This
position is directly responsible for overall operational support for Deposit
Sales Support functions, ensuring accuracy and compliance with regulations and
bank policies. The ideal
candidateis alsoexpected to assist/advise on the successful
attainment of departmental objectives while maintaining high quality work
standards and identifying and mitigating risks associated with these functions.
Essential Duties and
Responsibilities (Other duties may be assigned.)
* Perform research, review and assessment activities as needed
to support DSS daily operations.
* Provide direct
and back-up functional support for all DSS functions.
* Complete operational reporting and analysis for
Deposit Sales Support processes and other systems as needed for reporting to management.
* Facilitate
procedural documentation updates and standardization.
* Provide support and assistance with various product
support functions, including DDA, SAV, and Retirement, Sweep, etc., product
set-up and review.
* Generate reports
(Excel, H360, etc.) to provide support to various departments within the
department/organization.
* Represent
DSS in various meetings, project initiatives and Compliance/Audit reviews.
* Work
with various departments in the organization to assist customers and provide
support for various services within the organization/department.
* Prepare
audit documentation as required.
* Support
Branch Administration and Business Services with IntraFi account processing.
* Assist
and advise with Escheat/Abandoned Property Processing annually.
* Assist
with researching and reconciling General Ledger accounts daily, including
Official Checks, Interest Checks, and Expense Checks.
* Provide
back-up assistance for Cash Services Operations, including ordering branch/ATM/commercial
currency and foreign currency.
* Meet
service level targets with regard to timely responses to customer/colleague requests.
* Aid
and assist with Safe Deposit Box management, including reporting, past-due
management, and coordination with Branch resources.
* High school diploma or Equivalent and 5 years bank
experience, or an equivalent combination of education and experience.
* General knowledge of compliance and regulatory
requirements related to deposit accounts
* Active knowledge and practice of generally accepted
accounting principles.
* Experience with core deposit product account functionality
is preferred.
* Effective oral and written communication skills.
* Ability to compute basic to moderately complex math
calculations.
* Proficiency in using personal computers and office products (e.g.,
Word, Excel). Familiarity with
report-writing or spreadsheet software preferred.
* Ability to multitask and manage priorities and
deadlines.
* Basic problem-solving and analytical skills. Ability to interpret a variety of
instructions furnished in written, oral, diagram, or schedule form.