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Whitaker Bank, Inc. · 22 hours ago

DEPOSIT OPERATIONS CLERK

Lexington, KY, US

Full-time

Onsite

Entry Level

1+ years exp

Whitaker Bank, Inc. is seeking a Deposit Operations Clerk responsible for reviewing new account paperwork and providing operational support to branches. The role involves ensuring compliance with banking regulations and delivering effective customer service to branch employees.

Banking

Responsibilities

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

Cross-trains less experienced deposit operations 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

Qualification

Precision softwareBanking compliance regulationsBranch operations knowledgeComputer operation skillsBasic math skillsEffective communicationOrganizational skillsTime management

Required

High school diploma or general education degree (GED); or 1 year of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution operations, sales or customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related

Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial account customers

Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies

Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs

Intermediate typing skills to meet production needs of the position

Basic knowledge of general office practices

Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner

Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees

Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations

Effective organizational and time management skills

Ability to work with general supervision while performing duties

Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities