What are the responsibilities and job description for the Deposit Banking Specialist position at PLATINUM BANK?

Job Description

Description :

Position Reports to : Vice President Deposit Banking and Support Manager

Objective : The Deposit Banking Specialist is the point of contact for existing and new clients to Platinum Bank. This position will be responsible for maintaining a positive, high touch, hospitable client experience while exemplifying Platinum Bank’s Client Service Standards, to ensure every client or guest receives unparalleled service, exceeding their expectations. In addition, this position will be responsible for the day-to-day banking needs of our clients to include opening and retaining deposit relationships, assisting in problem resolutions, processing transactions, managing the cash vault, and providing customer service for Platinum Bank’s clients. The Deposit Banking Specialist will provide support to multiple areas of banking across Platinum. This position will provide client services coverage, other support department operational tasks and manage other project duties as assigned.

ESSENTIAL DUTIES & RESPONSIBILITIES

Perform the day-to-day operational teller functions & client service duties of Platinum Banks branch service delivery model for both Oakdale & Plymouth locations.
Assist with client transactions across the spectrum
Performs deposit account / services to include opening of new accounts, performing account maintenance, troubleshooting service requests, assist clients with account questions, prepare documents and perform system set up for deposits, retail online banking, and related products and services.
Manage cash drawer and assist with cash shipments.
Collaborate with third party service providers and internal support staff to efficiently aid in the onboarding and ongoing management of the client relationship.
Ensure that all security procedures are strictly followed
New account opening - Consumer, Atticus, Land Title, Trust and Fiduciary
Backup Account Opening Support for the Deposit Business Banking Specialists
Checkback verification, scanning, and file maintenance review

Other Responsibilities :

Assists departments throughout the bank with projects and functions.

Comply with Federal and State Regulatory Compliance Statutes and bank policies and procedures applicable to the functions being performed.

Performs other responsibilities as assigned to include various clerical & data entry duties, branch hospitality, facility management assistance, and bank events.

Assist in problem resolutions

Requirements : QUALIFICATIONS

Education and / or Experience :

High School degree or GED Required.

Banking experience preferred.

Knowledge, Skills & Abilities :

Capacity to adapt on the fly

Strong learner who continually pursues a better way

Critical / Creative Thinking

Effective communication skills

Handle and maintain information with utmost confidentiality

Excellent customer service and collaboration skills

Excellent analysis, observation, problem solving and decision-making skills

Strong organizational skills with the ability to multitask in fast-paced environment

Accuracy and efficiency with attention to details

Self-starter, ability to work independently with little supervision.

Competence with computers, telephones, printers, and other office equipment.

Technically skilled in the following software applications : Microsoft Excel, Word, and Outlook

Physical Demands :

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and depth perception.

Work Environment :

The working environment is typical for an office and does not require exposure to difficult or hazardous conditions.

This Position Description reflects management’s assignment of major responsibilities, which represent the most essential functions. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. They may be subject to change at any time due to reasonable accommodation or other reasons.

EEO / AA

Member FDIC

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