Account Operations Associate

Description

Primary Functions: Perform a variety of deposit account servicing ,account reconciliation, wire, digital banking and debit card operations, including assisting customers & employees.

Primary Activities

• Perform Account Operations tasks as assigned.
• Conduct research on customer accounts.
• Support of digital banking applications, including but not limited to online banking, mobile banking, Zelle, card controls and Notifi.
• Answer and resolve inbound customer service questions and issues.
• Follow up on rejected items and perform operations-related account reconciliations.
• Provide support to customers via phone, email, chat and video.
• Promote Bank solutions that make our customers financial lives easy.
• Perform routine non-cash customer transactions.
• Participate in staffing the Banks phone-based customer service center.

Staff Activities

• Recognize and demonstrate the Banks Core Values:
• We are willing to sweep floors when no one is looking: We value and respect the contribution of each member of the team and work together even sweeping floors to support our mutual goals.
• We are passionate about our craft: Each day our effort is focused on doing better than the day before.
• We are willing to walk a mile to return a lost wallet: Going the distance to do right by our customers and co-workers.
• We are candid and kind: Our integrity, built on the trust of our community and among our peers, depends on our ability to communicate with respect, honesty and candor.
• Maintain the highest level of confidentiality of customer transactions and account information.
• Maintain knowledge of services in area of responsibility.
• Maintain basic knowledge of related state and federal banking compliance regulations.
• Assist customers with general Bank information and services.
• Maintain required level of quality and quantity of work.
• Demonstrate understanding and adherence to Bank Security procedures.
• Work within procedural limits of position.
• Promote Banks image and growth.
• Any other duties or projects assigned by supervisor.

Qualifications

Job Qualifications

• High school diploma.
• Some banking experience preferred.
• Successful completion of the Banks CSR(Customer Service & Representative) training.
• Requires excellent organizational and interpersonal skills.
• Computer knowledge & ability (windows, word, excel spreadsheets).

Physical & Environmental Factors

• Must be able to stand or sit for long periods of time.
• Work is normally performed in an office environment with some travel outside the Bank.
• May operate office equipment necessary to perform job function