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Planters Bank · 18 hours ago

Bank Operations Associate - Deposit Account Administrator

Hopkinsville, KY

Full-time

Onsite

Entry Level

$15/hr - $18/hr

2+ years exp

Planters Bank, Inc. is a regulated financial institution seeking a Deposit Operations Associate I to support daily bank operations and deposit account administration. The role involves ensuring accuracy and compliance of consumer and business deposit accounts, as well as providing customer service and maintaining account documentation.

BankingFinanceFinancial Services

Responsibilities

Ensures accuracy of new and existing customer account openings, deposit account documentation, and account maintenance information

Reviews IRA documentation and reporting to ensure accuracy

Answers telephone and written inquiries concerning savings, certificates, IRA, checking accounts and other deposit products

Reviews daily exception reports for errors

Monitor and balance various general ledger accounts that pertain to job description

Maintains records for over-the-counter end of the year tax reporting

Maintains a list of all missing or incorrect information that is required on a new accounts and account maintenance

Send monthly CSR exception report to CSRs and Branch Managers

Safe Deposit Box review, maintain spreadsheet for past due boxes and e-mail CSR past due listings monthly

Monitor and mail CD interest checks/notices and RMD payouts

Electronically archive deposit account documentation

Prepare CEDE CDs and process CEDE wires

Index CIP information in Director Client

Maintain the In-branch and Online Account Opening Platforms. Will be responsible for all updates, including regulatory changes, product, and forms updates

Performs interest rate changes on interest bearing accounts as requested by management or account officers

Monitors the Regulation D excessive withdrawal report and notifies the account officer when necessary

Assist Senior Deposit Account Administrator with EOY processes and reporting and other duties as deemed necessary by Senior Deposit Administrator

Assist SVP of Operations and Operations Manager with extra duties as deemed necessary

Must maintain confidentiality at all times

And, as directed, may perform other duties from time to time