What are the responsibilities and job description for the Deposit Records Representative position at Peoples Security Bank & Trust Company?
Description
Our Deposit Records Representatives perform various duties to support the Deposit Operations Department functions, provide telephone and email support for customers and branch staff as needed, provide direct service to the customer as appropriate and utilize a full range of Bank products and services to effectively to maximize the Bank’s relationship with customers.
Essential Duties:
- Assists with the team responsibility of the administration of IRA program/review of CD and IRA reports and transactions in regard to compliance and tax reporting concerns; assists in providing branch and operational support accordingly. Assists in review of IRS reporting including Federal Withholding/Alien, etc.
- Assists with the team responsibility of the review and maintenance of dormant accounts.
- Assists in processing of subpoenas, tax levies, account garnishments, etc.
- Assists with the team responsibility of processing, reviewing, and providing support for Power of Attorney paperwork, trust, court order, and UTMA documentation
- Assists with the team responsibility of providing support for safe deposit box, complex business deposit issues, and deceased customer concerns.
- Assists in coordinating and reviewing Lawyer Trust accounts (IOLA/IOLTA); prepares monthly remittances and other reports/filings accordingly.
- Assists with assurance of data integrity within the customer information file and deposit account records in regard to system coding, titling, etc.
- Assists with Enhanced Account Analysis systemic review and maintenance, works with Business Operations to complete monthly tasks.
- Assists with daily support for Retail and Sales teams for Commercial Deposit Products, assists in prep of CIF Combination Summary Analysis, Assists in Monthly/Quarterly Operational Risk Reviews.
Benefits Offered to Peoples Security Bank Employees
**Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals**
- Medical Plans
- Dental Plan
- Vision Plan
- Life Insurance
- Disability Insurance
- 401(K) Plan
- ESOP Plan
- Paid Time Off
- Paid Holidays
- Employee Assistance Program
- Banking Classes
- Internal Advancement Opportunities
- Paid Volunteer Time Off
Company Overview
Since 1905, community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day and we are making strides to continue to grow with our amazing team.
- Integrity - it is our foundation, the basis of everything we do. We strive to be professional, honest, trustworthy, confidential, and respectful at all times.
- Excellence – to do things better, exceeding expectations
- Teamwork - working together for a common good, engaging our customers, coworkers, and partners
- Efficient – we will strive to manage our expenses
We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us.
Peoples Security Bank and Trust Company is an Equal Opportunity Employer
Requirements
Education/Training: A High school diploma or equivalent required with specialized bank operations training/education preferred.
Skill(s): Must demonstrate good interpersonal relations and communicative skills; good mathematical skills, moderate time managements skills; moderate analytical skills; moderate project management skills; moderate PC skills; moderate technical skills including Microsoft Office Excel, Word, One Note and PowerPoint.
Experience: A minimum of one (1) year of related experience normally required.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer.
