Ensure compliance with Fremont National Bank & Trust Co. policies and compliance standards. Provide quality service throughout every customer contact. Responsibilities include providing day-to-day technical support for Cash Management Customers and Deposit Operations, tracking and monitoring daily activity, and coordinating periodic audits.
Ensure compliance with Fremont National Bank & Trust Co. policies and compliance standards. Deliver consistent service through the correct application of operational policies and procedures. Complete all assigned compliance training.
Work directly with clients when onboarding new ACH, Wire, Remote Deposit Capture, and Repurchase Agreement Sweep products or services;
Monitor and track day to day customer activity in accordance with Operational Risk Management standards/requirements;
Maintain all required customer files and contracts including proper exception approval from Lending Authorities;
Work closely with Corporate Treasury Services in development of policy/procedures and contract management;
Provide product training to sales personnel at least annually and more often as deemed necessary;
Provide on-going support and training to deposit operations and retail staff so they are proficient in their service and support of the CM clients, products and services;
Prepare required tracking reports within specified deadlines and obtain appropriate approvals where necessary;
Have thorough knowledge of CM products, including National Association of Automated Clearing House Rules;
Request, maintain, and monitor employee PIN authority;
Produce monthly Commercial Analysis account statements and process service charges;
Prepare and submit annual 1099-INT forms for interest earned/paid on Government bond redemptions and corrections on any tax forms;
QUALIFICATIONS and REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position has no supervisory responsibilities.
Education and/or Experience:
High school education or GED. Equivalent banking experience in retail or operations. 2 years direct experience in a customer service position. Accredited ACH Professional (AAP) Certification completed or in process.
Associates or Bachelor’s degree in Accounting, Business, or Finance.
Strong interpersonal and communication skills with the ability to speak clearly and persuasively. Ability to use proper grammar in customer communications.
Ability to respond to common inquiries or complaints from customers
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, percentages, and decimals. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Ability to identify and resolve problems in a timely manner. Ability to analyze information skillfully; define problems, collect data, establish facts, and draw valid conclusions. Capable of good judgment.
Other Knowledge and Skills
Proficient in PC operation and demonstrated understanding of applicable software including Microsoft Office Applications and Outlook.
Ability to work in a fast paced, ambiguous environment while being able to remain calm and diffuse conflict.
Must be detail oriented.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee frequently is required to sit; use hands to finger, handle, or feel; and reach with hands and arms.
The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 20 pounds.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
General office environment.
The noise level in the work environment is usually moderate.
Fremont National Bank & Trust Co. promotes an equal employment opportunity workplace.
First National of Nebraska, Inc.
- 2 years ago - save job