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Deposit Account Maintenance Specialist I

Position Title: Deposit Account Maintenance Specialist I
Reports To: Deposit Account Maintenance Supervisor
Direct Reports: N/A
Salary Grade: 6
SUMMARY: Performs a wide variety of duties, pertaining to deposit account maintenance. Functions require knowledge of banking regulations, compliance, and policy specifications. This position supports daily interaction with branch personnel via phone and email communications.
JOB REQUIREMENTS:
A high school diploma or equivalent
College Degree preferred
1-2 year experience in banking or related field preferred
Basic knowledge of bank operational functions, policies, and procedures.
Understanding of State and Federal Banking Regulations
Possess the ability to understand computer functions and navigate web based programs
Knowledge of ITI systems preferred but not required.
Proficient in Microsoft Office programs (Outlook, Excel, Word) and standard office equipment.
Possess excellent interpersonal and customer service skills and the ability to function in an office environment with minimal personal interaction
The ability to converse clearly and concisely with verbal and written communications
Must be detail oriented, and have the ability to focus for repetitive tasks
Possess the ability to complete verbal task instructions, follow written procedures, and adhere to daily task deadlines
The ability to work flexible hours, overtime and weekends as required
Participate and complete all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
JOB FUNCTIONS:
Specific Job Functions
Receive and service customer phone calls and emails from bank representatives
Provide efficient, accurate, and high-quality service while maintaining good customer relations with peers, including bank staff.
Book account maintenance requests on DDA, SAV, COD accounts on core operating system that includes but is not limited to: personal information changes, account changes, statement changes, etc.
Review account maintenance changes performed by other bank operations personnel for accuracy
Review and process applicable accounts for Reg D Activity
Process W-9 for savings bonds and post to customer accounts
Review and determine authorities from entity agreements and supporting documents
Responsible for imaging and indexing of account contracts and supporting documents in imaging database
Perform other duties as assigned



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