Deposit Operations Associate
Cincinnati, OH jobs
Since founded in 1904, Union Savings Bank has been serving the local community by promoting responsible home ownership through prudent lending. We are headquartered in Cincinnati, Ohio, where we began, and currently operate 38 full-service branches and lending offices in Ohio, Indiana, Kentucky, and Pennsylvania. Union Savings Bank is an Equal Opportunity Employer.
Purpose of the role
Union Savings Bank is seeking a reliable and motivated Deposit Operations Associate to support essential functions within the Accounting & Finance team. This role is ideal for individuals who bring a strong attention to detail, a team-first attitude, and a desire to grow their career in banking operations. The Deposit Operations Associate plays a vital role in wire processing, deposit account support, internal service, and cross-functional coordination.
Essential Duties and Responsibilities
Wires
Manage daily wire initiations, including branch, escrow, construction, liquidity, and internal transfers
Review outgoing wires for completeness and accuracy before submission
Collaborate with internal stakeholders to ensure timely processing and documentation
Maintain records and reconcile daily wire activity within the general ledger
Operational Support
Process customer address changes and manage return mail workflows
Maintain accurate deposit records and follow up directly with customers when needed
Assist with journal entry reviews and support the monthly and year-end close process
Customer Service
Assist the deposit operations phone team by fielding inquiries related to online banking or account maintenance
Respond promptly and professionally to both internal and external requests
Help ensure every customer interaction is handled with accuracy, clarity, and respect
Team Engagement
Contribute to a culture of shared accountability and mutual support within the team
Remain open to coaching, process updates, and continuous improvement
Take initiative in managing time, completing tasks, and solving problems
Collaborate cross-functionally to streamline workflows and enhance service delivery
Values
Foster and model the values of the Bank in all activities, with a high value placed on building relationships, engagement and collaboration, with internal stakeholders as well as those in the communities served.
Education and Experience
High school diploma required
Prior experience in banking operations, accounting, or administrative processing a plus
Job competencies
Responsibility & Follow-Through: Takes ownership of assigned tasks and ensures accuracy and timeliness
Detail-Oriented: Understands the importance of precision in banking processes, documentation, and recordkeeping
Service-Minded: Focuses on being helpful, responsive, and clear in all interactions
Collaborative: Works well with teammates and communicates effectively across functions
Adaptable: Embraces change and is willing to improve processes and learn new systems
Accountable: Owns outcomes and handles mistakes constructively and professionally
Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required for this position. Duties, responsibilities and activities may change at any time; with or without notice.
Union Savings Bank is an Equal Employment Opportunity and Affirmative Action Employer and will make all employment-related decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
EFT Operations Representative
Columbus, OH jobs
The EFT Operations Representative is responsible for any duties within the EFT Department including data input, maintaining production reports, providing support to branch offices and customer inquiries by providing exceptional customer service.
Essential Functions
* Assist Retail Offices and Customers with EFT questions and troubleshoot cardholder issues
* Cultivate good work relationships with other departments
* Provide excellent customer service and business unit support
* Ensure total document and data integrity
* Maintain knowledge of job specific debit card bank products and services
* Input data into related bank systems, and into STAR Platform to order new debit cards or reissue exist debit cards
* Perform debit card maintenance in the STAR platform per customer submitted requests through the branch or Customer Service
* Maintain the integrity of related bank systems, production reports, and monthly, quarterly, and annual Touché reports
* Ensure all performance standards are met
* Interact as appropriate with all vendors and/or business partners
* Operate equipment and perform routine maintenance
* Partner with coworkers and other departments appropriately
* Protect the security of all information appropriately
* Recommend improvements to procedures
* Attempt to exceed production expectations
* Minimize departmental nonpayroll costs
* Contribute to measurable goal sett and achievements
* Ensure total quality of work performed
* Recommend expense control measures, product, service, and delivery enhancements, and quality control enhancements
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
Qualifications
* High School Diploma or equivalent preferred
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyDeposit Operations Representative
Easton, MD jobs
Shore United Bank is seeking a full-time Deposit Operations Representative to join our team. This role offers a hands-on opportunity to support a wide range of banking operations, from processing electronic transactions and managing debit card activity to investigating fraud and maintaining accurate records. You will collaborate with teams across the bank and help troubleshoot system issues to keep operations running smoothly. Along the way, you'll build expertise in key areas like ACH, check fraud, and customer support, making a real impact every day.
Essential Functions Include:
Processes various work related to banking operations functions, e.g., legal and related, account maintenance, analysis, and electronic deposit products, etc.
Provides basic assistance to staff throughout the bank with technical aspects of duties relating to banking operations procedures.
May provide training assistance to new bank personnel with respect to banking operations.
Research problems with banking operations systems and technology; provides reports on findings.
Maintains various records relating to banking operations; updates on an ongoing basis in order to keep current.
May provide assistance in the central mail room or in other units of banking operations.
ATM/Debit Cards - all aspects: process, research and tracking of fraudulent transactions and communicating with customers, ATM switch balancing, verifying fee and interest reversals on disputes, ATM/Debit Card ordering.
ACH - all aspects; assist with processing of various customer ACH (electronic) transactions, dispute research, verifying fee and interest reversals on disputes, process returns, and NOC's.
Check Fraud - all aspects not Branch or Risk department related, handling of Affidavits - reviewing for accuracy, compiling all necessary documentation to deal direct with other BOFD's for reimbursement of items not able to be returned via the Outgoing Fed file, monitoring the status of the claim, making entries between accounts and gl's according to reimbursement or write off; handling the timely return of items whenever possible - notifications provided by Positive Pay, customer or Branch that can be returned in the Outgoing Fed file, making entries between accounts and gl's accordingly.
Responding to all pertinent emails and voicemails timely; answers incoming phone calls from internal and external customers
Learn basics of Yellowhammer Fraud Detective, working EFT entries.
Assist and perform job duties as new products and processes are added.
Identifies and responds to opportunities to communicate affiliates products and services to promote the image of the affiliate and the promote Shore United Bank's products and services to potential customers and referring those customers to the proper personnel.
Coordinates specific work tasks with other personnel within the department as well as with other departments to ensure the smooth and efficient flow of information.
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace.
Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel.
