Vision Bank · 2 months ago
Account Servicing Specialist- Records Management
Ada,OK,US
Full-time
Onsite
New Grad, Entry LevelVision Bank is seeking an Account Servicing Specialist to manage customer deposit account information and ensure compliance with banking regulations. The role involves verifying database accuracy, processing transactions, and maintaining effective workflow within the department.
Financial Services
Responsibilities
Review and verify accuracy of additions and modifications to deposit account database made by Personal Bankers and Call Center personnel in accordance with the bank policy, the Bank Secrecy Act, and other applicable regulations
Processing incoming and outgoing wires
Processing incoming and outgoing ACH files
Processing mobile deposits, NSF items, Chargebacks, reject processing and error reports
End of day process
Verify completeness and accuracy of Synergy document database for deposit accounts which may be input and modified at all bank locations
Handle routine inquiries made by customers or other bank employees in an efficient and courteous manner
Adhere to sensitive deadline and time constraints
Perform all necessary duties to ensure effective workflow and effective realization of total department goals
Qualification
Required
Must work well within a team and help create a positive team environment
Ability to communicate effectively with customers as well as other employees
Excellent organizational skills
Must be capable of performing multiple tasks on a regular basis
Problem Sensitivity
Commitment to Quality
Exercise a willingness and commitment to adhere to the bank's core values
Ability to identify and report risks that could impede the reputation, safety, security, or financial success of the bank
Microsoft Word and Excel experience
Preferred
Associate degree preferred
Bookkeeping/banking experience may compensate for formal education
Company
Vision Bank
See the Difference! We are a full service bank with locations in Ada, Davis, Durant, Meeker, Norman, Prague, Shawnee, and Sulphur.
Founded in 1900
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Steve Bagwell
President and Chief Executive Officer
Stacey Lewis
Senior Vice President, Senior Credit Risk Officer & Interim Chief Credit Officer
Company data provided by crunchbase