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Support Services Processor
Union Bank
Tempe, AZ, United States
Job Details - this job has expired, please see similar jobs below
Reporting to the Retail Banking Support Services Manager, the Retail Banking Support Services Processor II is responsible for completing assigned daily, monthly and quarterly operational reports supporting the Retail and Private Bank Responsibility Centers. Included are the daily GL, sales exception and safe box reject reports, Vendor ATM Balancing, Right of Off-set evaluation with past due safe boxes, SCRA, involvement in annual Safe Box Escheatment project, monthly GL Certification, Special Instructions, Retirement Plan Center (RPC) related tasks and a variety of Safebox related tasks. The incumbent is required to have an understanding of Retail Bank’s operational policies and procedures as it relates to the assigned work. Performance accountability is measured to ensure operational performance is in accordance to Bank’s policies.
Major Responsibilities:
60% Operations
Review and complete all assigned reports and tasks in a timely manner as required to mitigate risk and ensure satisfactory audits. Utilize and follow department Desktop procedures to complete work accurately. Utilize department email and report annotation templates to ensure accuracy, consistency and professional communication. Identify issues in department procedures and escalate to Work Director or Lead. Approve transactions within assigned Delegated Authority and Journal Entry limits. Perform cross-functional activities within the Central Operations support group(s), as assigned. Train department employees (new and existing) when needed.
25% Customer Service
Demonstrate job knowledge, courtesy, and professionalism when interacting with our customers (Retail branch employees and business partners) to ensure extraordinary service is provided in all interactions and customer expectations are exceeded. Effectively resolve issues/challenges with clear communication. Escalate unresolved issues/challenges to the Work Director or Lead to ensure a positive experience for the customer.
15% Risk Management
Understand and identify potential risk opportunities in the work performed, including transaction approvals when applicable. Escalate any potential risks identified to the Work Director or Lead. Complete all regulatory and compliance assigned LEAP Certifications in a timely manner.
Qualifications
• 2 years of operational experience in the Financial Services industry.
• Customer Service experience required.
• Self-starter with strong organizational skills Understanding and knowledge of operational policies & procedures and regulatory requirements
• Excellent telephone techniques and etiquette
• Demonstrates effective business writing and communicate effectively (e.g., tone, professionalism, grammar, etc.)
• Ability to handle high volume transactions and work independently in a fast paced environment
• Ability to recognize, analyze and escalate issues that present risk to the Bank.
• Ability to work a flexible work schedule
• Knowledge of branch operating systems
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.