Responds to inquiries relating to his/her particular area, or to requests from customers, other bank personnel, etc., within given time frames and within established policy.
Assists the immediate supervisor with various administrative tasks to support department operations, as directed; may also be assigned special projects.
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Demonstrates compliance awareness by completing all required regulatory and compliance training (e.g., BSA, CRA, ECOA) on or before deadlines, and actively supporting all policies, procedures, and practices that promote risk management, safety, and regulatory adherence.
Location: Shore Bancshares Headquarters - 28969 Information Ln, Easton, MD 21601
Position Type/Expected Hours of Work:
Full-time.
Non-exempt.
Days of Work: Monday-Friday.
Required Education and Experience:
High school diploma/GED equivalent.
1 year experience successfully providing excellent customer service in a fast-paced environment.
Compensation:
The pay range for this position is $18.00 to $26.50 hourly.
Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
Company Benefits:
Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
Comprehensive benefits package for full-time employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more!
Paid parental leave
401k savings plan with up to a 4% company match
Employee Stock Purchase Plan
Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
Opportunity for growth and advancement
Paid training program and continuous training sessions throughout the year on various topics
Generous paid time off and paid sick time
Community involvement opportunities
Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals.
Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.
Auto-ApplyEFT Operations Representative
Warren, PA jobs
The EFT Operations Representative is responsible for any duties within the EFT Department including data input, maintaining production reports, providing support to branch offices and customer inquiries by providing exceptional customer service.
Essential Functions
Assist Retail Offices and Customers with EFT questions and troubleshoot cardholder issues
Cultivate good work relationships with other departments
Provide excellent customer service and business unit support
Ensure total document and data integrity
Maintain knowledge of job specific debit card bank products and services
Input data into related bank systems, and into STAR Platform to order new debit cards or reissue exist debit cards
Perform debit card maintenance in the STAR platform per customer submitted requests through the branch or Customer Service
Maintain the integrity of related bank systems, production reports, and monthly, quarterly, and annual Touché reports
Ensure all performance standards are met
Interact as appropriate with all vendors and/or business partners
Operate equipment and perform routine maintenance
Partner with coworkers and other departments appropriately
Protect the security of all information appropriately
Recommend improvements to procedures
Attempt to exceed production expectations
Minimize departmental nonpayroll costs
Contribute to measurable goal sett and achievements
Ensure total quality of work performed
Recommend expense control measures, product, service, and delivery enhancements, and quality control enhancements
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Qualifications
High School Diploma or equivalent preferred
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyEFT Operations Representative
Independence, OH jobs
The EFT Operations Representative is responsible for any duties within the EFT Department including data input, maintaining production reports, providing support to branch offices and customer inquiries by providing exceptional customer service.
Essential Functions
* Assist Retail Offices and Customers with EFT questions and troubleshoot cardholder issues
* Cultivate good work relationships with other departments
* Provide excellent customer service and business unit support
* Ensure total document and data integrity
* Maintain knowledge of job specific debit card bank products and services
* Input data into related bank systems, and into STAR Platform to order new debit cards or reissue exist debit cards
* Perform debit card maintenance in the STAR platform per customer submitted requests through the branch or Customer Service
* Maintain the integrity of related bank systems, production reports, and monthly, quarterly, and annual Touché reports
* Ensure all performance standards are met
* Interact as appropriate with all vendors and/or business partners
* Operate equipment and perform routine maintenance
* Partner with coworkers and other departments appropriately
* Protect the security of all information appropriately
* Recommend improvements to procedures
* Attempt to exceed production expectations
* Minimize departmental nonpayroll costs
* Contribute to measurable goal sett and achievements
* Ensure total quality of work performed
* Recommend expense control measures, product, service, and delivery enhancements, and quality control enhancements
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
Qualifications
* High School Diploma or equivalent preferred
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyExperienced Deposit Operations Representative
Aberdeen, MD jobs
Job Details Aberdeen Office - Aberdeen, MD Full Time $19.00 - $23.00 Hourly NoneDescription
Experienced Deposit Operations Representative
The Deposit Operations Team at Harford Bank is responsible for Exception Item Processing, Account Maintenance, ACH, EFT, ATM, overdraft protection, reconcilement of general ledger accounts, wires, and answering phone calls for password resets, applications issues, etc. You will work closely with all customer-facing team members as well as external customers.
Responsible for embracing and supporting Harford Bank's core values and vision.
Provide a superior customer experience by responding to all customer inquiries in a timely fashion, providing clear and concise information in a friendly and professional manner by all channels, including telephone, mail, and online messaging.
Identify and resolve or escalate any problems that have customer or regulatory impact.
Serve as a resource for team members by assisting with questions and providing guidance.
Develop and maintain an understanding of the major payment methods and settlements processed by deposit operations: check, ACH, wire, card, cash transactions.
Perform daily processing of wire transfers document preparation and data input.
Maintain image databases for storage of new account documentation.
Identify and action suspicious transactions.
Correct and process daily exception items.
Maintain online banking and debit card profiles.
Process account maintenance to include stop payments, returns, address changes, e-statements, ChexSystems reporting, etc.
Qualifications
High school or equivalent; college business courses beneficial
Minimum of one year experience working in a call center service environment or a minimum of one year working in a banking environment, either in operations or retail. Strongly prefer the candidate possesses at least 1-2 years of deposit operations expereince.
Exceptional customer service skills required.
Superior level of detail orientation and ability to multitask.
Computer skills to include Microsoft excel and word and the aptitude to work within multiple systems.
Exceptional understanding and demonstration of listening skills and problem-solving abilities.
Self-starter, mindful of deadlines and follow through.
Strong interpersonal skills.
Strong verbal and written communication skills to include phone, email, and professionally written correspondence with customers, vendors, and institutions.
Harford Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, Protected Veteran status, and sexual orientation/gender identity.
Successful completion of background and credit check are required as a condition of employment.
EFT Operations Representative
Bellevue, PA jobs
The EFT Operations Representative is responsible for any duties within the EFT Department including data input, maintaining production reports, providing support to branch offices and customer inquiries by providing exceptional customer service.
