What are the responsibilities and job description for the Deposit Operations I position at First Security Bank?
First Security Bank offers career opportunities for diverse, professional, and energetic individuals who foster a culture that values critical thinking, problem solving and who execute operational excellence.
Important Information Regarding Application Process: Please note that we do not accept resumes and encourage applicants to include work history on our formal application available via the "Apply Now" link. *Data from resume cannot be downloaded into application. We invite you to view additional job opportunities at https://www.fsbank.com/about/join-us/.
Summary
Under the supervision and guidance of the assigned manager, track documentation on new accounts and assist frontline customer service representatives. This position also requires employees to work on-site.
QUALIFICATIONS |EDUCATION | EXPERIENCE | SKILLS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed within are representative of the knowledge, skill, and/or ability required.
EDUCATION And/or EXPERIENCE
Essential Duties And Responsibilities
Soft Skills
Foster a culture that values critical thinking and problem solving, engagement, inclusion, execute operational excellence and diversity at all levels. Establish positive and productive work relationships; able to generate trust, ability, and willingness to give and receive honest, balanced feedback. Willingness to adhere to a strict ethical code of conduct.
PHYSICAL DEMANDS
The employee must possess sufficient mobility to work in and move about in a standard office setting and sufficient hand, arm, and finger dexterity to operate a computer keyboard and other office equipment. Substantial time may be spent on the telephone and working on a computer, sitting and/or standing. The employee must have the ability to hear and articulate well enough to carry on a normal conversation, both in person and over the telephone. Visual abilities required by this job include the ability to read materials in either a printed format or on a computer screen. The employee must occasionally lift and move up to 10 pounds.
The work environment described here is representative of what an employee encounters while performing the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MENTAL DEMANDS
The duties of this position require the ability to maintain attention to detail and complete work projects accurately in a short amount of time, despite interruptions. The employee must have the ability to maintain confidentiality and professionalism in all situations. The position also requires the ability to read and interpret documents and draft written communications.
EEO/AA/M/F/Vet/Disability
Important Information Regarding Application Process: Please note that we do not accept resumes and encourage applicants to include work history on our formal application available via the "Apply Now" link. *Data from resume cannot be downloaded into application. We invite you to view additional job opportunities at https://www.fsbank.com/about/join-us/.
Summary
Under the supervision and guidance of the assigned manager, track documentation on new accounts and assist frontline customer service representatives. This position also requires employees to work on-site.
QUALIFICATIONS |EDUCATION | EXPERIENCE | SKILLS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed within are representative of the knowledge, skill, and/or ability required.
EDUCATION And/or EXPERIENCE
- High School Diploma or GED required.
- 1 -2 years of relevant banking, or professional experience preferred.
- Strong working knowledge of Retail Banker and Retail Banking Specialist functions preferred.
Essential Duties And Responsibilities
- Adhere to strict privacy regarding customer account information. Maintain customer confidence and protect bank operations by keeping information confidential.
- Maintain a high level of integrity with understanding of the Bank’s policy and procedures and ensure all actions performed are in compliance with government regulations.
- Provide customers with exceptional customer service and execute operational excellence by; greeting every customer with a smile, maintaining eye contact, calling them by name, staying connected in conversation and letting them know they are appreciated.
- Ensure accounts are set up properly according to customer expectations and internal guidelines. Recognize problems that could have customer or regulatory impact and inform management.
- Support critical compliance functions including, but not limited to, BSA, Reg D, Reg DD, Reg Q, etc.
- Compare documentation to daily new account reports. Follow up with Retail Banking Specialist on all missing documents (via Check It).
- Track customer profile and account error(s) data in Check It.
- Identify and review customer account data making corrections, deletions, reentering data, resolving discrepancies and/or returning incomplete documents to the Retail Banking Specialist for corrections.
- Assist Retail Banking Specialist and other staff with all aspects of customer service responsibilities.
- Monitor daily, weekly, and monthly A2i reports. Communicate to Retail Banking Specialist for correcting issues found on A2i reports.
- Display working knowledge of Retail Banking Specialist procedures and responsibilities in order to offer support to retail team to include research and problem-solving abilities.
- Prepare new account signature cards, checking and savings accounts, CD and IRAs opened each day. Process any revised signature cards.
- Verify all “CIP” information is received on all customers according to procedures.
- Ability to articulate effectively with customers and bank employees by answering questions in person or on the telephone and refer customers to other bank services as necessary.
- Ability to logically comprehend and execute detailed written or oral instructions. Ability to read, interpret and comprehend short correspondence and memos. Ability to write simple correspondence and present information one-on-one with customers or employees.
- Ability to use mathematical skills (add, subtract, multiply, and divide numbers) is required.
- Operate computer, telephone, keyboard, scanner, and copier. Basic computer skills including knowledge in MS Office, Outlook, typing, 10-key and the internet. Strong knowledge of MS Word and Excel is preferred. Proficiency with internal bank software will be required.
- Must be able to arrive at work on time, work on-site, work cooperatively with other co-workers. Therefore, reliable transportation and the ability to travel to work-related events is required.
- Willing to work extended hours, if necessary, to complete projects.
- Complete all online compliance Teal Training courses in a timely manner.
- Attend FSB Teller Training School Preferred
- Management will determine when employees attend training.
- Work location and/or additional duties may be assigned or required by management.
Soft Skills
Foster a culture that values critical thinking and problem solving, engagement, inclusion, execute operational excellence and diversity at all levels. Establish positive and productive work relationships; able to generate trust, ability, and willingness to give and receive honest, balanced feedback. Willingness to adhere to a strict ethical code of conduct.
PHYSICAL DEMANDS
The employee must possess sufficient mobility to work in and move about in a standard office setting and sufficient hand, arm, and finger dexterity to operate a computer keyboard and other office equipment. Substantial time may be spent on the telephone and working on a computer, sitting and/or standing. The employee must have the ability to hear and articulate well enough to carry on a normal conversation, both in person and over the telephone. Visual abilities required by this job include the ability to read materials in either a printed format or on a computer screen. The employee must occasionally lift and move up to 10 pounds.
The work environment described here is representative of what an employee encounters while performing the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MENTAL DEMANDS
The duties of this position require the ability to maintain attention to detail and complete work projects accurately in a short amount of time, despite interruptions. The employee must have the ability to maintain confidentiality and professionalism in all situations. The position also requires the ability to read and interpret documents and draft written communications.
EEO/AA/M/F/Vet/Disability
