POSITION SUMMARY: To inform new and established customers of the products and services of the bank and to process new accounts with the utmost accuracy and efficiency while maintaining a courteous and professional atmosphere.
Responsible for Safe Deposit Box area. This includes:
Opening / Closing safe deposit boxes
Monthly billing
Past Due billing
Scheduling boxes to be drilled
Daily balancing
Process Credit Verifications (bank wide)
Filing of various documentation
Scan all necessary new account documents into the Bank Manager system
Trust documentation
Death Certificates
Court Orders
Marriage Licenses
Supporting documentation for business accounts
Check New Account Reports daily and compare to Customer Information Program to identify possible exceptions
Check the obituary sections of the Edmond Sun and The Daily Oklahoman daily for deceased accountholders (backup for receptionist)
Responsible for sorting and delivering mail to Main Office personnel
Responsible for Deluxe Check orders, this includes:
Ordering
Filing
Reviewing weekly Deluxe invoices
Clearing out Deluxe folder at the end of each month
Backup the Personal Bankers at Main Bank. This includes opening and maintaining new accounts, such as:
Checking
Savings
Commercial Accounts
IRA’s/HSA’s
CD’s
Maintenance of accounts (address changes, account type changes, auto transfers, KBC Line transfer PINs)
Create new Savings Square accounts in BancPac from online application information received from bookkeeping
Cross-Sell other bank products and services
Backup Wire Transfer Clerk and other Bookkeeping positions when necessary
Backup Teller Line when necessary
Other duties which may be assigned within the Operations Department
The above represents general responsibilities for the position. Other duties, responsibilities and qualifications may be required and/or assigned as necessary.
Qualifications
EDUCATION REQUIRED: High School diploma or equivalent education or experience
EXPERIENCE, KNOWLEDGE & ABILITIES:
Keyboard skills
10-Key Skills
Microsoft Excel knowledge helpful
Good interpersonal skills and Customer service skills a must
Previous banking experience preferred
PHYSICAL REQUIREMENTS & WORKING CONDITIONS: Sitting or standing for long periods of time, walking, finger dexterity, talking, hearing and visual acuity. Lifting currency and coin. Professional office environment.
Kirkpatrick Bank - 30+ days ago
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