Research & Adjustment Specialist

First National Bank Alaska; Anchorage, Northern (AK, KY); Hybrid; USD 22,000 - 32,000; Full time

Job summary

First National Bank Alaska is seeking a Research & Adjustment Specialist to investigate irregularities and make precise corrections. You will liaise between branch supervisors, proof, and third-party institutions, ensuring accurate research and documentation.

Ideal candidates will be detail- and process-oriented, with banking experience and the ability to handle confidential information. The role supports daily operations from Monday through Friday in a team-oriented setting.

Qualifications

• Minimum two years related banking experience; or one year related banking experience and one year accounting related experience, education or training; or equivalent combination.
• Preferred: Customer service experience.
• Ability to keyboard 35 wpm; handle highly confidential information.
• Proficient with word processing, spreadsheets, email and internet.
• Ability to read, write and speak English; communicate with customers and staff.

Responsibilities

• Review transactions and investigate irregularities; make adjustments; act as liaison between branches, proof and third parties.
• Review daily image reports; identify exception items and report findings to supervisor.
• Respond to requests for account information and verifications of deposit.
• Prepare transit checks, adjustments, return documents and reports.
• Maintain files with research and documentation; retain supporting images.
• Process bank-to-bank collection items and respond to records requests.
• Perform other duties as assigned; comply with policies and laws.

Skills

Detail-oriented

Process-oriented

Investigative mindset

Written communication

Tools

Word processing

Spreadsheet

Email client

Internet

Microfilm reader

Microfiche reader

10-key calculator

Copier

Fax machine

Job description

Research & Adjustment Specialist

Start a career with First National Bank Alaska, the *Best Place to Work in Alaska* as recognized 11 years in a row by Alaska Business magazine readers.

Join our Banking Services Support Team!

We are hiring a Research and Adjustment Specialist to research and evaluate the source, or cause, of irregularities and make appropriate adjustments, as well as act as a liaison between branch supervisors, proof, and third-party institutions.

If you are detail- and process-oriented and enjoy investigating and following-through to resolution, this could be the position for you!

Salary: $19.50/hour minimum. Job/salary offer would be commensurate with experience.

Schedule: Monday-Friday

GENERAL PURPOSE SUMMARY
Researches account and report discrepancies and makes appropriate corrections and adjustments by performing the following essential duties and responsibilities:

ESSENTIAL DUTIES AND RESPONSIBILITIES
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Reviews completed transactions from proof, other areas in the bank and other financial institutions; researches and evaluates source and/or causes of irregularities; and makes appropriate adjustments internally, and to external sources. Acts as liaison between branch supervisors, proof, and third party institutions.

Reviews daily image reports identifying exception items and other image related discrepancies, and reports findings to supervisor.

Responds to requests for account information and verifications of deposit.

Prepares transit checks, adjustments, return documents, and reports.

Maintains accurate and complete files with documentation of research conducted and adjustments made, including all necessary supporting documentation and images.

Processes bank-to-bank collection items.

Produces records for internal and external records requests.

Performs other work-related duties as assigned by supervisor.

COMPLIANCE EXPECTATIONS

• Stay updated on relevant laws and regulations and complete all compliance training on time.
• Knowledgeable of and comply with bank policies, procedures, laws, and regulations that apply to you and your job.
• Maintain customer confidence and protect the bank’s operations by identifying and protecting confidential information.

QUALIFICATION REQUIREMENTS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION and/or EXPERIENCE:
Minimum: Two years related banking experience; or one year related banking experience and one year accounting related experience, education or training; or equivalent combination of education/training and experience.
Preferred: Customer service experience.

OTHER SKILLS and ABILITIES:
Word processing, spreadsheet, E-mail and Internet experience required. Ability to keyboard 35 wpm and operate a microfilm and microfiche reader/printer, copier, fax machine, and 10-key calculator by sight or touch preferred. Ability to handle highly confidential information.

LANGUAGE SKILLS:
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

MATHEMATICAL SKILLS:
Ability to calculate figures by adding and subtracting debits and credits. Ability to apply concepts of basic algebra and geometry.

REASONING SKILLS:
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

PHYSICAL DEMANDS
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.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms. The employee is frequently required to talk and hear. The employee is occasionally required to stand; walk; stoop, kneel, crouch, or crawl.

The employee must frequently lift and/or move up to 25 pounds. Specific vision ability required by this job includes close vision, distance vision, color vision, and the ability to adjust focus.

WORKING CONDITIONS
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

While performing the duties of this job, the employee may occasionally be exposed to work near moving mechanical parts.

The noise level in the work environment is usually moderate.