Returns & Reconciliation Specialist

Socket.dev; Town Center (TX); On-site; USD 35,000 - 45,000; Full time

Job summary

Woodforest National Bank, a nationally recognized award-winning bank, is seeking a Returns Specialist I to provide administrative and customer service support for deposit operations with a focus on returned items and disputes.

In this role you will review account activity, process payments, balance daily items, and ensure compliance with policies while maintaining accuracy in a fast-paced environment. Minimum qualifications include a high school diploma and 1–2 years in banking operations.

Qualifications

• 1-2 years of banking or financial services operations experience.
• Bookkeeping or deposit operations experience preferred.
• High School Diploma or equivalent required.

Responsibilities

• Reviews reports on invalid, closed and frozen accounts; posts rejected items to the correct accounts; and ensures daily items are balanced.
• Processes payments for customer items when deposits are made to cover negative balances or branch approval is received.
• Prioritize daily functions to meet strict Service Level Agreements.
• Process chargeback items, to include sending out large dollar notifications, and removing/placing holds accordingly.
• Reconcile end of day work-scan and save completed packets daily.

Skills

10-key proficiency

Microsoft Office

Data entry

Organizational skills

Communication skills

Team support

Attention to detail

Policy compliance

Education

High School Diploma

Tools

Banking software

Job description

Woodforest National Bank, a nationally recognized award-winning bank, is seeking a Returns Specialist I to provide administrative and customer service support for deposit operations with a focus on returned items and disputes.

In this role you will review account activity, process payments, balance daily items, and ensure compliance with policies while maintaining accuracy in a fast-paced environment. Minimum qualifications include a high school diploma and 1–2 years in banking operations.