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The Operations Representative is primarily responsible for reviewing all maintenance and forms completed by Retail and Operations employees, providing internal and external customer support for all areas of Deposit Operations and Electronic Banking; and the document imaging process to convert many of the bank’s critical documents and forms into electronic format for retention and research purposes.
• Verify file maintenance performed on the core operating system and system reports. Identify exceptions and follow up on any outstanding items resulting from the review. Track missing documents and ensure that errors are resolved to meet compliance and audit requirements.
• Provide prompt, efficient, and accurate support in the handling of internal and external customer inquiries related to deposit and electronic banking services. Examples of supported services include online and mobile banking, bill payment, mobile deposit, eStatements, online account opening, remote deposit, transfers, ACH origination, wires, debit cards, new deposit accounts, changes to existing accounts or customers, returned or rejected items, errors, disputes, and IRAs.
• Perform document imaging tasks to comply with federal and state record retention requirements, and for research and storage purposes; ensure scanned images meet quality control standards and are indexed accurately and in a timely manner.
• File deposit and withdrawal tickets, documentation and forms for research and in accordance with established Records Retention schedule. Track daily transit checks for each branch to ensure checks are received, stored and destroyed in accordance with established Records Retention schedule.
• Print various customer notices and checks, such as CD maturity notices, status change notices, overdraft notices, safe deposit box bills, IRA and club distribution checks; mail to appropriate customers in a timely manner.
Clinton Savings Bank is an EOE AA M/F/Vet/Disability.
Member FDIC Member DIF
Full Time
Banking
$45k-59k (estimate)
09/30/2023
05/22/2024
clintonsavings.com
CLINTON, MA
50 - 100
1851
Private
JOHN DAVIS
$5M - $10M
Banking
The job skills required for Operations Representative. include ACH, Debit Card, etc. Having related job skills and expertise will give you an advantage when applying to be an Operations Representative.. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Operations Representative.. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Operations Representative. positions, which can be used as a reference in future career path planning. As an Operations Representative., it can be promoted into senior positions as a Check Collections Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Operations Representative.. You can explore the career advancement for an Operations Representative. below and select your interested title to get hiring information.