What are the responsibilities and job description for the OPERATIONS/PRODUCT SPECIALIST position at Kirkpatrick Bank?
Description
Kirkpatrick Bank hires individuals who are committed to building long lasting relationships by delivering high quality customer service to all of our customers and within our communities. In return Kirkpatrick strives to offer a competitive and comprehensive benefit package.
Shift hours: Monday - Friday, 8:00am to 5:00pm
Kirkpatrick Bank offers the following benefits (subject to eligibility requirement):
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
EDUCATION AND EXPERIENCE:
Kirkpatrick Bank hires individuals who are committed to building long lasting relationships by delivering high quality customer service to all of our customers and within our communities. In return Kirkpatrick strives to offer a competitive and comprehensive benefit package.
Shift hours: Monday - Friday, 8:00am to 5:00pm
Kirkpatrick Bank offers the following benefits (subject to eligibility requirement):
- Company subsidized health and dental insurance for employees and dependents
- Health and Dependent care flexible spending accounts, HSA account
- Company provided life insurance and long term disability
- Generous 401 (K) Match
- Paid Sick and Vacation
- Wellness Plan
- Employee Banking products and services provided
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
- Manage the new account and process management platform (create and update workflows, create and condition forms)
- Manage the online account opening platform (review all applications, gather required documentation and follow-up as necessary)
- Become proficient with CIP and opening all types of deposit accounts in Business Process Manager (BPM)
- Open new accounts for various departments within the bank
- Revise, restyle, and complete maintenance on accounts
- Provide Notary Public services for customers
- Perform Customer Identification Procedures (CIP) for potential loan customers
- Back-up CDARS and ICS account opening and transaction processing
- Scan all necessary new account documents into the document retention platform
- Identify cross-sell opportunities to broaden customer banking relationships
- Maintain a good working relationship with all customers, employees and officers of the Bank
- Maintain current knowledge and constant compliance with Bank Secrecy Act (BSA)
- Maintain current knowledge and constant compliance with other banking regulations and Kirkpatrick Bank policies and procedures
- Commitment to Company Mission and Core Values
- Other duties and responsibilities assigned as necessary
EDUCATION AND EXPERIENCE:
- Bachelor’s degree preferred
- Prior banking experience required
- Fiserv Premier and Onboard Advisor knowledge preferred
- Excellent verbal, written and interpersonal communication skills
- Ability to adapt to changing circumstances and priorities
- Strong organizational and time management skills, with great attention to detail
- Self-motivated
- Ability to act with integrity, professionalism and confidentiality
- Proficient with Microsoft Office suite
- Prolonged periods sitting at a desk, working on a computer
- Must be able to lift 25 pounds at times
- Professional office environment
