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Woodforest National Bank · 1 day ago

Account Adjustment Specialist I

TX - Operations Center-010025231 Grogans Mill Rd

Full-time

Onsite

Entry Level

1+ years exp

Woodforest National Bank is a diverse and inclusive team within a nationally recognized award-winning bank. The Account Adjustment Specialist I is responsible for providing administrative and customer service support for deposit operations, focusing on researching and processing corrections to customer accounts.

Banking

Responsibilities

Answers high volume of phone calls and email requests from customers, branches and other financial institutions

Investigates and resolves a variety of adjustment errors such as check encoding errors, double posted checks or deposits, savings bond discrepancies, return item late claims, missing deposits, general posting errors, etc

Processes debit and credit transactions necessary for corrections and adjustments, including entries to customer accounts and internal general ledger accounts

Ensure that all cases are resolved and comply with industry regulations and bank procedures

Continuously works towards becoming cross trained on all department tasks

Qualification

Banking software proficiencyData entry skillsCustomer service orientation10 key proficiencyMicrosoft OfficeAnalytical skillsOrganizational skillsProblem solving abilitiesAttention to detailWork independently

Required

1-3 years banking or financial services operations experience

High School Diploma or equivalent required

Proficiency with 10 key by touch and Microsoft Office (Excel, Word, Outlook, SharePoint, Access), and the ability to quickly learn and navigate banking software applications and systems

Excellent organizational and data entry skills, with the ability to multi-task, maintain accuracy, and met deadlines in a fast paced, high volume environment

Good written and verbal communications skills

Customer service orientation with effective problem solving abilities and strong analytical skills

Self-starter possessing the ability to work independently while supporting a team environment

Ability to follow directions and apply proper policies, procedures and guidelines

Ability to work flexible hours; demonstrated good attendance and punctuality

Strong attention to detail and high concern for data accuracy