Deposit Services

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.

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.

Bell Bank Culture, Policy and Accountability Standards

• Know and live Bell Bank’s values, bottom line, customer service standards, Golden Rules, and LOCBUTN by building personal connections with customers and employees and using their names as often as possible.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Code of Conduct, 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.

Education, Experience, and Other Expectations

• Associate’s Degree in business or related field.
• 0-2 years of experience in bank operations.
• Work flexible hours to support the department needs to include after hours and weekends, if necessary.

Knowledge, Skills, and Abilities

• 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.