Deposit Operations Specialist I

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

Job summary

WNB Financial, N.A. in Minnesota is seeking a Deposit Operations Specialist I to support clients primarily over the phone and perform back-office deposit tasks.

You will verify new accounts, maintain deposits, index documents in Synergy, and perform asset verifications, collaborating with Deposit Specialist Support II and Electronic Banking Specialists. The role emphasizes accuracy, confidentiality, and strong communication as you handle daily processing, account maintenance, and occasional

Qualifications

• 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 and co-workers; ability to maintain the integrity of highly confidential client and Bank information.
• Must possess ability to input and retrieve computerized information; strong organization skills; basic mathematical skills; legible handwriting; effective problem solving and research skills.

Responsibilities

• 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.
• 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.
• 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.

Skills

Customer service

Verbal communication

Written communication

Data entry

Attention to detail

Time management

Education

High school diploma or equivalent

Tools

Synergy

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. Occasional 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