Job Title: Deposit Operations Specialist I
Summary:
Completes accurate and timely data entry, maintenance, analysis, and reporting of deposit operations transactions according to policy and procedural guidelines. Provides excellent customer service to internal and external customers.
Wage Type: Non-Exempt
Essential Duties & Responsibilities:
To perform this job successfully, an individual must be able to perform each of the essential duties satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The responsibilities for this position include:
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Managing the daily back-office operations for critical banking functions with careful consideration to quality control, compliance requirements and information security principles.
- Internet Banking User and Access Management
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Domestic wires Initiation and Management
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Exception reporting (NSF, UCF, non-posts, etc.);
- Dormant accounts;
- Fraud Investigations
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Account Verifications
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New Accounts
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Collections
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Deficient Balance and Write-off Management
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IRA distributions
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FDIC CD Collateral and Management
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Internal Controls monitoring
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Loan Operations
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Special Projects
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Write and maintain documentation related to core responsibilities.
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Listen effectively to customers' requests and promptly take the necessary action to assist them.
- Manage customer accounts utilizing card services and online banking applications.
- Accepts coaching, implements feedback from reviews to improve job performance.
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Balances speed and accuracy when processing customer requests while utilizing the internal banking network.
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Knowledge of banking products and services for cross-selling.
- Exhibits strong customer service skills, presents products and services while proactively educating clients on utilizing bank applications.
- Adapts to concepts and procedures, notifying management when additional training is needed on product and service knowledge.
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Escalates issues immediately and takes necessary steps to prevent and/or minimize loss to the bank.
- Takes the initiative to follow-up, escalate, or seek additional resources to ensure customer satisfaction.
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Completes timely and accurate data entry into bank processing systems in areas of:
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Develops themselves through training and development.
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Completes internal reconciliations as assigned.
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Adheres to all Bank policies, procedures, and compliance guidelines, including BSA/AML.
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Carries out responsibilities with professionalism, respect for others, in accordance with the organization's policies and applicable laws.
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Any other duties as assigned.
Key Deliverables:
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Compliance
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Quality
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Customer Service
Organizational Structure:
Reports to: Manager, Banking Operations
Supervises: None
Qualifications:
Required Knowledge/Skills:
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1-3 years' experience in banking
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1-2 years of call center experience preferred
Desired Knowledge/Skills:
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Bachelor's Degree Preferred
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High School education or equivalent
Talents:
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Strong positivity.
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Mission driven, competitive, goal oriented, and motivated to develop themselves and others.
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Energetic, resourceful, and appropriate work intensity to get the work done.
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Strong people acumen and relationship skills; naturally pre-disposed to quickly establish positive personal and professional relationships.
Other:
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Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
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Must be able to lift to 20 pounds.
This position is based in our historic downtown San Antonio Headquarters.
TransPecos Banks will not accept unsolicited resumes from any source other than the candidate. We will consider any candidate for whom an Agency submits an unsolicited resume, to have been referred to us by the Agency free of any charges or fees, other than those agencies we engage on a specific search. TransPecos Banks will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
