Deposit Operations Specialist I: Client Support & Verification

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

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