Returns Specialist I

Woodforest National Bank; The Woodlands (TX); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

ESOP

401(k) Company Match

Paid Time Off

Job summary

Woodforest National Bank is seeking a Returns Specialist I in Texas to provide administrative and customer service support for deposit operations, focusing on rejected transactions, remotely created check disputes, stop payment suspect items, and special return items.

Responsibilities include reviewing account reports, posting items to correct accounts, balancing daily items, and reconciling end-of-day work. This role requires attention to detail and strong data entry skills.

Qualifications

• 1-2 years banking or financial services operations experience.
• Bookkeeping or deposit operations experience preferred.
• Proficiency with 10-key by touch and MS Office.
• Strong data entry and attention to detail.

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, including sending out large dollar notifications, and removing/placing holds accordingly.
• Reconcile end of day work-scan and save completed packets daily.

Skills

10-key by touch

MS Office proficiency

Data entry

Customer service

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite

Banking software

Job description

Job Description - Returns Specialist I (075040)

Your Future Starts Here!

Returns Specialist I - 075040

Description

Description Take the next step toward your new career today!
Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!

The Returns Specialist I is responsible for providing administrative and customer service support for deposit operations bookkeeping functions with a primary focus on rejected transactions, remotely created check disputes, stop payment suspect items, and special return items.

Key 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.

Competencies Required

• Solid technology aptitude including proficiency with 10 key functions and Microsoft Office (Excel, Word, Outlook, SharePoint, Access).
• Proficiency with 10-key by touch and Microsoft Office (Excel, Word, Outlook, SharePoint, Access), and the ability to quickly learn and navigate banking software applications and systems.
• Excellent organizational and data entry skills, with the ability to multi-task, maintain accuracy, and met deadlines in a fast paced, high volume environment.
• Good written and verbal communications skills.
• Customer service orientation with effective problem-solving abilities and strong analytical skills.
• Self-starter possessing the ability to work independently while supporting a team environment.
• Strong attention to detail and high concern for data accuracy.
• Ability to follow directions and apply proper policies, procedures and guidelines.
• Ability to work flexible hours; demonstrated good attendance and punctuality.
• Basic accounting knowledge including account reconciliation.
• Desire to achieve individual and team goals.

Qualifications

Qualifications Minimum Qualifications/Experience

• 1-2 years of banking or financial services operations experience.
• Bookkeeping or deposit operations experience preferred.

Formal Education & Certification

• High School Diploma or equivalent required.

Work Status

Full-Time.

Supervisory Responsibility

None.

Travel

0% - Negligible amount of travel expected.

Working Conditions

Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Woodforest is an Equal Opportunity Employer, including Disability and Veterans.

Job

Operations

Primary Location

Texas-The Woodlands

Schedule

Full-time

Work Locations

TX - Operations Center-0100 25231 Grogans Mill Rd The Woodlands 77380

Unposting Date

Ongoing

Organization

Texas - Houston

Strong Culturebuilt on our Core Values: Integrity, Ownership, Service and Community. It's not just talk. We walk the walk, from the CEO to front-line employees.

Be an Ownerand take control of your future with our Employee Stock Ownership Plan (ESOP), where your hard work translates into real ownership and an opportunity to share in the growth of Woodforest.

• 401(k) Company Match in ESOP Woodforest adds 50₵ for each $1 you save (up to 6% eligible pay). The match is made in Woodforest stock held in your ESOP account.
• Opportunities for Long-Term Growth Take advantage of growth opportunities and professional development to advance in your career.
• Banking Products & Services providing convenience, financial savings, and enhanced support to help you achieve your financial goals.
• Competitive Base Pay and regular compensation reviews to ensure you continue to earn competitive pay.
• Paid Time Away Branch Banking employees are offered PTO. Corporate employees are offered paid vacation and sick time.
• Medical Coverage 12 comprehensive plans available at an affordable cost!
• Short and Long-Term Disability & Life, AD&D Insurance 100% paid for by Woodforest plus other benefits available that will help ensure you and your family are confident and well-prepared for whatever comes your way.
• Well-being Program (Employee Assistance Program) that helps you take care of your physical, mental, and financial health.
• Resource Champions are available to connect you to comprehensive services including expert banking, wealth planning, ESOP, health & wellness programs, impactful community involvement & financial literacy education.

This information highlights our rewards and benefits but is not a complete description of our total rewards program. Woodforest reserves the right to modify, amend, suspend, or terminate any reward or benefit at any time for any reason. If there is a conflict between the information and the actual plan documents or policies, the documents or policies will always govern. The information should in no way be construed as a promise or guarantee of employment.

Woodforest National Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to any factor, including veteran status and disability status, protected by applicable federal, state, or local laws.

Woodforest National Bank services customers across Alabama, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Mississippi, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia and West Virginia.