Deposit Operations Assistant

Bank of Sun Prairie; Town of Sun Prairie (WI); Presencial; USD 25.000 - 33.000; Jornada completa

Descripción de la vacante

Bank of Sun Prairie in Wisconsin is seeking a Deposit Operations Assistant to post, process, and maintain transactions and accounts. This role uses technology to enhance customer service, efficiency, and workflow, while complying with applicable laws and department procedures.

The successful candidate will handle posting and processing duties, maintain accounts, and assist clients with changes, notices, and ACH conversions, maintaining accuracy and strong attention to detail.

Formación

• Ability to define and solve problems.
• Knowledgeable with computers and various software.
• Good interpersonal and customer service skills.
• Aptitude for numbers.
• Detail-oriented and accurate.
• Open-minded and interested in learning new ways to improve processes.
• Tech-savvy.

Responsabilidades

• Post dollar transactions and verify prior day activity.
• Process NSF and non-post information from the Exception Item Module.
• Maintain and update accounts; manage address, rate and type changes.
• Print notices and interest checks; convert interest checks to ACH.
• Balance general ledger accounts and process and track deposits and rate sheets.
• Coordinate stop payments, chargebacks, and refunds; provide backup coverage as needed.

Conocimientos

Problem solving

Computer literacy

Customer service

Numerical aptitude

Attention to detail

Adaptability/learning

Tech-savvy

Descripción del empleo

Description

The Deposit Operations Assistant posts, processes, and maintains transactions and accounts. This role uses technology and computer software to enhance customer services, efficiency, and workflow. The Deposit Operations Assistant follows policies and procedures and adheres to compliance with laws and regulations of the department.

Requirements

ESSENTIAL DUTIES AND RESPONSIBILITIES

Posting transactions by:

• Enter dollar transactions.
• Conduct daily tasks/report reviews.
• Process NSF and non-post information from the Exception Item Module.
• Verify prior day transactions and account maintenance.
• Verify maintenance on accounts.
• Handle address changes, rate changes, and account type changes.

Processing Demand Deposit Savings and Certificates of Deposit by:

• Process worksheets received from Personal Bankers.
• Handle address changes, rate changes, and account type changes.
• Print notices and interest checks.
• Actively work with clients to convert interest checks to ACH.
• Check maintenance reports to verify new/cancelled accounts.
• Verify prior day transactions and account maintenance.
• Post internal account recon-CRS.
• Coordinate stop payment processing.
• Enter chargeback processing.
• Process and track account refunds.
• Sourcing and follow up on client research and requests.
• Process Teller Alert reports.

Maintaining system and account maintenance by:

• Review maintenance reports and Teller Alerts to validate and/or take action as required.
• Provide system verifications and account maintenance.
• Email address, name line 1, and business analytics reports.
• Monitor new mobile customers for correct set‑up.
• Coordinate statement requests.
• Process weekly saving Deposit Rate sheets in Director.
• Balance general ledger accounts.
• Conduct Director maintenance – scanned documents and controls.
• Set up scheduled and balanced protection for customers.
• Update documents.
• Send daily mailing of EIM notices.

SECONDARY DUTIES AND RESPONSIBILITIES

• Seek ways to streamline services/workflow to improve efficiencies.
• Provide backup coverage to the switchboard as needed.
• Provide customer service as needed, including research, address updates, photocopying, etc.
• Scan, index, and re‑index as needed.
• Provide backup to other areas within Deposit Operations as requested.
• Perform other duties as assigned.

SKILLS

• Ability to define and solve problems.
• Knowledgeable with computers and various software.
• Good interpersonal and customer service skills.
• Aptitude for numbers.
• Detail‑oriented and accurate.
• Open‑minded and interested in learning new ways to improve processes.
• Tech‑savvy.

EEOC/ADA STATEMENT

The incumbent must be able to accommodate detailed work, problem solving, customer contact, math, language, verbal and written communications, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. Bank of Sun Prairie is committed to the full inclusion of all qualified individuals. As part of this commitment, Bank of Sun Prairie, will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment. Colleagues and/or candidates should contact Human Resources with any questions or concerns.

WORKING CONDITIONS

This position is located in an office environment with artificial lighting and controlled heating/air conditioning. The position includes prolonged periods of working on a computer and repeating motions that may include the wrists, hands, and/or fingers. The incumbent needs to occasionally move about inside the office to access file cabinets, office machinery, etc.