Deposit Operations Clerk - First Financial Corporation - Terre Haute, IN
Typical Job Entry Requirements
(To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.)
·
High school diploma or equivalent.
·
Basic computer skills, with data entry experience being a plus.
·
Initiative.
·
Accuracy and attention to detail.
·
Basic communications skills.
Primary Activities
(Essential duties and responsibilities include the following.
Other duties may be assigned.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)
ACCOUNT NUMBERING
·
Process incoming checking and savings signature cards to ensure proper completion. Confirm required legal documents are received with signature cards.
·
Verify signature cards for all newly opened accounts are received through new accounts report.
·
Place holds on new accounts where signature card were not received.
·
Monitor request system and follow up with Branches to ensure signature cards and other missing documents are received.
·
Perform quality review of information provided by account holder has been properly entered into the system and make corrections as necessary.
·
Assist Branches with questions regarding customer accounts.
·
Process title changes, product type changes, and other changes made to checking and savings accounts.
·
Compare documents received with Encore Work Queue.
·
Complete maintenance on employee accounts.
·
Complete quality control tracking reports.
TIN/OBITUARIES
·
Review Obituaries in newspapers/online within FFB service area and compare to current customer database.
·
Complete log sheet with customer and account(s) information at time of death.
·
·
·
·
·
·
·
·
Assist Customers and Branches with all aspects of IRAs and HSAs.
Competency/Skill Level
(The behaviors, knowledge, and motivations important to success in the job.)
·
Written and Oral Communication skills
·
Initiative
·
Customer Service Orientation
·
Problem Assessment and Solving skills
·
Teamwork
·
Practical Learning skills
·
Adaptability / Flexibility
·
Attention to Detail / Organization skills
·
Good working knowledge of Word and Excel
Key Behaviors
·
Telephone Etiquette
·
Services Internal/External Customer
·
Completes Required Documentation
·
Pays critical attention to detail
·
Recognizes and follows through to resolve problems
·
Personal Development
Bank Secrecy Act
·
Maintain sufficient knowledge and understanding of the Bank Secrecy Act, Anti-Money Laundering/Anti-Terrorist Financing/PATRIOT Act and OFAC regulations
·
To be able to fulfill applicable requirements and responsibilities under the bank’s related policies and programs
.
Critical Job Elements
(Essential duties and responsibilities include the following.
Other duties may be assigned.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)
·
Generally good working environment with little exposure to noise, extreme temperatures or other adverse factors.
·
Above average physical effort of hand and eye coordination, and dexterity of hand and fingers to work efficiently and accurately.
·
Above average mental effort consisting of complexity of decision making, concentration and memory.
·
Above average verbal and written communication skills in order to process customer account maintenance accurately and convey to branches corrections, documentation required.
0 comments:
Post a Comment