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Deposit Accts Document Specialist

  2024-12-03     MALVERN NATIONAL BANK     Malvern,AR  
Description:

Description/Job SummaryPosition Title: Deposit Accts Document SpecialistLocation: Malvern, ARDepartment: Deposit OperationsReports To: Operations Team ManagerEEO-1 Status: 5A Office and ClericalFLSA Status: Non-exemptHours: Full-time positionGENERAL SUMMARYUnder general supervision and guidance of the Operations Team Manager, the Deposit Accts Document Specialist will provide exceptional support and clerical service specific to MNB retail teams insuring compliance with internal controls, policies and procedures, and legal requirements while assisting to maintain the bank's RMS (Relationship Management System). The incumbent will have full working knowledge of the set-up of customer accounts to assist the frontline customer service representatives. Work is highly confidential in nature and involves the skilled use of a computer.ESSENTIAL DUTIES AND RESPONSIBILITIESReasonable accommodations may be made to enable individuals with disabilities to perform the essential functionsConsistently deliver phenomenal customer service through aggressive friendliness accompanied by honest, positive and confident behaviors (in-house and on the phone)Provide timely and accurate service to both internal and external customersRemain abreast of all deposit products offered to MNB customersDisplay working knowledge of CSR procedures and responsibilities in order to offer support to MNB retail teams, to include research and problem solving abilitiesWork daily with the bank's RMS (Relationship Management System); involving any customer added or maintenances (DDA, Savings, CD, IRA, Lockbox, Loans) within the systemProcess new account signature cards, checking all Demand and Savings accounts, CD and IRAs opened each day; process any revised signature cardsEnter and review stop payments; work with Account Monitoring - account and REG CC holdsReview Branch Safe Deposit Accounts for accuracySet-up and review Auto Transfers/Dynamic TransfersEnter ACH/Check TranslationsAnalyze Crippled statements for customer statement preparationVerify all "CIP" information is received on all customers according to CIP proceduresFollow up with CSRs to effect corrections and collections of required documentation on a timely basis while developing exception and tracking reportsMaintain a working knowledge of ATM, ACH, and Online bankingCrosstrain in other Deposit Operation positions in order to assist team members and serve as a backup when necessaryMaintain customer confidence and protect bank operations through utmost confidentialityPerform any other related duties as may be required or assignedTEAM EXPECTATIONSChampion the MNB mission statement with pride and enthusiasmPerform all aspects of your position with a coachable spiritSupport all other team members, providing assistance and encouragement to ensure service is provided in the most efficient and effective mannerCollaborate in the sharing of new ideas that will drive the organization's bottom lineParticipate in volunteer opportunities surrounding the bankExhibit professionalism at all timesQUALIFICATIONS AND REQUIREMENTSTo 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.EDUCATION AND EXPERIENCEHigh school diploma or GED requiredAssociates Degree; or two (2) years related work experience/training in business fields (e.g. accounting, business admin, finance, etc.) required.Minimum one (1) year of experience working in a bank or other financial institution preferred; Opening new accounts a PLUS!OTHER SKILLS AND ABILITIESDeposit Accts Document Specialist must be able toEffectively support SupervisionFoster an atmosphere of teamwork and enthusiasmExercise trustworthy service, courtesy, tact and diplomacy in dealing with othersDemonstrate excellent communication skills (both oral and written)Exhibit strong organizational skills and attention to detailManage assigned tasks effectively and independently while meeting time constraintsRead, understand and comply with documents (e.g. policy manuals, laws, regulations, internal procedures and controls, etc.) and exercise independent judgement, initiative, and discretion based on knowledge of such in performing daily activitiesMulti-task and rotate job tasks with seamless flexibilityProvide transportation to attend required training/meetings at designated locations within the bankProficiently type on a keyboardEfficiently use standard office equipment (i.e. desktop/laptop computer and software, copier, scanners, printers, fax, 10-key calculator, multi-line telephone system, etc.)Proficiently use MS Office applications (Word, Excel)Exhibit professional appearance and mannerPHYSICAL DEMANDSThe 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 accommodations may be made to enable individuals with disabilities to perform the essential functions.This position requires manual dexterity; to regularly sit; use hands to finger, key data, handle or feel; to reach with hands and arms; to talk and hear; the employee must occasionally stand, walk, bend, stoop, or kneel.The employee may regularly be required to lift and/or move up to 10 lbs.; occasionally lift and/or move up to 20 lbs.Specific vision abilities required by this job include close, distance, and focus.ENVIRONMENTAL CONDITIONSThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.There are no harmful environmental conditions that are present for this position. The noise level in the work environment is usually moderate and that of a typical office setting.SAFETY SENSITIVITYThis position is not considered safety sensitive as defined by the MNB Drug-Free Workplace Policy.OTHERPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.EOE STATEMENTMNB is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, marital status, pregnancy, status as a protected veteran, status as a qualified individual with a disability, or any other basis that may be determined by law.


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