Job Information
FirstBank PR OPERATIONS SPECIALIST - WATERFORD in Miami, Florida, Florida
Job Summary:
Provides complete customer services including opening of CD accounts, and gathering information needed to efficiently process new and existing CD accounts.
Coordinate with Deposit Operations Supervisor in implementing and carrying out bank policy& procedures with respect to overall operations of the bank. This position’s primary responsibility it to perform a wide range of deposit operations and clerical duties. This position is responsible for keeping records of financial transactions for establishment by performing the following duties.
This job description describesthe scope of responsibility and essential functionsof this position but should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other areas to cover absences, or equalize peak work periods, or otherwise balance the workload.
Essential Responsibilities:
CD accounts opening including maintenance as requested
Branch and Legal research
Large Dollar Exception Review and Two Signature Review
Daily Review of Exceptions items to Include, NSF/Uncollected, Chargebacks, Positive Pay, Non-Post
Activation of Dormant and Inactive Accounts
Opt-out maintenance to account
Return Mail processing
Scanning of the Signature Cards
Daily verification of New Certificate of Deposit report to ascertain that the rate is within the established rate.
Branch ATM Deposit Review
W-8 Review and Update
Other Responsibilities and BackUp Duties:
Weekly review and process of Reg D report
Review of ACH/IAT report.
RDC verification
Notice of change
Monthly General Ledger Reconcilation
Debit Card Claim
ACH claims
ACH origination
Positive Pay Review
NSF/Uncollected Report Review
Forgery Claims Review
Notice of Death/Notice of Reclamation
REG D account review
Controlled Account Review
Stop payment Input
Stop payment Review
Escrow checks
Official Interest Checks
Independence of Judgment:
Thedegree of judgmentis related to the compilation and/or presentation of simple to medium information
Supervisory Responsibilities:
None
Impact of Errors:
The impact of errorsin this position could affectjob and department activities and essential activities of administrative, operational or business nature that might have a considerable economic impact.
Competencies:
Good mathematical and communications skills.
Previous experience in a financial institution.
Good understanding of financial institution branch operational functions, products and services.
Prefer one year of related Personal Banker functions.
Effective human relations and communication skills.
Experience with meeting deadlines and attention to detail and focus on quality
Ability to meet high production and quality standards.
Ability to adapt to an often changing environment
Self-motivated with ability to work independently and manage your own time
Good listening skills.
Ability to read and understand information and ideas presented in writing.
Capacity to work flexible hours as necessary.
Computer skills
Physical Demands:
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.
- Specific vision abilities required by this position, include closeand distance vision. While performing the above duties the employee is regularly required to sit for prolonged period of time, use hands to finger, handle, or feel and talk and hear.
Work Environment:
Employees in this job work in an office environment with a comfortable room temperature, good lighting, and quiet conditions. These employeesare exposed to external elementswhen representing the corporation at external events and may be required to work extended hours, including holidays, should these coincide with company events.
Minimum Requirements:
High School certification and/or courses’ certification in related fields; and/or equivalent experience in retail operations.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not indented to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.
EQUAL EMPLOYMENT OPPORTUNITTY EMPLOYER