TransPecos Banks
  • 03-Aug-2018 to 02-Oct-2018 (MST)
  • Operations
  • San Antonio, TX, USA
  • Full Time

Summary:

The Deposit Operations Specialist I, handles all customer calls that come into the bank needing service on their deposit accounts and services. The deposit operations specialist performs account support for both business and personal clients. The deposit operations specialist primary responsibilities include account maintenance, reconciling and researching accounts, debit card maintenance and electronic banking support. In addition, the deposit operations specialist is responsible for recognizing customer needs and cross-selling products and services that align with their client's financial goals. Completes accurate and timely data entry, maintenance, analysis, and reporting of deposit operations transactions according to policy and procedural guidelines.  Provides excellent customer service to internal and external customers.

Essential Duties & Responsibilities:

To perform this job successfully, an individual must be able to perform each of the essential duties satisfactorily.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  •  Listen effectively to customers' requests and promptly take the necessary action to assist them.
  • Manage customer accounts utilizing card services and online banking applications.
  • Accepts coaching, implements feedback from reviews to improve job performance.
  • Balances speed and accuracy when processing customer requests while utilizing the internal banking network.
  • Knowledge of banking products and services for cross-selling.
  • Exhibits strong customer service skills, presents products and services while proactively educating clients on utilizing bank applications.
  • Adapts to concepts and procedures, notifying management when additional training is needed on product and service knowledge.
  • Escalates issues immediately and takes necessary steps to prevent and/or minimize loss to the bank.
  • Takes the initiative to follow-up, escalate or seek additional resources to ensure customer satisfaction
  • Completes timely and accurate data entry into bank processing systems in areas of:
    • Internet Banking; Domestic wires; Card disputes; ACH origination & reconciliation; CTR /SAR reporting and follow up; Exception reporting (NSF, UCF, non-posts, etc.); Dormant accounts; Quality Control; Fraud Investigations; Collections; IRA distributions; FDIC Compliance; CD Collateral; Compliance with Banking Regulations; Internal Controls monitoring; Loan Operations; Special Projects
  • Provides follow up to external and internal requests of the deposit operations team.
  • Ensure OFAC updates are operational and logged
  • Develops themselves through training and development.
  • Completes internal reconciliations as assigned.
  • Adheres to all Bank policies, procedures, and compliance guidelines, including BSA/AML.
  • Carries out responsibilities with professionalism, respect for others, in accordance with the organization's policies and applicable laws
  • Any other duties as assigned.

 Qualifications:

Required Knowledge/Skills:

  • 1 3 years' experience in banking
  • 1-2 years of call center experience preferred

 Desired Knowledge/Skills:

  • Bachelor's Degree Preferred
  • High School education or equivalent

Talents:

  • Detail Oriented & Highly Analytical
  • Self-directed and highly competitive
  • Resourceful

Other:

  • Corrected vision.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
  • Physical capabilities required.

 

 

TransPecos Banks
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