Essential Functions
* Assist Retail Offices and Customers with EFT questions and troubleshoot cardholder issues
* Cultivate good work relationships with other departments
* Provide excellent customer service and business unit support
* Ensure total document and data integrity
* Maintain knowledge of job specific debit card bank products and services
* Input data into related bank systems, and into STAR Platform to order new debit cards or reissue exist debit cards
* Perform debit card maintenance in the STAR platform per customer submitted requests through the branch or Customer Service
* Maintain the integrity of related bank systems, production reports, and monthly, quarterly, and annual Touché reports
* Ensure all performance standards are met
* Interact as appropriate with all vendors and/or business partners
* Operate equipment and perform routine maintenance
* Partner with coworkers and other departments appropriately
* Protect the security of all information appropriately
* Recommend improvements to procedures
* Attempt to exceed production expectations
* Minimize departmental nonpayroll costs
* Contribute to measurable goal sett and achievements
* Ensure total quality of work performed
* Recommend expense control measures, product, service, and delivery enhancements, and quality control enhancements
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
Qualifications
* High School Diploma or equivalent preferred
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyDeposit Operations Representative
Waldorf, MD jobs
Shore United Bank is seeking a full-time Deposit Operations Representative to join our team. This role offers a hands-on opportunity to support a wide range of banking operations, from processing electronic transactions and managing debit card activity to investigating fraud and maintaining accurate records. You will collaborate with teams across the bank and help troubleshoot system issues to keep operations running smoothly. Along the way, you'll build expertise in key areas like ACH, check fraud, and customer support, making a real impact every day.
Essential Functions Include:
Processes various work related to banking operations functions, e.g., legal and related, account maintenance, analysis, and electronic deposit products, etc.
Provides basic assistance to staff throughout the bank with technical aspects of duties relating to banking operations procedures.
May provide training assistance to new bank personnel with respect to banking operations.
Research problems with banking operations systems and technology; provides reports on findings.
Maintains various records relating to banking operations; updates on an ongoing basis in order to keep current.
May provide assistance in the central mail room or in other units of banking operations.
ATM/Debit Cards - all aspects: process, research and tracking of fraudulent transactions and communicating with customers, ATM switch balancing, verifying fee and interest reversals on disputes, ATM/Debit Card ordering.
ACH - all aspects; assist with processing of various customer ACH (electronic) transactions, dispute research, verifying fee and interest reversals on disputes, process returns, and NOC's.
Check Fraud - all aspects not Branch or Risk department related, handling of Affidavits - reviewing for accuracy, compiling all necessary documentation to deal direct with other BOFD's for reimbursement of items not able to be returned via the Outgoing Fed file, monitoring the status of the claim, making entries between accounts and gl's according to reimbursement or write off; handling the timely return of items whenever possible - notifications provided by Positive Pay, customer or Branch that can be returned in the Outgoing Fed file, making entries between accounts and gl's accordingly.
Responding to all pertinent emails and voicemails timely; answers incoming phone calls from internal and external customers
Learn basics of Yellowhammer Fraud Detective, working EFT entries.
Assist and perform job duties as new products and processes are added.
Identifies and responds to opportunities to communicate affiliates products and services to promote the image of the affiliate and the promote Shore United Bank's products and services to potential customers and referring those customers to the proper personnel.
Coordinates specific work tasks with other personnel within the department as well as with other departments to ensure the smooth and efficient flow of information.
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace.
Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel.
Responds to inquiries relating to his/her particular area, or to requests from customers, other bank personnel, etc., within given time frames and within established policy.
Assists the immediate supervisor with various administrative tasks to support department operations, as directed; may also be assigned special projects.
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Demonstrates compliance awareness by completing all required regulatory and compliance training (e.g., BSA, CRA, ECOA) on or before deadlines, and actively supporting all policies, procedures, and practices that promote risk management, safety, and regulatory adherence.
Location: Waldorf Branch: 3035 Leonardtown Rd., Waldorf, MD 20601
Position Type/Expected Hours of Work:
Full-time.
Non-exempt.
Days of Work: Monday-Friday.
Required Education and Experience:
High school diploma/GED equivalent.
1 year experience successfully providing excellent customer service in a fast-paced environment.
Compensation:
The pay range for this position is $18.00 to $26.50 hourly.
Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
Company Benefits:
Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
Comprehensive benefits package for full-time employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more!
Paid parental leave
401k savings plan with up to a 4% company match
Employee Stock Purchase Plan
Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
Opportunity for growth and advancement
Paid training program and continuous training sessions throughout the year on various topics
Generous paid time off and paid sick time
Community involvement opportunities
Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals.
Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.
Auto-ApplyCash Management Operations Rep. - Harrisburg, PA
Harrisburg, PA jobs
A great experience starts with a great team! Mid Penn Bank is actively seeking a Cash Management Operations Representative in Harrisburg, PA
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Cash Management Operations Representative is responsible for completing the products and services related to cash management, such as ACH and wire processing. This individual will develop an understanding of the core processing system and the various modules attached to that system and utilize this knowledge, along with written procedures, to carry out the processes related to fulfilling the cash management products and services. The Cash Management Operations Representative will work closely with IT, the Online Banking Department, Deposit Services and Finance, as well as the Cash Management Sales Team to meet all customer needs.
This is an on-site opportunity!
Essential Duties and Responsibilities
Adheres to training and documented procedures in fulfilling the products and services related to cash management.
Develops an understanding of the core processing system and any ancillary modules required to support cash management.
Ensures the cash management products and services are being delivered to customers efficiently and effectively.
Assists customers in their daily processes and with any questions or concerns they may have about their cash management products or services.
Assists new and existing customers with answering questions and providing needed instructions for cash management services such as Remote Deposit Capture, Online Banking, ACH, Wire, and additional service needs as they occur.
Provides customer service to our internal sales team and our external customers through the complete phase of the relationship from initial sale to existing customer support.
Works closely with Online Banking to provide support and backup for the commercial online banking functionality from implementation to customer support.
Works closely with Cash Management Sales Team to develop an understanding of how products and services work and how we can meet individual customer needs.
Responds to inquiries relating to his/her particular area, or to requests from customers, other company personnel, etc., within given time frames and within established policy.
Trains backup for support while out of office.
Develops procedures for all daily, weekly, and monthly tasks.
Coordinates specific work tasks with other personnel within the department, as well as with other departments, in order to ensure the smooth and efficient flow of information.
