Job Details: Job Location: Wayland - Odessa, TX, Position Type: Full Time, Salary Range: Undisclosed, POSITION SUMMARY:This position in Deposit Operations reports to the Deposit Operations Officer and is responsible for the daily monitoring of new & revised accounts submitted by branch staff. ESSENTIAL DUTIES AND RESPONSIBILITIES: Review new accounts reports and review all new customers & accounts on the system for accuracy Track errors and report to management Review all revised customers & accounts for accuracy Review required customer & account documents Maintain a document exception report of all missing or incorrect documents daily Daily review of the following reports: File Maintenance (DDA,SAV,CDS, IRA, SDB, CIF), Dormant Control, Closed Accounts, Safe Deposit Box Journal, CDS & IRA Transaction Journal and others as needed. Prepare IOLTA report monthly Prepare Club Account report monthly Answer phones and act as customer & branch support as backup to CRC Assist with other functions of deposit processing as needed to include but not limited to wire transfers, fraud monitoring, file maintenance, customer service, etc. Other tasks as assignedQualifications: EXPERIENCE REQUIRED: High school diploma or GED Three to six months related experience in New Accounts and/or training, or equivalent combination of education and experience required. SPECIFIC EDUCATION, EXPERIENCE AND SKILL Effective interpersonal relationships with management and team members Ability to perform tasks efficiently and accurately Basic Mathematical Skills A thorough understanding and application of all policies, procedures and regulations pertaining to the work of a Deposit Operations Specialist Ability to operate in a team environment to accomplish shared goals Ability to effectively manage time as related to daily tasks Ability to solve practical problems and interpret a variety of instructions Ability to communicate professionally by phone or email Must possess accurate typing, spelling and grammar skills as well as written and oral communication skills.
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