Basic Qualifications

Education/Training: A high school diploma or equivalent; specialized deposit operations training/education.

Skill(s):  Proficient reading, writing, grammar, and mathematics skills; moderate interpersonal relations and communicative skills; proficient keyboarding and technology skills; technical skills to provide assistance in training of Deposit Operations Representative(s); visual and auditory skills.

Experience:  A minimum of two (2) years' related deposit operations experience normally required.

General Responsibilities

Responsible for performing a variety of duties to support the deposit operations function; performing various administrative duties to ensure efficient and accurate IRA processing and account maintenance; coordinating work within the department, as well as with other departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information; providing guidance and on-the-job training to Deposit Operations Representative(s).

Essential Duties

• Performs a variety of duties to support the deposit operations function of which the following are illustrative:

• Processes all types of bank deposit accounts, e.g., DDA, savings, certificates of deposit, IRAs, etc.; verifies information and makes certain that accounts are properly established to ensure accurate record keeping.

• Reviews new deposit accounts and processes all deposit account maintenance.

• Utilizes appropriate bank applications to research deposit account information; processes inquiries from customer service personnel.

• Maintains various account records and miscellaneous information.

• May scan various information relating to deposit accounts consistent with established procedures.

• Balances and reconciles various deposit accounts; researches problems and makes correcting entries.

• Reviews and approves outgoing wire transfers as needed.

• Prints deposit-related reports, notices, and checks.

• May process outgoing mail as needed.

• Receives calls from customers and provides information for deposit and electronic banking related inquiries and issues.

• Processes exception items, adjustments, and returns.

• Performs various administrative duties to ensure efficient and accurate IRA processing and account maintenance as follows:

  • Receives and reviews IRA account information and plan documentation to ensure proper documentation.
• • Processes and ensures the accuracy of all IRA accounts; researches and corrects problems and errors.
• • Maintains awareness of current regulations affecting the IRA function.

• Maintains various account files, records, and information; images all files.

• 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.

• 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.

• 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.

• Provides guidance and on-the-job training to Deposit Operations Representative(s).

Ancillary Duties

• Performs tasks which are supportive n nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.

Job Location

• Franklin, Fulton and Huntingdon County locations available
• All Levels

• Remote work available, with approval of supervisor and upon completion of required training