Designs and prepares reports to track services and critical transaction information.
Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate company personnel.
Participate in disaster recovery plans for service offerings.
Education & Qualifications
An Associate degree in related field and/or related work experience required; with experience in business account cash management services, including sweep accounts, account analysis, wire transfers, ACH services and remote deposit capture is preferred.
A minimum of one (1) years' experience in related positions normally required.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; Accounting basics knowledge; proficient interpersonal relations and communicative skills; proficient customer service skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; familiar with financial services technology; strong analytical, troubleshooting and problem resolution skills; an understanding of cash management services such as account analysis, sweep account processing, positive pay, lock box, commercial online banking, remote deposit capture, ACH and NACHA rules, wire transfer processing, and a strong understanding of commercial customer needs; must be familiar with current regulations surrounding the above listed services; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less ; visual, auditory and speaking skills; valid driver's license is required.
Equipment/Machines
Telephone
PC/Computer keyboard
Printer
Calculator
Fax machine
Copy machine
ITI Core Processing System
ACH Processing System
Commercial Online Banking System
Remote Deposit Capture System
Other core processing modules related to Cash Management Products and Services
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Auto-ApplyCash Management Operations Rep. - Harrisburg, PA
Harrisburg, PA jobs
A great experience starts with a great team! Mid Penn Bank is actively seeking a Cash Management Operations Representative in Harrisburg, PA We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Cash Management Operations Representative is responsible for completing the products and services related to cash management, such as ACH and wire processing. This individual will develop an understanding of the core processing system and the various modules attached to that system and utilize this knowledge, along with written procedures, to carry out the processes related to fulfilling the cash management products and services. The Cash Management Operations Representative will work closely with IT, the Online Banking Department, Deposit Services and Finance, as well as the Cash Management Sales Team to meet all customer needs.
This is an on-site opportunity!
Essential Duties and Responsibilities
* Adheres to training and documented procedures in fulfilling the products and services related to cash management.
* Develops an understanding of the core processing system and any ancillary modules required to support cash management.
* Ensures the cash management products and services are being delivered to customers efficiently and effectively.
* Assists customers in their daily processes and with any questions or concerns they may have about their cash management products or services.
* Assists new and existing customers with answering questions and providing needed instructions for cash management services such as Remote Deposit Capture, Online Banking, ACH, Wire, and additional service needs as they occur.
* Provides customer service to our internal sales team and our external customers through the complete phase of the relationship from initial sale to existing customer support.
* Works closely with Online Banking to provide support and backup for the commercial online banking functionality from implementation to customer support.
* Works closely with Cash Management Sales Team to develop an understanding of how products and services work and how we can meet individual customer needs.
* Responds to inquiries relating to his/her particular area, or to requests from customers, other company personnel, etc., within given time frames and within established policy.
* Trains backup for support while out of office.
* Develops procedures for all daily, weekly, and monthly tasks.
* Coordinates specific work tasks with other personnel within the department, as well as with other departments, in order to ensure the smooth and efficient flow of information.
* Designs and prepares reports to track services and critical transaction information.
* Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate company personnel.
* Participate in disaster recovery plans for service offerings.
Education & Qualifications
* An Associate degree in related field and/or related work experience required; with experience in business account cash management services, including sweep accounts, account analysis, wire transfers, ACH services and remote deposit capture is preferred.
* A minimum of one (1) years' experience in related positions normally required.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; Accounting basics knowledge; proficient interpersonal relations and communicative skills; proficient customer service skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; familiar with financial services technology; strong analytical, troubleshooting and problem resolution skills; an understanding of cash management services such as account analysis, sweep account processing, positive pay, lock box, commercial online banking, remote deposit capture, ACH and NACHA rules, wire transfer processing, and a strong understanding of commercial customer needs; must be familiar with current regulations surrounding the above listed services; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less ; visual, auditory and speaking skills; valid driver's license is required.
Equipment/Machines
* Telephone
* PC/Computer keyboard
* Printer
* Calculator
* Fax machine
* Copy machine
* ITI Core Processing System
* ACH Processing System
* Commercial Online Banking System
* Remote Deposit Capture System
* Other core processing modules related to Cash Management Products and Services
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Cash Management Operations Rep. - Harrisburg, PA
Harrisburg, PA jobs
A great experience starts with a great team! Mid Penn Bank is actively seeking a Cash Management Operations Representative in Harrisburg, PA We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Cash Management Operations Representative is responsible for completing the products and services related to cash management, such as ACH and wire processing. This individual will develop an understanding of the core processing system and the various modules attached to that system and utilize this knowledge, along with written procedures, to carry out the processes related to fulfilling the cash management products and services. The Cash Management Operations Representative will work closely with IT, the Online Banking Department, Deposit Services and Finance, as well as the Cash Management Sales Team to meet all customer needs.
This is an on-site opportunity!
Essential Duties and Responsibilities
* Adheres to training and documented procedures in fulfilling the products and services related to cash management.
* Develops an understanding of the core processing system and any ancillary modules required to support cash management.
* Ensures the cash management products and services are being delivered to customers efficiently and effectively.
* Assists customers in their daily processes and with any questions or concerns they may have about their cash management products or services.
* Assists new and existing customers with answering questions and providing needed instructions for cash management services such as Remote Deposit Capture, Online Banking, ACH, Wire, and additional service needs as they occur.
* Provides customer service to our internal sales team and our external customers through the complete phase of the relationship from initial sale to existing customer support.
* Works closely with Online Banking to provide support and backup for the commercial online banking functionality from implementation to customer support.
* Works closely with Cash Management Sales Team to develop an understanding of how products and services work and how we can meet individual customer needs.
* Responds to inquiries relating to his/her particular area, or to requests from customers, other company personnel, etc., within given time frames and within established policy.
* Trains backup for support while out of office.
* Develops procedures for all daily, weekly, and monthly tasks.
* Coordinates specific work tasks with other personnel within the department, as well as with other departments, in order to ensure the smooth and efficient flow of information.
* Designs and prepares reports to track services and critical transaction information.
* Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate company personnel.
* Participate in disaster recovery plans for service offerings.
