Deposit Services Specialist I

Bell BankFargo, ND
1d

About The Position

This position reviews and maintains customer information changes for all deposit accounts as required, providing assistance to other department inquiries regarding deposit services, and performing other required duties to provide a steady and accurate flow of information on a daily basis.

Requirements

  • Two-year degree in business or related field.
  • One to two years of experience in bank operations.
  • Excellent verbal and written communication skills.
  • Ability to analyze and resolve technical problems quickly in a demanding environment while working with minimal supervision.
  • Strong organizational, research, analytical, problem-solving skills, and attention to details.
  • Knowledge of personal computers and related software programs including, but not limited to, Windows XP and Microsoft Office and ability to effectively use them is required.

Responsibilities

  • Review new personal customer information, deposit accounts, safe deposit leases for accuracy, and maintain records when required.
  • Complete maintenance requests for all deposit accounts and customer information records.
  • Review new account report ensuring all account documentation and required maintenance is complete.
  • Complete required maintenance from death notification report.
  • Retrieve and process Cognos reports on a daily basis.
  • Provide support via phone and email to colleagues.
  • Assist in creating and maintaining updated procedures for department functions.
  • Ensure functional procedures are current and up to date compared to daily processes.
  • Communicate production processing issues timely to supervisor and teammates for resolution.
  • Participate in project meetings and work on assigned projects.
  • Provide courteous, accurate and prompt assistance to coworkers or customers regarding their accounts.
  • Follow established policies and procedures, accurately and efficiently to meet team quality standards.
  • Continually review daily workflow looking for improvements in production processing.
  • Work flexible hours to support the department needs to include after hours and weekends, if necessary.
  • Know by name and face as many customers and employees as possible, calling them by name as often as possible.
  • Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
  • Know, understand, and live the company values and bottom line.
  • Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
  • All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
  • Prompt and reliable attendance.
  • Perform other duties as assigned.
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