Job Description:

Individual contributor role. Processes CD/IRA related transactions in one or more of the company's internal systems in support of bank businesses or services functions.

Main Responsibilities include:

• Resolves research and adjustment inquiries within the bank's practices and procedures.
• Investigates daily incoming research and adjustment inquiries; resolves differences; answers service requests and inquiries received from various channels; determines accounting entries and makes appropriate disposition.
• Maintains internal operational and financial controls and ensures that they are observed for all assigned cases.
• Ensures that all cases are resolved in compliance with industry regulations and bank procedures, integrity of the department's case management system and financial controls.
• May provide support to and train other researchers within the department.
• Performs all the functions required at the Research & Adjustments Representative II level and may act as a lead and workflow coordinator.
• Provides direction and guidance to less experienced department researchers.

Other duties may include:

• Reviewing and processing transactions, reconciling GL's, basic level reporting, and performing other support operations functions as required.
• Must have strong attention to detail and the ability to accurately follow procedures.
• Maintains internal operational and financial controls and ensures they meet bank standards.
• Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers/clients.
• Able to prioritize daily work to meet deadlines and goals.
• Demonstrates a good working knowledge of the processes and procedures and the ability to identify and implement process improvement opportunities.
• May provide guidance and direction to less experienced team members.

Required Skills:

• Extensive CD/IRA knowledge
• Process CD/IRA Requests
• Self-motivated and dependable
• Flexible/team player — associate will be cross-trained to support multiple functions within team

Desired Skills:

• Strong problem identification and resolution capabilities
• Demonstrate excellent time management and organizational skills
• Excellent verbal and written communication skills with the ability to interact with all levels of associates and management
• Ability to continuously learn and adapt in a changing work environment
• Proficient in Microsoft Word & Excel
• Must be meeting/exceeding expectations in current position

Job Band:

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