What are the responsibilities and job description for the Adjustments Specialist - Bank Operations position at WesBanco Bank, Inc.?
SUMMARY:
Works in identifying, reviewing, and processing adjustments on a daily basis and works with the Adjustments Coordinator to complete all adjustments. Reviews Direct Link Merchant exceptions and removes or resolves the issue for processing. Acts as the escalation point for item processing issues.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions-oriented manner.
Ability to interact effectively across all levels of the organization, including senior management, the branch network, other departments, and vendors.
Understanding of check processing and the flow of returns and adjustments
Excellent verbal, written and presentation skills with the ability to define and solve problems.
Team player with a positive outlook
Ability to work independently and meet communicated deadlines.
ESSENTIAL DUTIES AND RESPONSIBILITIES: include the following. Other duties may be assigned.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Processes daily adjustments.
Reviews and responds to inquiries from Banking Centers in regards to the adjustment items.
Processes adjustment transactions against customer accounts, including both consumer and non-consumer accounts.
Reviews in-clearing items for unauthorized checks, fraudulent items, and improper endorsements.
Delivers customer service within bank defined expectations.
Reviews Direct Link Merchant for anything flagged as an exception. Removes the exception or contacts Treasury Management for resolution with customer.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficient in Microsoft Office Products such as Word, Excel and Outlook.
Knowledge of banking systems preferred.
High school diploma or general education degree (GED) required.
Associate’s degree, (majoring in Business, Finance, or Accounting is preferred), or minimum of 2 years of exceptions process experience required.
Three to six months experience and/or training with Federal Reserve adjustments, fraud adjustments, or similar adjustments required.
Strong knowledge of items processing, including cash letters and adjustments.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
Works in identifying, reviewing, and processing adjustments on a daily basis and works with the Adjustments Coordinator to complete all adjustments. Reviews Direct Link Merchant exceptions and removes or resolves the issue for processing. Acts as the escalation point for item processing issues.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions-oriented manner.
Ability to interact effectively across all levels of the organization, including senior management, the branch network, other departments, and vendors.
Understanding of check processing and the flow of returns and adjustments
Excellent verbal, written and presentation skills with the ability to define and solve problems.
Team player with a positive outlook
Ability to work independently and meet communicated deadlines.
ESSENTIAL DUTIES AND RESPONSIBILITIES: include the following. Other duties may be assigned.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Processes daily adjustments.
Reviews and responds to inquiries from Banking Centers in regards to the adjustment items.
Processes adjustment transactions against customer accounts, including both consumer and non-consumer accounts.
Reviews in-clearing items for unauthorized checks, fraudulent items, and improper endorsements.
Delivers customer service within bank defined expectations.
Reviews Direct Link Merchant for anything flagged as an exception. Removes the exception or contacts Treasury Management for resolution with customer.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficient in Microsoft Office Products such as Word, Excel and Outlook.
Knowledge of banking systems preferred.
High school diploma or general education degree (GED) required.
Associate’s degree, (majoring in Business, Finance, or Accounting is preferred), or minimum of 2 years of exceptions process experience required.
Three to six months experience and/or training with Federal Reserve adjustments, fraud adjustments, or similar adjustments required.
Strong knowledge of items processing, including cash letters and adjustments.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
