What are the responsibilities and job description for the Bookkeeping Operations Clerk position at CHARLEVOIX STATE BANK?
Purpose of Job
Provide excellent service to our customers and customers while maintaining a professional and friendly demeanor. An ideal job candidate will establish and maintain credibility in our local communities. Additional job duties are listed further down; however, they are not all-inclusive. Job candidate is required to follow and enforce bank policies and procedures as well as abide by and enforce all compliance regulatory requirements.
Education & Experience:
High School Diploma or Equivalent. A working knowledge of retail banking operations is preferred but not required. Customer service experience is preferred. Job specific education will be provided by the Bank on an ongoing basis.
Job Duties
- Interacting with customers over the telephone and assisting them with their needs
- Working closely with Bank Employees
- Learn Software Programs to assist customers and other bank employees
- Manage Customer Disputes
- Verifying Account Information Changes
- Approving/Processing Wires
- Processing Account Verifications
- Processing Outgoing Check Returns/Adjustments
- Processing Online Banking Applications
- Filing
- Monitoring and Processing Remote Deposit Checks
- Monitor Daily Reports
- Monitor Customer Activity for Discrepancies
- May include additional duties not listed here
Experience & Skills Required
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Attention to Detail
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Good Oral and Written Communication Skills
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Interpersonal Awareness
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Customer Service Oriented
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Analytical & Conceptual Thinking
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Demonstrates Initiative
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Shows Compassion
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Teamwork Skills
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Flexibility in a changing work environment
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Thoroughness
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Self-Confidence
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Positive Stress Management Skills
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Personal Credibility
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Knowing when to seek assistance
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Uphold Confidentiality
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Punctual
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Good Attendance
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Proficiency in Microsoft Word & Excel
Education & Experience
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Basic Accounting Skills
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Microsoft Office
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Office/Clerical experience
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Phone Customer Service