Retail Operations Specialist jobs in United States
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Southern Bank ยท 3 weeks ago

Retail Operations Specialist

Southern Bank is dedicated to providing excellent customer service and fostering strong community relationships. The Retail Operations Specialist assists with various retail operations duties to ensure efficient branch operations and compliance with bank regulations.

BankingCredit CardsFinanceFinancial ServicesInsuranceLendingWealth Management

Responsibilities

Reviews branch cash over and short daily
Tracks offages and reports front line operational staff disciplinary actions to Human Resources Officer when needed (due to drawer offages)
Processes tax levies
Processes and researches subpoenas
Monitors deceased customer accounts
Processes check forgery claims
Reviews branch ATM deposits for holds
Tracks and monitors teller non-cash errors
Reviews hold mail requests for proper documentation
Randomly selects branch teller and vault audits
Reviews address change verification journals
Prepares monthly Reg D Notices
Monitors ATM dual control
Reports on monthly IOLTA remittance
Responsible for file maintenance core report review and comparison
Responsible for B-Notice File Processing from IRS
Reviews branch cash limits to determine if limits are sufficient
Assists branches with new account, safe deposit box, POA, Estate and trust Inquiries
Assists branches with Integrated Teller and balancing inquiries
Creates newsletters monthly for branches
Writes and updates procedures when needed; and
Other duties as assigned by the Retail Operations Officer

Qualification

Customer service skillsOrganizational skillsInterpersonal communicationAttention to detailMulti-taskingComputer skills

Required

Good organizational skills
Excellent customer service skills
Good interpersonal communication and computer skills
Highly attentive to detail and able to multi-task in a fast-paced environment
High school diploma or equivalent

Company

Southern Bank

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Southern Bank has served the financial needs of America's Heartland for more than 125 years, making us one of the oldest financial

Funding

Current Stage
Public Company
Total Funding
unknown
1957-05-16IPO

Leadership Team

M
Matt Funke
President and CEO
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K
Kim Capps
Chief Retail Officer
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Company data provided by crunchbase