Deposit Services CD-IRA Representative I

Primary Purpose:

TowneBank is a relationship and friendship driven local bank focused on basic human values that will serve to create a warm sense of belonging and financial well-being among our family of members. We are seeking a Deposit Services Representative I who will work at the TowneBank Member Service Center. Responsible for maintaining the day-to-day operations within the deposit account applications of the Deposit Services Department. Provide friendly, prompt, professional and accurate service to all members and support to the branches while maintaining efficiencies. Accurately reconcile daily processes within compliance guidelines. Deliver support for department staff and branches while offering exquisite service, delivered with only the highest ethical standards.

Essential Responsibilities:

• Research and process deposit exception items and deposit adjustment cases.
• Process incoming and outgoing Fed Return files and Foreign Check collection items.
• Reconcile deposit/ general ledger accounts daily: completing and documenting appropriate adjustments as needed.
• Complete deposit account charge-off processing and reporting
• Handle mail return to deposit accounts.
• Complete monthly remittance reporting for IOLTA and Court Accounts
• Process daily, weekly, and monthly monitoring reports within stated guidelines.
• Provide support related to deposit BPI automation systems.
• Review and accurately follow job related process procedures.
• Provide support back-up for all job functions within the department.
• Efficiently process Individual and Department work queues within same day.
• Handle all member requests in a timely, accurate and confidential manner, including Account Maintenance and Research Requests.
• Provide detailed responses to branches, via individual and department emails within the same day.
• Provide exquisite member and branch support related to Deposit processes by phone and email.
• Adhere to all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)
• Actively participate in position related education and training sessions offered, i.e., TowneBank learning modules, department meeting and employee meetings, etc.
• Performs other related duties assigned.
  
  

Minimum Required Skills & Competencies:

• Minimum of 2 years banking/office experience
• Has the ability to work under pressure and meet deadlines
• Has excellent communication and customer service skills
• Excellent organizational skills and attention to detail
• Proficient with computer skills including MS Windows, Word, and Excel
• Punctual and dependable
• Works well in a team environment
• Exceptional verbal and written communication skills
• Can learn new processes effectively.
  
  

Desired Skills & Competencies:

• Previous Bank Operations and/or Branch experience preferred.
  
  

Physical Requirements:

• Express or exchange ideas by means of the spoken word via email and verbally.
• Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
• Not substantially exposed to adverse environmental conditions.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.

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