Deposit Account Services Clerk I jobs in United States
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Southside Bank · 1 month ago

Deposit Account Services Clerk I

Southside Bank is a financial institution seeking a Deposit Account Services Clerk I. This role involves performing various duties related to day 1 and day 2 processing for deposit accounts, ensuring accuracy and compliance while providing excellent service to customers.

BankingFinanceFinancial Services

Responsibilities

Completes duties of primary department desk and serves as backup to a portion of other department desk responsibilities
Complete adjustment requests
Work un-posted and NSF items reports, including mid-day and end-of-day balancing for this process
Process charge-back items (ACH and check)
Assists with contacting customers holding a dormant account(s) and the annual account escheatment to the state of deposit accounts, including safe deposit boxes
Completes charging off accounts, including payments made to charge-off accounts
Review, approve and complete  stop payments requests
Review and process stop payment journal (day-2)
Review and approve refund requests to customer accounts
Complete Verification of Deposits
Complete customer research requests
Process death notifications and reclamations
Reconcile various bank GL accounts
Process various reports, including daily, weekly and monthly
Complete monthly IOLTA Reporting to state
Manages daily and month-end statements and notices for hand-deliver customers
Sends NOCs on ACH items
Handle returned mail
Maintains confidentiality of all sensitive Bank information
Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank’s mission, CORE Values, and Blue Book culture guide
Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees
Participates in proactive team efforts to achieve departmental and company goals
Understands and agrees to abide by the policies and procedures established at Southside Bank
Responsible for complying with audit policies and procedures as they pertain to this position
Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program
Must comply with all applicable laws and regulations
Perform routine duties with minimal supervision using standard practices or procedures in order to proceed alone at routine work; occasional work progress checked; work reviewed upon completion
Serve as backup to other team members through cross-training across the department
Complies with all safety policies, practices and procedures.  Report all unsafe activities to supervisor and/or Human Resources
Performs additional duties as assigned or directed

Qualification

Basic PC skillsAttention to detailMathematical skillsCommunication skillsMulti-tasking abilityProblem-solving skills

Required

High School diploma or general education degree (GED); or one to three years related experience and/or training; or equivalent combination of education and experience
Ability to give attention to detail and provide excellent communication skills
Ability to read and comprehend simple instructions, short correspondence, and memos
Ability to write simple correspondence
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
Ability to add, subtract multiply and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, percent and to draw and interpret bar graphs
Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form
Ability to deal with problems involving several concrete variables in standardized situations
Basic personal computer skills including electronic mail, word processing, spreadsheet, graphics, etc
Handle multiple tasks simultaneously

Benefits

Medical, Prescription Drugs, Dental, and Vision Insurance
Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment
401(k) with a Match
Basic, Voluntary, and Dependent Life Insurance
Paid Time Off
Paid Bank Holidays
Workplace Wellness Programs
Employee Assistance Programs
Tuition Reimbursement

Company

Southside Bank

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Southside Bancshares is a banking company that specializes in personal banking, business banking, mortgage, and equity lending.

Funding

Current Stage
Public Company
Total Funding
$100M
2020-11-18Post Ipo Debt· $100M
1998-05-20IPO

Leadership Team

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Keith Donahoe
Chief Executive Officer
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Company data provided by crunchbase