Savings Operations Rep

Job Description

This position performs the more complex processing related to a specific application, provides accurate and timely information to internal and external customers related to savings deposit products, services, assists in training, systems testing and special projects. This position also provides customer service to internal and external customers regarding compliance; legal and operations issues involving both savings deposit products and services.

Principal Responsibilities

Processes the more complex daily assignments, including but not limited to, interest adjustments, BSA requested account closures, Reg D monitoring, escheatment processing, and/or other areas as determined by the department Supervisor or Lead.

Provides technical, procedural, product, compliance and promotional clarification to internal customers on complex issues related to savings deposit products and services by responding to calls received at the Savings Operations Help Desk.

Interacts with branches personnel and other internal operational departments regarding specified legal matters.

Maintains record keeping for related correspondence and tracking information on a daily basis.

Continues to develop and maintain working knowledge of internal policies, procedures and products as well as all state, federal, legal and regulatory guidelines related to savings deposits products and services.

Assists management with systems testing, customer mailings and special projects. Interacts with IT as necessary.

Acts as a resource to Savings Operations Reps.

Develops and maintains specialized knowledge of internal policies, procedures and products and legal and regulatory guidelines related to savings deposit products and services.

Employment Type

Full Time

Job Requirements

High School diploma or equivalency.

2-5 years relevant experience.

Escheatment experience preferred

Ability to work with a team and share knowledge and skills.

Effective written and verbal skills are necessary to provide courteous and professional customer service.

Ability to handle complex situations using effective problem solving skills.

Effective PC skills including, word processing, spreadsheet, electronic mail and standard industry applications.

Organizational skills and attention to detail are necessary to assist management with various tasks.