Deposit Operations Specialist I

WNB Financial NA; Winona (MN); On-site; USD 42,000 - 54,000; Full time

Job summary

WNB Financial NA in Minnesota seeks a Deposit Operations Specialist I to support clients over the phone while handling back-office duties in a collaborative team. You will verify new accounts, maintain deposit accounts, index documents into Synergy, and conduct deposit account asset verifications.

You will work with Deposit Specialist Support II staff and Electronic Banking Specialists to ensure accurate processing and exceptional service to clients in a fast-paced environment.

Qualifications

• Minimum of 1+ years customer service experience.
• Excellent verbal and strong written communication skills.
• Ability to input and retrieve computerized information; basic mathematical skills.

Responsibilities

• Provide client support over the phone to address and resolve customer inquiries.
• Assist with account access devices and fraud education for clients.
• Verify the accuracy of new deposit accounts, ATM/Debit cards, transfers, stop payments, and CIF maintenance.
• Index signature cards and other account documentation into Synergy; complete external account verifications.
• Back up Deposit Operations Department coworkers as assigned.
• Participate in bank committees and training as required.

Skills

Customer service experience

Verbal and written communication

Time management

Education

High school diploma

Job description

Description

This is a fast-paced, client-centric, role with a mix of client service (over the phone) and back office work in a supportive team environment. Consider joining Team WNB!

As a Deposit Operations Specialist I, your primary function will be supporting our clients over the phone. In addition to client calls, you will be responsible for verification of all new accounts and maintenance on deposit accounts, indexing of documents into Synergy, and deposit account asset verifications. You will work closely with Deposit Specialist Support II staff and Electronic Banking Specialists.

Essential Functions:

Customer Service 75%

• Provides client support over the phone to address and resolve customer inquiries
• Provides client support for all account access devices offered by the Bank
• Assists with fraud education for clients

Operations 20%

• Reviews closed account report daily to ensure that related products are closed.
• Verifies the accuracy of all new deposit accounts, ATM/Debit cards, telephone transfers, new and deleted stop payments, and deposit and CIF maintenance according to set procedures
• Indexes signature cards, account maintenance, and other account documentation into Synergy
• Completes external account verification requests
• Backs up Deposit Operations Department coworkers as assigned

Additional Duties and Responsibilities 5%

• Serves on Bank committees as needed
• Other job related duties necessary to carry out the responsibilities of this position
• Participates in internal and external training and development opportunities as required

Requirements

Work Relationships and Scope:

Has regular contact with clients and co-workers. Occasional contact with suppliers/vendors. Works regularly with highly confidential business and client information. Occasionally participates in bank committees and events.

Performance Dimensions:

Quality, accuracy, reliability, thoroughness and timeliness of work performed and services provided to clients and co-workers; customer satisfaction with services provided; strong attention to detail; meets established deadlines; keeps Bank and client information confidential; demonstrates friendly and helpful approach and attitude toward internal and external clients. Effectively communicates and develops good working relationships with all co-workers and clients; professional workplace appearance and conduct; honesty and integrity in all client and co-worker communications; reliability in reporting to work regularly and on time; understands Bank policies and procedures and applicable state and federal regulations. Participates in training and appropriate professional development. Multi-tasks and effectively manages varying duties throughout the workday. Demonstrates professionalism, commitment to the job, and loyalty to the bank.

Knowledge, Skills and Abilities:

A High school diploma or equivalent with emphasis on business related coursework required. A minimum of 1+ years customer service experience required. Must possess courteous and professional customer service attitude; excellent verbal and strong written communication skills for interacting professionally with clients (both pleasant and difficult situations) and relating to other co-workers; ability to maintain the integrity of highly confidential client and Bank information. Must possess technical ability to input and retrieve computerized information; strong organization skills; basic mathematical skills (add, subtract, multiply, divide, fractions, percents, decimals); legible handwriting; effective problem solving and research skills. Must possess ability to deal effectively with time pressures and stress that can change hourly depending on level of client activity.

Working Conditions:

Work is performed largely in an office environment with minimal chance for personal injury. Occasional out-of-town and overnight business travel (air or auto) is required for business and education. Regular mental and visual concentration for computer usage required. Frequent use of the telephone. Frequent repetitive use of keyboard for approximately 7-8 hours per day. Frequent repetitive fingering of documents. Requires ability to receive and provide detailed information through verbal communication. Requires near- and mid-range vision. Will alternate sitting, standing, and walking throughout work shift. Bend, turn, lift, and carry up to 20 pounds of documents and office supplies. Climb stairs. Occasional exposure to significant work pace. Work is performed generally during regular business hours with minimal expectation of overtime.

Equipment Used:

Operates personal computer in a Windows environment for word processing, spreadsheets, e-mail, internet, and other bank specific software. Operates Silverlake, core banking system. Utilizes a variety of office equipment including: computer printer, ten-key calculator, fax, copy machine, and multi-line telephone.

EEO/AA Employer/Vets/Disability