Deposit Operations - Customer Information Processing

Benefit Plans Administrative Services, Inc.; Town of Canton, Northern (NY, KY); Hybrid; USD 23,000 - 30,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical insurance

Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Job summary

Community Financial System, Inc. (CFSI) is seeking a Deposits Operations Clerk to enter, verify and maintain customer and deposit account information, debit cards, and safe deposit boxes.

You will balance EFT batches, process fee reversals, and review changes for accuracy within CBNA guidelines. The role supports the Deposit Operations Department in achieving annual goals, while ensuring compliance with laws, policies and controls.

Qualifications

• High School diploma or equivalent.
• Prior data processing and banking experience preferred.
• Ability to multi-task and maintain accuracy.
• Strong organizational and communication skills.

Responsibilities

• Enter, maintain and verify customer and deposit account information including, but not limited to: Certificate of Deposits, Debit Cards, Includes opening new cards, maintaining existing, and closing.
• Maintain Demand Deposit (checking, savings and Christmas Clubs).
• Process changes to restricted accounts and account level monetary holds.
• Set up sweep services and balance fee reversals and EFT batches.
• Maintain Account Analysis records and review maintenance requests for reasonableness and accuracy.
• Support the Deposit Operations Department to meet annual goals.
• Ensure compliance with applicable laws, regulations, policies and internal controls.

Skills

PC skills

Typing accuracy

Organizational skills

Time management

Communication skills

Multitasking

Data processing experience

Education

High School diploma or equivalent

Job description

Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities

This position is responsible for entering, maintaining, and verifying customer and deposit account information, customer debit cards, and safe deposit boxes. Has a firm understanding of CBNA offered products, and with the department helps to ensure that all accounts are established and maintained following bank guidelines.

• Enter, maintain and verify customer and deposit account information including, but not limited to:
• Certificate of Deposits
• Debit Cards
• Includes opening new cards, maintaining existing, and closing.
• Demand Deposit (checking, savings and Christmas Clubs)
• Customer Information
• Safe Deposit
• Appropriately process changes to restricted accounts and account level monetary holds.
• Monetary Processing
• Set up sweep services.
• Enter and balance fee reversals and EFT batches.
• Maintain Account Analysis records
• Ability to review all maintenance requested and performed for reasonableness of original request and accuracy of changes made.
• May have specialized training in one or more areas above, but must have a reasonable understanding of, and an ability to perform, maintenance and reviews in all areas.
• As an integral member of the Deposit Operations Department, this position is also responsible to provide assistance wherever necessary to help the Deposit Operations Department and the Bank in achieving their annual goals.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

Qualifications

• High School diploma or equivalent.
• PC skills
• Proficient typing and accuracy.
• Strong organizational skills.
• Good time management skills.
• Good communication skills.
• Able to multi-task.
• Two (2) years of data processing and banking experience preferred.
• All applicants must be 18 years of age or older.

Other Job Information

Hours: 40 hours/week (M-F 8:00-4:30)

Compensation: Commensurate with experience plus potential for annual merit increase.

In addition to your competitive salary, you will be rewarded benefits including:

• 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an affirmative action, equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Minimum

USD $16.50/Hr.

Maximum

USD $21.53/Hr.