Education & Qualifications
* An Associate degree in related field and/or related work experience required; with experience in business account cash management services, including sweep accounts, account analysis, wire transfers, ACH services and remote deposit capture is preferred.
* A minimum of one (1) years' experience in related positions normally required.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; Accounting basics knowledge; proficient interpersonal relations and communicative skills; proficient customer service skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; familiar with financial services technology; strong analytical, troubleshooting and problem resolution skills; an understanding of cash management services such as account analysis, sweep account processing, positive pay, lock box, commercial online banking, remote deposit capture, ACH and NACHA rules, wire transfer processing, and a strong understanding of commercial customer needs; must be familiar with current regulations surrounding the above listed services; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less ; visual, auditory and speaking skills; valid driver's license is required.
Equipment/Machines
* Telephone
* PC/Computer keyboard
* Printer
* Calculator
* Fax machine
* Copy machine
* ITI Core Processing System
* ACH Processing System
* Commercial Online Banking System
* Remote Deposit Capture System
* Other core processing modules related to Cash Management Products and Services
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Cash Operations Specialist
Cleveland, OH jobs
CompanyFederal Reserve Bank of ClevelandThe Federal Reserve Bank of Cleveland is part of the nation's central bank. We've provided many opportunities for professional growth during our history. For twenty-six years in a row, we've been named “One of Northeast Ohio's Best Places to Work” by North Coast 99. This prestigious award honors organizations with outstanding employment practices, including compensation, benefits, training, recruitment, retention, community services, and employee communications.
Our People Make the Difference! The Federal Reserve Bank of Cleveland is seeking innovative thinkers with vision to build the framework that will carry the Bank into the future.
Follow us on LinkedIn, Twitter, Instagram, and our YouTube channel - Cleveland Fed
This job family conducts the cash operations of the organization in a highly controlled, regulated, and secure environment with strict adherence to a set of defined rules and regulations in accordance with US Treasury and Federal Reserve Board of Governor guidelines. Under minimal work schedule flexibility and maintaining quality and productivity standards, areas of responsibility include processing, validation, destruction, and payout of currency; operating complex high-speed counting equipment and/or performing duties related to paying/receiving currency using proprietary FRB accounting software that requires accounting skills. The job family is essential to meeting the mission of the Federal Reserve Cash Division to supply currency and coin to meet depository institution needs daily and in times of stress.
Essential Accountabilities
An entry level role that typically requires little to no prior knowledge or experience.
Works to deliver on day-to-day objectives with direct impact on job area activities.
Work consists of tasks that are typically routine, with specific instructions to achieve standard solutions.
Works under moderate supervision for routine tasks.
Problems are typically of a routine nature, and solutions are clearly prescribed.
Makes minor adjustments to working methods.
Communicates information that requires explanation or interpretation
Performs other duties as assigned or requested.
Education and Experience
High school diploma and no prior experience
Knowledge and Skills
Ability to handle sensitive information with confidentiality
Strong attention to detail, with experience strictly following procedures
Comprehensive customer service and interpersonal skills
Proficient computer skills including Microsoft Office along with other various online applications as needed for the role
Basic knowledge of cash operations and the prescribed operating procedures, safety, security, and compliance and/or production standards and controls
The expected starting salary for this position is $50,000 annually.
Schedule: Monday - Thursday 5:00PM-4:00AM
The Cleveland Fed offers benefits to support overall health and financial security. Learn more about our benefits here: ************************************
General Working Conditions and Physical Demands
Production environment (such as Cash): Employees in this position work in a controlled environment with one or more partners under Federal Reserve and Treasury custody control standards. This is a very physical job requiring repetitive lifting and moving of currency weighing greater than 30 pounds. Additionally, employees may be required to operate manual equipment (tow motor) to move containers exceeding 1,500 pounds. Limited sitting occurs and most of this job is performed standing and walking in an enclosed work area. This climate controlled, all glass room has extreme temperature changes from very cool to very hot. Employees need to be aware of their surroundings due to frequent movement of containers. Exposure to noise from various machines
will occur. Employees may be required to push and pull currency containers of moderate to heavy weight.
Reasonable Accommodation Statement
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The Federal Reserve Bank of Cleveland is committed to ensuring that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. To request a reasonable accommodation for any part of the employment process, please send an email to ****************************************.
Bank's Ethics Rules and Drug Testing:
As a condition of employment, Federal Reserve Bank of Cleveland employees must comply with the Bank's ethics rules which generally prohibit employees, their spouses/domestic partners, and minor children from owning or controlling, directly or indirectly, any debt or equity interest in a depository institution or an affiliate of a depository institution. A "depository institution" means a bank, a trust company, or any institution that accepts deposits, including a bank chartered under the laws of a foreign country. In addition, employees (and their spouses/domestic partners, and minor children) may not own shares of mutual funds, unit investment trusts or ETFs that have a policy, as stated in the prospectus, of concentrating in the financial services industry and that have underlying investments in banks or other depository institutions. If you or your spouse/domestic partner or minor child own such securities and would not be willing or able to divest them if you accepted an offer of Bank employment, you should raise this issue with the recruiter for this posting.
In addition, as a condition of employment, candidates must undergo a background check and will be tested for all controlled substances prohibited by federal law, to include marijuana, prior to hire and for certain safety sensitive positions during employment.
Always verify and apply to jobs on
Federal Reserve System Careers
or through verified Federal Reserve Bank social media channels
Full Time / Part TimeFull time Regular / TemporaryRegularJob Exempt (Yes / No) NoJob CategoryOperations Family GroupWork ShiftSecond (United States of America)
The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.
Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels.
Privacy Notice
Auto-ApplyBranch Operations Specialist
Norwalk, OH jobs
A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established policy and procedures. The BOS is also responsible for creating an exceptional customer experience through their knowledge of available products and services. The BOS demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve.
KEY ACCOUNTABILITIES, RESPONSIBILITIES, AND EXPECTATIONS:
Ensure operational tasks are followed & completed daily by all Branch employees.
Responsible for the retention of operational materials as well as managing audits to ensure operational soundness.
Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank.
Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily.
Execute customer requests with speed and accuracy.
Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process.
Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank.
Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team.
Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc.
Requirements:
QUALIFICATIONS, KNOWLEDGE AND SKILLS:
Minimum 2 or 3 years' experience in branch banking environment.
Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending.
Excellent oral, written and presentation skills
Detail oriented with the ability to work under deadlines with frequent interruptions.
Associate's Degree preferred.
High School diploma or equivalent required.
PHYSICAL REQUIREMENTS:
Work involves eye strain due to the constant use of computer screens, reading of reports and so forth.
Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions.
Work involves lifting and moving objects up to 50 lbs.
Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time.
Work involves some travel to attend meetings, training, and so forth.
EOE - Race/Sex/Disability/Veteran
This Position Description is not a complete statement of all duties and responsibilities comprising this position.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.
PI286e607c99b5-31181-38354252
Agribusiness Operations Specialist
Ohio jobs
Join the AgCredit Team: Agribusiness Operations Specialist
About AgCredit
Our mission at AgCredit is to create lifelong opportunities for our customers and employees by striving to be the premier cooperative lender and employer in our rural communities. Our core values focus on relationships, respect, integrity, service, accountability, teamwork and courage for our customers' and employees' success. As a cooperative agricultural lending institution, our commitment is to our customer-owners.
Headquartered in Fostoria, OH, AgCredit serves over 7,000 member-owners in 15 lending offices throughout 18 counties across northwest and central Ohio. As part of the nationwide Farm Credit System, we are proud to return our profits back to our members through our patronage program. We hope you'll consider joining our experienced lending team as we continue to serve our customers, employees and communities.
Agribusiness Operations Specialist - Wellington, OH
The Agribusiness Operations Specialist provides administrative and operational support to the Agribusiness lending team, ensuring accurate maintenance of loan and member data, processing financial transactions, and coordinating with loan investors. It involves clerical duties such as document management, phone support, and assisting with financial data collection. The position also manages cash operations, general ledger accounting, accounts payable, and asset tracking for the department. Key responsibilities include transmitting loan documents, verifying insurance coverage, performing public record searches, and handling collateral lien servicing. Additionally, the role supports marketing efforts, promotes AgCredit's core values, and collaborates across teams to maintain secure and efficient loan servicing processes.
What You'll Do:
Maintains loan and member data on the loan and member systems; processes receipts and disbursements; calculates loan payoffs; processes daily transactions; and coordinates loan transactions with loan investors as needed.
Serves as back up for booking loans to the loan system.
Works with the Agribusiness team members to maintain accurate member data, including but not limited to Customer Relationship Manager (CRM);
Complies with special information requests as needed.
Performs the Agribusiness department's cash management, daily banking, GL accounting, accounts payable processing, and asset management functions.
Primarily responsible for transmitting loan documents to loan investors:
Coordinates with the Agribusiness Loan Processor to transmit relevant pre-closing loan documentation to potential loan investors in a timely manner;
Ensures loan and servicing documents are transmitted to loan investors as appropriate and in a timely manner and responds to inquiries by loan investors related to loan documentation.
Accessing documents from partners such as request, narratives, legal documents etc. Saving & indexing to the appropriate purchased participation customer files.
Assists credit analysts set up loan servicing plans. Assist with reviewing loan servicing plans and checking completed items.
Provides general clerical and administrative support to Agribusiness team members including but not limited to
Answering phones.
Scans, uploads and indexes documents
Assists and provides back-up support as needed in areas including but not limited to: maintaining purchased loan documents; loan collateral management; transmitting documents to loan investors; maintaining loss payables and servicing reminders; and public records searches.
Assists with gathering financial data, including year-end data.
Collaborate with the Agribusiness Loan Processor to verify insurance coverage for loans and monitor insurance coverage on collateral.
Performs public record searches and provides results in a timely manner to the Agribusiness team members for review.
Ensure all borrower information, including but not limited to, loan files, financial information and personal information is stored in a secure setting at the end of each workday.
Build enduring customer relationships based on adding value, knowledge, information, and quality service.
Provides support services to the Residential Lending team as needed and assigned.
Collaborate with the lending team and Association marketing team to support Agribusiness branch member marketing, including but not limited to ordering branch marketing materials, monitoring branch marketing material inventory and packaging and shipping marketing materials to lending team members as needed.
Handles collateral lien servicing and management for the association
Manage collateral insurance for the Agribusiness Department, including requesting placement of loss payee/mortgagee interest, tracking receipts of proof of coverage, reviewing policies, monitoring and following up on insurance notifications, and contacting insurance providers as needed. May support Crop Insurance as needed.
Coordinates with Loan Operations to place Lender's Single Interest (LSI) insurance coverage when needed.
Handles USDA guarantees
What You'll Need:
Two-year degree in Business, Accounting or related field and two years of account-related work experience OR high school graduate with four years of accounting-related work experience.
Working knowledge of and experience with general accounting functions, loan documents and legal documents.
Ability to work independently and effectively with a diverse group of people under general supervision.
Demonstrates attention to detail.
Ability to communicate effectively both orally and in writing.
Use of discretionary judgment in making decisions and problem solving.
Working knowledge of general business machines, i.e. PC, Calculator, copier, fax, etc.
Working experience with Microsoft Office products.
Knowledge in the area of agriculture is beneficial.
Knowledge of grammar, spelling, punctuation, and formats to recognize and correct correspondence and reports.
Benefits Offered
Competitive compensation
Top-rated benefits program
401k Plan with company match
Tuition reimbursement, sponsored training and career development opportunities
Generous paid time off with 11 holidays observed
Employee Assistance Program
Community Service PTO
“Dress for your day” dress code
Schedule
Monday to Friday, 8:00am-4:30pm
Why Work at AgCredit?
We're not just growing-we're growing with purpose and stability.
We encourage a balanced approach to work and life responsibilities.
We invest in our people through continuous learning and career growth.
We live and work in the communities we serve.
Diversity Statement / EEO Statement
We are an Equal Opportunity Employer. AgCredit strives to recruit, hire, train, and promote individuals without regard to race, color, religion, sex, national origin, age, disability, parental status, marital status, political affiliation, military service, or any other non-merit based factor. EOE including disability/veterans.
Auto-ApplyBranch Operations Specialist
Spencer, OH jobs
A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established policy and procedures. The BOS is also responsible for creating an exceptional customer experience through their knowledge of available products and services. The BOS demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve.
