Deposit Account Services Specialist

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Full Time Clerical Tyler, TX, US

3 days ago Requisition

Position Title
:

Deposit Account Services Specialist I

FLSA Status
:

Non-Exempt

Reports to
:

Deposit Operations Manager

Location
:

Tyler Operations

• Medical, Prescription Drugs, Dental, and Vision Insurance
• Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment
• 401(k) with a Match
• Basic, Voluntary, and Dependent Life Insurance
• Paid Time Off
• Paid Bank Holidays
• Workplace Wellness Programs
• Employee Assistance Programs
• Tuition Reimbursement

Job Summary
:
Performs various duties related to day1 and day 2 processing for deposit accounts.

Essential Functions
:

• Completes duties of primary department desk and serves as backup to a portion of other department desk responsibilities.
• Complete adjustment requests.
• Work un-posted and NSF items reports, including mid-day and end-of-day balancing for this process.
• Process charge-back items (ACH and check).
• Assists with contacting customers holding a dormant account(s) and the annual account escheatment to the state of deposit accounts, including safe deposit boxes.
• Completes charging off accounts, including payments made to charge-off accounts
• Review, approve and complete stop payments requests.
• Review and process stop payment journal (day-2).
• Review and approve refund requests to customer accounts.
• Complete Verification of Deposits.
• Complete customer research requests.
• Process death notifications and reclamations.
• Process various reports, including daily, weekly and monthly.
• Complete monthly IOLTA Reporting to state.
• Manages daily and month-end statements and notices for hand-deliver customers.
• Sends NOCs on ACH items.
• Handle returned mail.
• Maintains confidentiality of all sensitive Bank information.
• Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank’s mission, CORE Values, and Blue Book culture guide.
• Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.
• Participates in proactive team efforts to achieve departmental and company goals.
• Understands and agrees to abide by the policies and procedures established at Southside Bank.
• Responsible for complying with audit policies and procedures as they pertain to this position.
• Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program.
• Must comply with all applicable laws and regulations.

Additional Functions:

• Perform routine duties with minimal supervision using standard practices or procedures in order to proceed alone at routine work; occasional work progress checked; work reviewed upon completion.
• Serve as backup to other team members through cross-training across the department.
• Complies with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.
• Performs additional duties as assigned or directed.

Required Education/Experience
:

• High School diploma or general education degree (GED); or one to three years related experience and/or training; or equivalent combination of education and experience.

Necessary Skills
:

• Ability to give attention to detail and provide excellent communication skills.
• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to write simple correspondence.
• Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
• A…