Banking Operations Specialist - Deposits & Data Integrity

Hills Bank and Trust Company; Hills (IA); On-site; USD 38,000 - 58,000; Full time

Benefits offered by this job

Benefits package

Job summary

Hills Bank and Trust Company in Hills, IA is seeking a Retail Servicing Specialist to handle daily input and maintenance of customer information files, deposits, CDs, and IRAs within the core banking system. You will review paperwork for accuracy and compliance with state and federal guidelines, contributing to efficient service in a high-volume environment.

This role emphasizes accuracy, responsiveness to customer research requests, and cross-training to cover essential duties.

Qualifications

• High School diploma or equivalent.
• 1 or more years of related experience preferred.
• This job requires skills needed in a typical office environment. This includes computer skills and utilization of office equipment

Responsibilities

• Assist in CIP/Red Flag/Missing documentation resolution processes, including flagging accounts and working with Retail Bankers to obtain missing documentation.
• Track and process all deposit account plans to ensure customer needs are met (e.g. Savers Club & High Interest Checking accounts).
• Review new account and maintenance documentation for completeness and accuracy; make corrections and follow up as needed to provide guidance and support.
• Maintain an understanding of all deposit account types, eligibility qualifications, and how they fit into the bank's structure.
• Input and maintain tax reporting records within CORE, such as 1099-INT files and IRS-requested backup withholding files.
• Respond timely to customer requests for account research and third party verifications; assist with other research projects.
• Cross-train to cover essential duties during absences and act as a resource to coworkers.
• Attend training as needed and assist other departments with special projects.
• Perform other duties as assigned.

Job description

Hills Bank and Trust Company in Hills, IA is seeking a Retail Servicing Specialist to handle daily input and maintenance of customer information files, deposits, CDs, and IRAs within the core banking system. You will review paperwork for accuracy and compliance with state and federal guidelines, contributing to efficient service in a high-volume environment.

This role emphasizes accuracy, responsiveness to customer research requests, and cross-training to cover essential duties.