KEY ACCOUNTABILITIES, RESPONSIBILITIES, AND EXPECTATIONS:
Ensure operational tasks are followed & completed daily by all Branch employees.
Responsible for the retention of operational materials as well as managing audits to ensure operational soundness.
Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank.
Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily.
Execute customer requests with speed and accuracy.
Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process.
Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank.
Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team.
Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc.
Requirements:
QUALIFICATIONS, KNOWLEDGE AND SKILLS:
Minimum 2 or 3 years' experience in branch banking environment.
Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending.
Excellent oral, written and presentation skills
Detail oriented with the ability to work under deadlines with frequent interruptions.
Associate's Degree preferred.
High School diploma or equivalent required.
PHYSICAL REQUIREMENTS:
Work involves eye strain due to the constant use of computer screens, reading of reports and so forth.
Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions.
Work involves lifting and moving objects up to 50 lbs.
Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time.
Work involves some travel to attend meetings, training, and so forth.
EOE - Race/Sex/Disability/Veteran
This Position Description is not a complete statement of all duties and responsibilities comprising this position.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.
PIdc3ecb2b80a3-31181-39132676
Banking Solutions Representative
Big Run, PA jobs
Job DescriptionDescription:
General Responsibilities
Responsible for performing a variety of duties to support the paying and receiving function of the branch office; coordinating work within the office, as well as with other departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.
Essential Duties
Performs a variety of duties to support the paying and receiving function of the branch office of which the following are illustrative:
Greets and serves customers in a friendly and courteous manner; assists customers with various transactions and account changes.
Observes suspicious behavior and reports such activity to supervisor or other management personnel.
Maintains an awareness of new business opportunities with customers; actively refers customers to appropriate customer service personnel.
Accepts deposits of various account types.
Cashes checks within approved authority and operating policy; cashes Savings Bonds.
Makes withdrawals for customers after verification of identity and available balance in accordance with Bank policy.
Sells Cashiers Checks; processes cash advances; accepts check orders.
Educates customers on product selections for accounts and financial services throughout the Bank
Processes stop payment orders.
Places hold on foreign items or processes for collection.
Accepts loan payments, safe deposit box rent, and other related payments.
Processes night deposits and mail deposits.
Opens and closes Holiday/Vacation Club, consumer checking, savings, and CDs; properly explains disclosures.
Opens and closes safe deposit boxes.
Assists with ATM balancing.
Maintains an approved level of cash; turns in excess and mutilated cash.
Prepares daily settlement and proof of cash transactions; balances cash drawer accurately and efficiently on a daily basis.
Prepares daily work for imaging and scans for balancing.
Performs branch balancing.
Prepares reports relating to the function, e.g., currency transaction, BSA reports, etc.
Accepts applications for ATM/Debit Cards and Internet Banking; activates consumer Internet Banking accounts.
Assists with vault cash verifications and balancing of cash advance machines; acts as dual control for all Teller functions.
Completes changes and dispute forms for ACH and Debit Card transactions.
Maintains supplies and an awareness of Banking Solutions Rep supply inventory control.
Observes suspicious behavior and reports such activity to supervisor or other management personnel.
Acts as dual control for all Banking Solution Rep functions.
Coordinates specific work tasks with other personnel within the office as well as with other departments in order to ensure the smooth and efficient flow of information.
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate Bank personnel. Contacts customers as required to correct or complete transaction errors.
Responds to inquiries relating to his/her particular area, or to requests from customers, other Bank personnel, etc., within given time frames and within established policy.
Assists the Banking Solutions Specialist and Supervisor with various tasks and projects.
Ancillary Duties
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Job Location
1st level
Assigned branch location
Equipment/Machines
Telephone
Calculator
Copy machine
PC/Computer keyboard
Printer
Copy machine
Coin machine
Cash recycler
Currency verifier
Combination and keypad locks
Check printer
Fax machine
MICR encoder
Typewriter
Requirements:
Basic Qualifications
Education/Training: A high school diploma or equivalent.
Skill(s): Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations, and communicative; moderate sales skills and PC skills; a proficient knowledge of the Banking Solution system, transaction documents, and processing customer transactions; knowledge of vault transactions and balancing; a working knowledge of bank consumer and business products and services, along with the operating policies and procedures that impact these products; visual and auditory skills; ability to operate various office machines; ability to lift approximately twenty (20) lbs. of coin.
Experience: Cash handling experience.
Relationship Banking Representative Rotating
Allentown, PA jobs
Job Description
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
A Rotating Relationship Banking Representative will work in various branch offices in a defined geographical area and is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.
Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism
Determine customer needs, explain and sell products and services
Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience
Telephone customers to schedule sales appointments and promote products suitable to the customer's needs
Participate in branch prospecting efforts and sales initiatives
Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
Serve as a liaison between customer and operational areas
Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
Ability to understand directions and adhere to established policy and procedures
Able to remain focused and organized to successfully complete responsibilities
Actively participate in branch meetings and training to enhance knowledge and development of skills
Other related duties as assigned or directed
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner
May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels
Qualifications
Education, Training and Skills Requirements:
High School Diploma or GED required
Excellent interpersonal and communication skills
Accurate and proficient math skills
Documentation skills with attention to detail
Clear thinking and ability to remain focused Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence
Internal product knowledge and teller training (provided after hire)
Experience/Other:
Two (2) years of customer service and/or banking normally required
All applicants must be 18 years of age or older.
Relationship Banking Representative
Jermyn, PA jobs
Job Description
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
A Relationship Banking Representative is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.
Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism
Determine customer needs, explain and sell products and services
Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience
Telephone customers to schedule sales appointments and promote products suitable to the customer's needs
Participate in branch prospecting efforts and sales initiatives
Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
Serve as a liaison between customer and operational areas
Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
Ability to understand directions and adhere to established policy and procedures
Able to remain focused and organized to successfully complete responsibilities
Actively participate in branch meetings and training to enhance knowledge and development of skills
Other related duties as assigned or directed
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.
May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels
Qualifications
Education, Training and Skills Requirements:
High School Diploma or GED required
Excellent interpersonal and communication skills
Accurate and proficient math skills
Documentation skills with attention to detail
Clear thinking and ability to remain focused
Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence
Internal product knowledge and teller training (provided after hire)
Experience/Other:
Two (2) years of customer service and/or banking normally required
All applicants must be 18 years of age or older.
