Deposit Operations Clerk

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Full Time Lexington, KY, US

DEPOSIT OPERATIONS CLERK POSITION DESCRIPTION

The position of Deposit Operations Clerk is responsible for reviewing all new account paperwork to make sure accounts are set up properly in Precision; assisting branches with questions relating to customer service; reviewing reports to make sure accounts are coded correctly in Precision; and providing operational support to the branches.
This position is well suited for a detail oriented individual.

Assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.

• Provides support to all assigned areas of branch operations where service or assistance is needed by the CSR.
• Review all new accounts, as well as updated accounts to ensure all documentation has been obtained, scanned and matches the information in the Precision software.
• Maintains knowledge of customer service processes and requirements in order to answer questions from the CSRs regarding a specific process or product.
• Provide effective customer service to the branch employees by answering questions, investigating errors, and resolving problems or issues.
• Reviews reports to verify the information entered into the Precision software is correct.
• Process the Non-post, Suspect and NSF Reports on a daily basis.
• Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority.
• Records, files, updates information and sorts mail or reports as required.
• Gathers data and process various reports and callbacks with bank personnel.
• Types routine letters, reports and forms.
• Maintains files, copies and faxes documents, and orders and distributes supplies.
• May represent the Bank in various community, civic, and community reinvestment functions to further enhance the Bank’s image and develop additional business.
• Treats people with respect; keeps commitments;
  Inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
• You are to conduct yourself professionally and as a bank representative while at work and in public.
• Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
• Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank’s goals and values; benefits the bank through outside activities.
• Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.

The position of Deposit Operations Clerk performs duties specific to the position and other functions as assigned.

The position of Deposit Operations Clerk is not responsible for the supervision of any employee(s), however the incumbent required to assist in the cross-training of less experienced deposit operations staff members.

The incumbent is in a non-confined office-type setting in which he or she is free to move about  position includes driving a Bank or personal owned vehicle approximately 5% of the time which includes exposure to the outside weather elements and moving mechanical parts. It may include some minor annoyances such as noise, odors, drafts, etc.

The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 20 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.

The incumbent for this position may operate any or all of the following: telephone, cellular telephone, personal digital assistant (PDA) and/or Blackberry, copy and fax machines, adding machine (calculator), check protector, scanner and image systems, microfilm equipment, encoder, money counter, credit card terminal, typewriter, computer terminal, laptop computer, personal computer and related printers, or other equipment as directed.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable…