Accounts Specialist

Ozarks Federal Savings And Loan Association; Farmington (MO); On-site; USD 29,000 - 36,000; Full time

Job summary

Ozarks Federal Savings and Loan in Farmington, MO is seeking a full-time banking professional to interview customers, open accounts, issue checks, and guide clients through online and mobile services.

You will work with internal staff and customers, provide friendly service, handle routine transfers, deposits, and inquiries, and support the Savings Director on special projects.

Qualifications

• Strong interpersonal and customer service skills.
• Strong analytical, organizational, and problem-solving skills.
• Ability to assess business and customer needs and implement solutions with creativity and judgment.

Responsibilities

• Interview customers to obtain information needed for opening accounts and services.
• Open and manage checking, savings, CDs, and IRAs; answer questions and explain services.
• Process transactions, issue stop-payments, monitor accounts, and assist with online banking issues.
• Refer customers to bank personnel to meet financial needs and support special projects.

Skills

Interpersonal skills

Customer service

Analytical thinking

Problem solving

Education

High school diploma or equivalent

Job description

Job Details

Job Location: Farmington - Farmington, MO 63640
Position Type: Full Time
Education Level: 2 Year Degree
Travel Percentage: Negligible
Job Shift: Day

Ozarks Federal Savings and Loan has been serving customers since 1930. Today we remain as a community bank that is dedicated to our customers, employees, and the communities that we serve. If you are looking for a rewarding career with opportunities for growth, great benefits, and great teammates then we want to hear from you. Ozarks Federal employees have the pleasure of working in a professional and positive environment while providing exemplary service to our customers, who are also our owners.

Work Context

• Physical Requirements

• Spend Time Making Repetitive Motions
• Long Periods of Sitting or Standing Can Occur
• Lifting up to 20 pounds

• Communication

• Contact With Others
• Electronic Mail
• Face-to-Face Discussions
• Letters and Memos
• Telephone

• Role Relationships

• Work with work group or team
• Work with internal employees and external customers, clients, vendors

• Work Setting

• Indoors
• Moderate noise level

Job Requirements

• High school diploma; Six months to one year of experience working in a financial institution or retail environment is preferred.
• Strong interpersonal and customer service skills.
• Strong analytical, organizational, and problem-solving skills.
• Ability to assess business and customer needs and implement successful solutions using creativity, innovation, and judgment.

Job Functions

• Interview customers to obtain information needed for opening accounts, certificates of deposit, savings and checking accounts, IRA’s, Christmas club accounts.
• Open new checking, savings, CD’s, and IRA accounts.
• Answer customers\' questions, and explain available services.
• Issue stop-payments when requested with required documentation.
• Close accounts upon customer request.
• Compile information about new accounts, enter account information into computers, and file and/or scan related forms or other documents.
• Refer customers to appropriate bank personnel to meet their financial needs.
• Provide customer service by answering questions, providing requested information, assisting customers with on-line banking or mobile app issues, and ordering checks and debit cards.
• Asist customers with debit card disputes and upload disputes into the system.
• Contact customers in regards to debit card transactions reported to CaseTracker.
• Send and approve wires for customers.
• CIP profile.
• Redeem US savings bonds.
• Keep inventory and stock of starter kits for new accounts.
• Remove all signature cards from files of closed accounts for proper storage in the vault.
• Perform file maintenance such as name, address and phone number changes, as well as activating dormant accounts.
• Compile yearly report of abandoned funds for the Savings Director to report.
• Process returned mail.
• Monitors weekly report on CDs coming due so that customers may be notified of the upcoming event.
• Investigate and correct errors upon customers\' request, according to customer and bank records.
• Execute wire transfers of funds.
• Set-up ACH payments for loans to auto-pay.
• Assist Director of Savings with any special projects.

Qualifications

Previous banking experience is a preferred for this position. Qualified candidates would have at least 2-5 years of experience working with customer accounts such as a new account representative, financial representative, or personal banker.

Ozarks Federal is an EEO/AA employer

Ozarks Federal is an EEO/AA employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, national origin, disability, or veteran status.