CUSTOMER SUPPORT OPERATIONS

Foresight Bank is looking a new team member. This position involves providing outstanding customer service while accurately and efficiently processing teller transactions. In addition, the team will be the subject matter expert for bank cash levels, statement and notice processing, check program, safe deposit box billing and investment services support.

Customer Support Specific Duties/Responsibilities

• Customer transaction processing
• Deposits, withdrawals, loan payments, official checks, bond redemption, change orders, etc
• Complete Reg CC Holds, CTR and SARs as needed
• Buy and selling cash between tellers, TCR and vaults
• Process night drop and mail
• Daily balancing of drawers, TCRs, coin machine and vault
• Maintain equipment as needed
• Phone, Conversations and Email
• Answer incoming phone calls, answer questions, resolve issues or direct to another employee in a friendly manner
• Monitor internet conversations and respond in timely, professional manner
• Monitor and respond to all incoming service emails
• Complete customer requests
• Moving funds via telephone
• Loan advance requests sent to loan officer and support team
• Collect information for address changes
• Provide wire transfer information for incoming wire requests
• Collect stop payment information
• Check orders
• Collect and verify address information
• Process check order requests

Operational Duties/Responsibilities

• Monitor cash levels in vault and TCRs for the branch to have adequate funds
• Perform shipment ordering and selling procedures as needed
• Conduct closed account letter processing
• Levy and Garnishments processing and monitoring
• Complete credit references as requested
• Daily balancing
• Balance Teller Cash Clearing
• Balancing Currency & Coin
• Balancing Teller Over/Shorts and reporting
• Balance Official Check Account
• Reconcile other accounts as needed
• Daily Review
• Review checks for fraud
• Address Changes
• Member of address change team
• Stop Payments
• Returned statements
• Coordinate year-end statement printing

Check Program Duties/Responsibilities

• Setup or removal of eStatements for customers including multiple users
• Verify eStatements were sent on scheduled days
• Add eStatement messages and statement stuffers as needed

Statements, Notices and Mailing Duties/Responsibilities

• Perform duties related to statements and notices
• Weekly, Monthly & Quarterly Statement printing
• Transaction accounts, CD statements, First Reserve Statements
• Special Statement printing

Daily notices

• Ready Reserve, Overdraft, Transfers, Late notices
• Electronic notices
• Pre-notes
• Returned statements
• Coordinate year-end statement printing

eStatements

• Setup or removal of eStatements for customers including multiple users
• Verify eStatements were sent on scheduled days
• Add eStatement messages and statement stuffers as needed

Mail

• Daily mail sort and monitoring
• Complete requested mailings by other departments (Plainview Bankshares)
• Mail merge and label creations
• Coordinate statement stuffers as needed
• FedEx/UPS documents and pickup scheduling

Safe Deposit Box Duties/Responsibilities

• Perform duties relating to Safe Deposit Boxes
• Complete billing process for all Safe Boxes
• Record and monitor delinquent box rent
• Issue new keys and drillings as needed
• Process unclaimed property
• Audit access cards

ATM Duties/Responsibilities

• Monitor ATM activity and deposits
• Maintain cash levels and balance
• Troubleshoot any issues or maintenance

Investment Services Support Duties/Responsibilities

• Administration support for Investment Account Executive
• Scan and Index brokerage documents
• Monitor and schedule clients for account executive as needed
• Other duties as assigned

Hours for this position will be 7AM-6PM, Monday – Friday and 8AM-Noon, rotating Saturday schedule.

Foresight Bank is an Equal Opportunity Employer, committed to offering equal employment opportunity.

Foresight Bank- Member FDIC

Job Type: Full-time

Pay: From $39,520.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Shift:

• Day shift

Weekly day range:

• Monday to Friday
• Weekends as needed

Work setting:

• In-person

Education:

• High school or equivalent (Required)

Experience:

• Cash Handling: 1 year (Required)
• Customer Service: 1 year (Required)

Work Location: In person