What are the responsibilities and job description for the Deposit Operations Representative position at Synergy Bank?
LOCATION: Main Office (210 Synergy Center Blvd, Houma, LA 70360)
SCHEDULE: 40 hours per week; Monday - Friday, 8 AM - 5 PM
REPORTS TO: Deposit Operations Officer
JOB SUMMARY: Support all bank personnel to ensure compliance with regulations and bank policy. Verify all internal monetary transactions and properly report charged off balances.
SUPERVISORY RESPONSIBILITIES: None.
DUTIES AND RESPONSIBILITIES: The job responsibilities include, but are not limited to the following:
- Supports the retail areas of the bank to ensure compliance with regulations and bank policy.
- Provide the Synergy Bank standard of excellence in customer service.
- Maintain honesty and the highest level of ethical standards.
- Maintain a strong understanding of all bank products and services. Cross-sell/referrals
- Review internal monetary transactions daily.
- Work daily cases in a timely manner.
- Disburse both incoming and outgoing mail daily.
- Answer incoming calls as necessary and relay messages in a timely manner.
- Follow all bank, department, and security policies and procedures.
- Complete Research, Subpoenas, Summons, Bank References, etc.
- Respond to all SSI and SSA Verification request.
- Print and mail all OD and Reg D letters.
- Report charged off accounts and payments.
- Assists with other duties, pertaining to deposit operations, as directed by their supervisor.
REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:
- Proficient in Word and Basic Understanding of Excel and Microsoft Outlook
- Typing / keyboarding and 10 key calculator skills.
- Effective communication skills both oral and written.
- Ability to pay close attention to detail.
- Ability to analyze information in order to draw a conclusion.
- Ability to organize and prioritize daily tasks.
- Telephone etiquette skills – ability to professionally and politely provide telephone assistance to customers and employees
- General knowledge of bank products
- Ability to multi-task in a fast-paced work environment
- Must always be looking for ways to help people.
- Must be able to maintain compose, suppress extreme emotions, control anger, and avoid aggressive behavior even in trying situations.
- Ability to present a business professional appearance.
- Must have reliable transportation to commute to and from work.
EDUCATION AND EXPERIENCE REQUIRED:
- High school diploma or GED equivalent
- Minimum 6 months in customer service
- Minimum 6 months of previous deposit account product knowledge.
COMMUNICATION:
- Must be able to provide information to supervisors, co-workers, and customers both verbally and in written format.
PHYSICAL REQUIREMENTS:
- Must be able to work at a computer station in front of a monitor for up to 4 hours at a time without the opportunity for a break.
- Must be able to interact with the public utilizing various methods or communication.
MENTAL REQUIREMENTS:
- Must have the attention span to stay alert and attentive during a normal 8-hour workday.
- Must be able to make sound, quick decisions based on the facts of a situations, and remain calm and in control.
- Must be able to follow instructions and procedures exactly as trained or as directed by supervisor.
- Must be able to listen to, grasp and respond positively to supervision and instructions by management.
- Physical and cognitive ability to perform the essential duties and functions of his/her job.
EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABLED
