- We maintain a professional workplace and strive for professional interactions.
Passionate
- We are motivated, curious, and industrious.
Positive
- We take pride but are humble, always extending trust to earn it.
Accountable
- We take ownership on behalf PSB, making no excuses under any circumstance.
Customer-Focused
- We ask "how do we get to yes?" - before saying "no."
Team-Oriented
- We protect our culture, treat each other with respect, and put the team before self.
Position Summary:
Responsible for all aspects of the DDA (checking account) application. Rotation of duties to serve as backup to three other areas of the operations department (ACH, Cards and Wires/Online Banking). Assist with customer calls in all areas of Deposit Operations.
Role and Responsibilities
Perform review and maintenance to existing accounts on system
Verify all DDA related signature cards/documents are completed and accurate and completing follow-up as necessary
Review various DDA reports and balance related general ledger accounts
Process DDA non-posts, stop payments exceptions, and NSF
Review Positive Pay
Process Chargebacks
Add stop payments to system
Process check adjustments and correction of posting errors
Place Holds on accounts and complete necessary follow-up
Process incoming/outgoing Large Dollar Return Notifications
Handle IBRETA and IOLTA accounts
Handle customer inquiries courteously, tactfully and competently
Saturday rotation in operations department
Scan, sweep, index and verify documents in the bank's imaging system
Create and maintain operations procedure instructions
Help maintain business continuity/disaster recovery plan
Participates in training seminars and webinars; keep up to date with regulations and bank policies
Qualifications and Education Requirements:
High School diploma or GED
Minimum of one-year related to clerical/administrative experience or training
Banking and/or bank operations experience preferred
Strong attention to detail, with a focus on accuracy and quality of work
Handle changing priorities in a deadline-oriented environment
Strong verbal and written communication skills
Outstanding customer service
This job description does not state or imply the only duties and responsibilities assigned to this job. Employee holding this job will be required to perform any other job-related duties requested by management. All job requirements are subject to possible modification to reasonably accommodate individuals with a disability. Peoples State Bank is an Equal Opportunity Employer.
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