Role: |
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To complete daily checks on deposit related reports including but not limited to CD/IRA, dormant, funding international wires, and others as needed, in accordance with standard procedures and under moderate supervision |
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Essential Functions & Responsibilities: |
| E | 70% | Daily check back of multiple deposit related reports including CD/IRA reports, dormant, and other deposit reports as needed. |
| E | 10% | Answers customer and branch personnel inquiries about accounts and provide problem resolution. |
| E | 10% | Serves as a backup to various deposit support job functions. |
| E | 5% | Funds incoming and outgoing international wires. |
| N | 5% | Performs other job related duties as assigned. |
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Performance Measurements:
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1. | To comply with the letter and with the spirit of the bank's Code of Business Conduct and Ethics. |
| 2. | To maintain the confidentiality of customers and any other sensitive information. |
| 3. | To provide friendly, professional, and accurate service and support to all consumers both internal and external. |
| 4. | To ensure all areas of the job are compliant with current policies and procedures. |
| 5. | To acquire and maintain a working knowledge of regulations and bank procedures; to comply with the provisions of the Bank Secrecy Act and other laws and regulations. |
| 6. | To complete required training and undertake additional training as needed to increase job knowledge and maximize productivity. |
| 7. | To develop and maintain a positive and productive working relationship with department/branch staff. |
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Knowledge and Skills: |
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Experience | Three years to five years of similar or related experience. |
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Education | (1) A high school education or GED. (2) Completion of a specialized and extensive in-house training or apprenticeship program. |
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Interpersonal Skills | Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. |
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Other Skills | Good Keyboard and 10-key skills; must be able to operate general office equipment including calculator, copy machine, computer, telephone; requires lifting and motion tasks. Must be able to use Microsoft Office. |
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Physical Requirements | The person in this position needs to frequently move about inside the office to interact with associates and access office machinery and file cabinets. The person in the position constantly operates a computer and other office productivity machinery, such as a calculator, photocopier, and printer. |
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Work Environment | This job operates in a professional office environment. This role routinely uses standard office equipment such as calculators, computers, phones, photocopier, filing cabinets and fax machines. |
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