Deposit Operations Representative

Tioga State Bank
  • New York
    11 days ago

    Job Description

    GENERAL SUMMARY
    The Deposit Operations Representative position is responsible for accurate and timely processing of requests received from delivery channels such as Synergy, Synapsys CRM, and email.  Additional responsibilities include, but are not limited to, ensuring the accuracy of deposit account and customer records, deposit collections, wire transfers, file maintenance, handling disputes, research, fielding and resolving deposit account related questions, restraining notices and other legal documents and assisting retail staff with questions on deposit related processes & services.
     
    ESSENTIAL FUNCTIONS/MAJOR DUTIES
     
    • Be the “expert” in primary areas of responsibility & processing
    • Basic Understanding of Systems and Products that directly relate to Deposit Operations (non-primary responsibilities)
    • Process daily work  
    • Review records & transactions for accuracy & compliance with regulatory guidelines
    • Balance and reconcile accounts as needed 
    • Promote a positive team environment
    • Positive communication skills
    • Participates in creating operating efficiencies in areas of primary responsibility
    • High-Level of Computer Competency
    • Understanding of available resources:  4|Sight, Synergy, Outlook, Internet, 360, Queries/Impromptu, and various web-based admin portals, etc.
    • Owns their assigned responsibilities & tasks.
    DUTIES SUPPORTING ESSENTIAL FUNCTIONS
     
    • Provides backup to other deposit operations representatives
    • Maintains up-to-date written processes and procedures.
    • Reviews various financial and system reports.
    • Promotes a positive team environment.
    • Participates in creating operating efficiencies.
    • Participates as necessary to ensure that the department’s daily responsibilities are met.
    • Performs other duties as assigned.
    SCOPE OF POSITION
     
    General Scope:
    The nature of the work that is performed involves regular and recurring work situations.   The incumbent operates from specific and well-known procedures.  The incumbent performs duties with moderate supervision.
     
    Contacts:
    Contacts are normally made with others both inside and outside the bank.  Contacts frequently contain confidential/sensitive information, and always necessitating discretion.
     
     

    MINIMUM QUALIFICATIONS

     
    Job Specific Knowledge, Skills & Abilities:
    • High level of computer competency
    • Proficient keyboarding and data entry skills
    • The ability to read, write and speak English effectively
    • Basic math skills (add, subtract, multiply, divide)
    • Ability to communicate effectively, proficient interpersonal skills
    • Attention to detail and accuracy
    • Ability to prioritize, organize and multi-task
    • Problem analysis skills, troubleshooting, and ability to recommend solutions
    • Self-motivated/self-starter
    • Ability to maintain strict confidentiality is a must
     
    Education and/or Experience:
    • A high school diploma or equivalent required
    • A minimum of 2 years’ banking experience normally required.
    • Notary commission preferred.
     
    Working Conditions:
    • Subject to frequent interruptions
    • Extensive time spent viewing a computer screen
    • Subject to prolonged periods of time in a seated position
    • Subject to last minute extended or modified hours due to demands of the job
     
    EOE Disability/Veterans

    Numbers & Facts

    LocationNew York
    Websitehttps://www.tiogabank.com/resources/about/careers/

    Skills

    • Analysis Skillsunmatched
    • Banking Servicesunmatched
    • Communication Skillsunmatched
    • Credit and Collectionsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Detail Orientedunmatched
    • English Languageunmatched
    • Establish Prioritiesunmatched
    • File Maintenanceunmatched
    • Financial Reportingunmatched
    • Financial Systemsunmatched
    • IBM Cognosunmatched
    • Identify Issuesunmatched
    • Interpersonal Skillsunmatched
    • Legal Documentsunmatched
    • Mathematicsunmatched
    • Microsoft Outlookunmatched
    • Multitaskingunmatched
    • Problem Solving Skillsunmatched
    • Reconciliationunmatched
    • Regulatory Complianceunmatched
    • Resolve Customer Issuesunmatched
    • Retailunmatched
    • Time Managementunmatched

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