What are the responsibilities and job description for the Deposit Ops Representative position at BankFirst Financial Services?
Principal Responsibilities and Duties
Handle debit card telephone inquiries from customers and the personnel of other departments.
Complete debit card workflows for new accounts, maintenance [limit changes, set cards for travel, etc.] ordering, disputes processing and recordkeeping, including letters to customers, etc.
Monitor, process, and maintain customer debit card dispute cases.
Process Compromised Card files as needed (sending out letters, new cards, etc.)
Work within and balance multiple GL spreadsheets used by the department.
Cross train fellow employees when necessary.
Assist with setting up new employees and/or resetting employee passwords on all debit card related systems.
Order Instant Issue inventory as branch needs arise and assist with troubleshooting issues with Instant Issue machines.
Assist with daily ATM machine monitoring.
Assist with scanning and indexing of customer IDs.
Monitor and work with various debit card reports.
Skills And Abilities Required
Knowledge of personal computer programs such as word processing, spreadsheets, and other programs as required.
Ability to type accurately.
Ability to multi-task.
Highly organized, with an attention to detail and an aptitude for problem recognition and resolution.
Ability to adapt to technological changes and apply new knowledge to responsibilities.
Strong verbal and communication skills.
Ability to deal effectively and tactfully with customers and the personnel of other departments.
Ability to recognize irregular and suspicious transactions and take the appropriate steps to prevent loss.
Ability to make good judgements to make appropriate on the spot decisions following standard policies.
Excellent problem-solving skills to properly handle customer problems and determine when the request for confidential information should be furnished or refused.
Certification/Education And Experience
Good knowledge of departmental operations, policies and procedures, and computer-generated reports.
Basic understanding of operations in other departments, such as data processing.
Handle debit card telephone inquiries from customers and the personnel of other departments.
Complete debit card workflows for new accounts, maintenance [limit changes, set cards for travel, etc.] ordering, disputes processing and recordkeeping, including letters to customers, etc.
Monitor, process, and maintain customer debit card dispute cases.
Process Compromised Card files as needed (sending out letters, new cards, etc.)
Work within and balance multiple GL spreadsheets used by the department.
Cross train fellow employees when necessary.
Assist with setting up new employees and/or resetting employee passwords on all debit card related systems.
Order Instant Issue inventory as branch needs arise and assist with troubleshooting issues with Instant Issue machines.
Assist with daily ATM machine monitoring.
Assist with scanning and indexing of customer IDs.
Monitor and work with various debit card reports.
Skills And Abilities Required
Knowledge of personal computer programs such as word processing, spreadsheets, and other programs as required.
Ability to type accurately.
Ability to multi-task.
Highly organized, with an attention to detail and an aptitude for problem recognition and resolution.
Ability to adapt to technological changes and apply new knowledge to responsibilities.
Strong verbal and communication skills.
Ability to deal effectively and tactfully with customers and the personnel of other departments.
Ability to recognize irregular and suspicious transactions and take the appropriate steps to prevent loss.
Ability to make good judgements to make appropriate on the spot decisions following standard policies.
Excellent problem-solving skills to properly handle customer problems and determine when the request for confidential information should be furnished or refused.
Certification/Education And Experience
Good knowledge of departmental operations, policies and procedures, and computer-generated reports.
Basic understanding of operations in other departments, such as data processing.
