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Deposit Account Maintenance Specialist
United Community Banks
Blairsville, GA, United States
Job Details - this job has expired, please see similar jobs below
Reports To: Deposit Account Maintenance Supervisor
Direct Reports: N/A
SUMMARY:
Performs a wide variety of duties, pertaining to deposit account maintenance. Functions require knowledge of banking regulations, compliance, and policy specifications. This position supports daily interaction with branch personnel via phone and email communications.
JOB REQUIREMENTS:
• A high school diploma or equivalent
• College Degree preferred
• 1-2 year experience in banking or related field preferred
• Basic knowledge of bank operational functions, policies, and procedures.
• Understanding of State and Federal Banking Regulations
• Possess the ability to understand computer functions and navigate web based programs
• Knowledge of ITI systems preferred but not required.
• Proficient in Microsoft Office programs (Outlook, Excel, Word) and standard office equipment.
• Possess excellent interpersonal and customer service skills and the ability to function in an office environment with minimal personal interaction
• The ability to converse clearly and concisely with verbal and written communications
• Must be detail oriented, and have the ability to focus for repetitive tasks
• Possess the ability to complete verbal task instructions, follow written procedures, and adhere to daily task deadlines
• The ability to work flexible hours, overtime and weekends as required
• Participate and complete all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
JOB FUNCTIONS:
Specific Job Functions
• Receive and service customer phone calls and emails from bank representatives
• Provide efficient, accurate, and high-quality service while maintaining good customer relations with peers, including bank staff.
• Book account maintenance requests on DDA, SAV, COD accounts on core operating system that includes but is not limited to: personal information changes, account changes, statement changes, etc.
• Review account maintenance changes performed by other bank operations personnel for accuracy
• Review and process applicable accounts for Reg D Activity
• Process W-9 for savings bonds and post to customer accounts
• Review and determine authorities from entity agreements and supporting documents
• Responsible for imaging and indexing of account contracts and supporting documents in imaging database
• Perform other duties as assigned