Deposit Services Specialist I

This position reviews and maintains customer information changes for all deposit accounts as required, providing assistance to other department inquiries regarding deposit services, and performing other required duties to provide a steady and accurate flow of information on a daily basis.

 

Primary Duties:

• Review new personal customer information, deposit accounts, safe deposit leases for accuracy, and maintain records when required.
• Complete maintenance requests for all deposit accounts and customer information records.
• Review new account report ensuring all account documentation and required maintenance is complete.
• Complete required maintenance from death notification report.
• Retrieve and process Cognos reports on a daily basis.
• Provide support via phone and email to colleagues.
• Assist in creating and maintaining updated procedures for department functions.
• Ensure functional procedures are current and up to date compared to daily processes.
• Communicate production processing issues timely to supervisor and teammates for resolution.
• Participate in project meetings and work on assigned projects.
• Provide courteous, accurate and prompt assistance to coworkers or customers regarding their accounts.
• Follow established policies and procedures, accurately and efficiently to meet team quality standards.
• Continually review daily workflow looking for improvements in production processing.
• Work flexible hours to support the department needs to include after hours and weekends, if necessary.
• Know by name and face as many customers and employees as possible, calling them by name as often as possible.
• Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
• Know, understand, and live the company values and bottom line.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Prompt and reliable attendance.
• Perform other duties as assigned.

Job Skills Required:

• Two-year degree in business or related field.
• One to two years of experience in bank operations.
• Excellent verbal and written communication skills.
• Ability to analyze and resolve technical problems quickly in a demanding environment while working with minimal supervision.
• Strong organizational, research, analytical, problem-solving skills, and attention to details.
• Knowledge of personal computers and related software programs including, but not limited to, Windows XP and Microsoft Office and ability to effectively use them is required.