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EOE M/F/Vets/Disability Affirmative Action Employer
JOB SUMMARY: This position is responsible for the review and
analysis of IRA documentation, preparation of various reports,
maintaining master rates and backing up other positions in the
department.
ESSENTIAL JOB FUNCTIONS:
- Provide direction/assistance Answer various questions for FSRs and
other employees (sometimes customers), and/or research subject if
needed.
- Reconcile CD Clearing GL account, research outages and contact
appropriate FSR to clear up the outage.
- Calculate FB&T prime rate, obtain various rates from Wall Street
Journal and management, and input the changes on the system.
- Update and communicate APY Comparison Report, making appropriate
changes to the deposit rates on the system.
- Prepare and distribute weekly reports including: New/Closed
Accounts, FSR Deposit Exceptions and Revised Accounts.
- Prepare and distribute monthly reports including: FSR Deposit
Exceptions, Time Deposit Reconciliation and NOW Accounts.
- Review IRA transactions performed by FSRs and assist them with IRA
questions.
- Review decedent accounts to determine status changes and account
restructuring, initiate contact with customer and/or notify
appropriate location for assistance.
- Set up and maintain AFT and Sweep Records on customers accounts.
- Assist other Deposit Administration team members with tasks
including the following, as needed.
- Balance bank owned accounts such as cashiers, interest and
expense checks
- Making file maintenance changes and or revisions as needed.
- Review File Maintenance Reports and verify input by DA
employees.
- Account verifications, including those from Social Security
Administration and Oklahoma Health Care Authority.
- Requests received in the mail.
- Back up CIP editor for deposit accounts, to ensure compliance
with CIP/CDD procedures.
- Cross-train on other positions in department.
- Other duties as assigned to include assisting with various projects.
- Must be able to meet attendance and punctuality standards.
- Effectively work and cooperate with supervisors, co-workers and
customers.
- Follow the direction of the supervisor.
ADDITIONAL RESPONSIBILITIES:
- Perform other duties and projects as required by management.
MINIMUM QUALIFICATIONS FOR CONSIDERATION:
- High school diploma or equivalent.
- Bookkeeping clerical experience including filing, letter writing,
etc.
- Customer service experience.
- Proficient computer, 10 key and typing skills.
KNOWLEDGE, SKILLS, AND ABILITIES:
- Strong verbal and written communication skills.
- Strong interpersonal skills: able to work well with a wide range of
people.
- Strong organizational and time management skills.
- Demonstrate dependability through good attendance and adherence to
timelines and schedules.
- Strong follow through on projects and deliverables.
- Strong analytical and problem-solving skills.
- Demonstrate resourcefulness and ability to take initiative in
development and completion of projects.
- Strong sense of customer service.
- Strong proficiency in pc applications, including Windows, Word and
Excel.
PHYSICAL REQUIREMENTS:
This work is sedentary and requires the following physical activities:
- Sitting for long periods of time; occasional bending, squatting,
kneeling, stooping; good finger dexterity and feeling; frequent
repetitive motions; talking, hearing, and visual acuity.
- Frequent lifting (up to 25 pounds of paper supplies or minor office
equipment).
WORKING CONDITIONS:
- Normal office environment.
- Dri ing to locations as needed.
NOTE: The above statements are intended to describe the general
nature and level of work performed by an employee in this position.
These statements are not to be construed as an exhaustive list of all
responsibilities, duties, and skills required of employees in this
position.
