Midwest Loan Services · 19 hours ago
Banking Operations Representative
Midwest Loan Services is seeking a Banking Operations Representative to handle daily support and operational transactions for banking customers. The role involves completing customer banking transactions, servicing requests, and maintaining secure banking procedures.
Financial Services
Responsibilities
Completes customer banking transactions, such as deposits, withdrawals, and payments
Performs customer service requests such as wire transfers or ordering checks
Creates and logs negotiable instruments such as western union, cashier’s checks, or account kits
Assesses fees on accounts
Maintains cash securely and properly
Performs cash balancing as well as ATM balancing
Maintains secure and safe banking environment
Files customer documents
Prints reports specific to transactions
Handles incoming phone, mail, or email requests & transactions
Completes maintenance on accounts
Completes & closes banking sales for deposit & loan products
Resolves customer disputes
Places monetary holds
Fills in for other customer service areas as needed
Files proper government or bank monitoring information
Assist with updating branch procedures as needed
Assists with receptionist coverage as needed
Handles and sorts incoming and outgoing mail, returned mail, scans/emails mail as needed
Greets all walk-in visitors, signs them in & out accordingly, and directs all incoming phone calls
Assists and answers questions for incoming customers, phone calls, faxes, and emails in prompt & courteous manner
Keeps proper amounts of banking supplies on hand and orders more as needed
Maintains a clean lobby and waiting area
Refer sales business to other lines/partners within the corporation
All other duties as assigned by management
Qualification
Required
High School Diploma or equivalent required
Must be a licensed notary public or willing to obtain certification
Previous cash handling experience required
Previous customer service experience required
1 to 3 years related experience
Maintain & foster positive relationships with customers and business partners
Complete all assigned training in a timely manner
Provide professional communication in both oral & written expression
Excellent organizational, time management & analytical skills
Able to communicate effectively (verbal and written)
High degree of accuracy
High degree of dependability
Cash handling – able to rapidly count cash with 100% accuracy
Has thorough knowledge of and complies with applicable laws and regulations
High degree of confidentiality
Strong customer service
Able to effectively problem solve
Able to lift up to 20 pounds
Extended periods of sitting (at computer desk)
Complete repetitive tasks (including operation of computer mouse/keyboard)
Preferred
Previous community banking experience desired