Banking Lockbox Representative - Harrisburg, PA
Harrisburg, PA jobs
A great experience starts with a great team! Mid Penn Bank is actively seeking a Lockbox Representative in Harrisburg, PA We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Lockbox Representative is responsible for performing a variety of duties to support the Company's Lockbox function to include inbound payment processing and outbound check payment generation. This individual will follow policies and procedures, partner with other internal departments, and assist with a variety of operational tasks.
This position is 100% on-site in Harrisburg, PA
Essential Duties and Responsibilities
* Implements and maintains the products and services related to Lockbox.
* Retrieves and prepares all customer mail/payments from designated Post Office(s).
* Processes all payments into the Company's Lockbox System in accordance with established procedures and customer directions.
* Reviews all payments, and where appropriate, performs edits and repair activities to permit the payment to be processed.
* Releases processed payments to customers as required by customized schedules.
* Develops an understanding of the Lockbox system and any other company systems required to support the lockbox function.
* Ensures the Lockbox products and services are implemented and working efficiently and effectively.
* Produces checks for cash management/business customers by use of a check generation program and completes the assigned tasks in a timely and accurate manner.
* Resolves and/or addresses questions or problems presented by the Company's Lockbox customers.
* Works closely with Lockbox customers to help define unique processing procedures to meet our client's needs.
* Assists customers in their daily processes and with any questions or concerns they may have about our Lockbox products or services.
* Implements new and existing customers into the appropriate Lockbox program and works with Cash Management team to recommend any additional service needs.
* Provides customer service to our internal sales team and our external customers through the complete phase of the relationship from initial sale to existing customer support.
* Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within given time frames and within established policy.
* Trains backup for support while out of office.
* Prepares reports to help look at a customer's usage of the Lockbox product.
* Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate personnel.
* Remains current, researches & understands current and new regulations that may apply to the Lockbox customer base.
* Adheres to all regulations and ensures HIPPA /HITECH compliance, if applicable.
* Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities.
* Performs tasks, which are supportive in nature to the Cash Management Operations team, but which may be altered or re-designed depending upon individual circumstances.
* Regular and predictable attendance is required
Education & Qualifications
* A high school diploma or equivalent.
* A minimum of one (1) year experience in related positions normally required.
* Experience with cash management services, and/or remote deposit capture is a plus.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; Accounting basics knowledge; proficient interpersonal relations and communicative skills; proficient customer service skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; familiar with financial services technology; strong analytical, troubleshooting and problem resolution skills; an understanding of cash management services such as lock box, commercial online banking, remote deposit capture, and a strong understanding of commercial customer needs; must be familiar with current regulations surrounding the above listed services; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less ; visual, auditory and speaking skills; valid driver's license is required.
Equipment/Machines
* Telephone
* PC/Computer keyboard
* Printer
* Calculator
* Automated envelope opener equipment
* High speed document scanner equipment
* Fax machine
* Copy machine
* Lockbox System
* Core Processing System
* Commercial Online System
* Remote Deposit Capture System
* Other core processing modules related to Cash Management Products and Services
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Banking Lockbox Representative - Harrisburg, PA
Harrisburg, PA jobs
A great experience starts with a great team! Mid Penn Bank is actively seeking a Lockbox Representative in Harrisburg, PA We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Lockbox Representative is responsible for performing a variety of duties to support the Company's Lockbox function to include inbound payment processing and outbound check payment generation. This individual will follow policies and procedures, partner with other internal departments, and assist with a variety of operational tasks.
This position is 100% on-site in Harrisburg, PA
Essential Duties and Responsibilities
* Implements and maintains the products and services related to Lockbox.
* Retrieves and prepares all customer mail/payments from designated Post Office(s).
* Processes all payments into the Company's Lockbox System in accordance with established procedures and customer directions.
* Reviews all payments, and where appropriate, performs edits and repair activities to permit the payment to be processed.
* Releases processed payments to customers as required by customized schedules.
* Develops an understanding of the Lockbox system and any other company systems required to support the lockbox function.
* Ensures the Lockbox products and services are implemented and working efficiently and effectively.
* Produces checks for cash management/business customers by use of a check generation program and completes the assigned tasks in a timely and accurate manner.
* Resolves and/or addresses questions or problems presented by the Company's Lockbox customers.
* Works closely with Lockbox customers to help define unique processing procedures to meet our client's needs.
* Assists customers in their daily processes and with any questions or concerns they may have about our Lockbox products or services.
* Implements new and existing customers into the appropriate Lockbox program and works with Cash Management team to recommend any additional service needs.
* Provides customer service to our internal sales team and our external customers through the complete phase of the relationship from initial sale to existing customer support.
* Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within given time frames and within established policy.
* Trains backup for support while out of office.
* Prepares reports to help look at a customer's usage of the Lockbox product.
* Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate personnel.
* Remains current, researches & understands current and new regulations that may apply to the Lockbox customer base.
* Adheres to all regulations and ensures HIPPA /HITECH compliance, if applicable.
* Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities.
* Performs tasks, which are supportive in nature to the Cash Management Operations team, but which may be altered or re-designed depending upon individual circumstances.
* Regular and predictable attendance is required
Education & Qualifications
* A high school diploma or equivalent.
* A minimum of one (1) year experience in related positions normally required.
* Experience with cash management services, and/or remote deposit capture is a plus.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; Accounting basics knowledge; proficient interpersonal relations and communicative skills; proficient customer service skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; familiar with financial services technology; strong analytical, troubleshooting and problem resolution skills; an understanding of cash management services such as lock box, commercial online banking, remote deposit capture, and a strong understanding of commercial customer needs; must be familiar with current regulations surrounding the above listed services; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less ; visual, auditory and speaking skills; valid driver's license is required.
Equipment/Machines
* Telephone
* PC/Computer keyboard
* Printer
* Calculator
* Automated envelope opener equipment
* High speed document scanner equipment
* Fax machine
* Copy machine
* Lockbox System
* Core Processing System
* Commercial Online System
* Remote Deposit Capture System
* Other core processing modules related to Cash Management Products and Services
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.