Synergy Bank · 7 hours ago
Deposit Operations Representative
Main - HOUMA, LA 70360
Full-time
Onsite
New Grad, Entry Level
$15/hr - $20.03/hr
0+ years expSynergy Bank is seeking a Deposit Operations Representative responsible for verifying deposit account and customer file maintenance as well as reviewing check and GL exceptions. The role involves supporting retail banking operations, ensuring compliance with regulations, and providing excellent customer service.
BankingFinanceFinancial Services
Responsibilities
Supports the retail areas of the bank to ensure compliance with regulations and bank policy
Provide the Synergy Bank standard of excellence in customer service
Maintain honesty and the highest level of ethical standards
Maintain a strong understanding of all bank products and services. Cross-sell/referrals
Perform verification of deposit account and customer file maintenance timely and accurately
Review, verify, and close CRM cases timely
Review NuPoint exceptions (caution alerts, 2 signatures required, and GL review)
Review Mitek fraud suspect checks
Prepare and provide required bank information in response to received subpoenas
Respond to credit verification requests
Disburse both incoming and outgoing mail daily
Sort and file teller work in accordance with established retention requirements
Answer incoming calls as necessary and relay messages in a timely manner
Follow all bank, department, and security policies and procedures
Assists with other duties, pertaining to deposit operations, as directed by their supervisor
Qualification
Required
High school diploma or GED equivalent
Minimum 6 months in customer service
Proficient in Word and Basic Understanding of Excel and Microsoft Outlook
Typing / keyboarding and 10 key calculator skills
Effective communication skills both oral and written
Ability to pay close attention to detail
Ability to analyze information in order to draw a conclusion
Ability to organize and prioritize daily tasks
Telephone etiquette skills – ability to professionally and politely provide telephone assistance to customers and employees
General knowledge of bank products
Ability to multi-task in a fast-paced work environment
Must always be looking for ways to help people
Must be able to maintain compose, suppress extreme emotions, control anger, and avoid aggressive behavior even in trying situations
Ability to present a business professional appearance
Must have reliable transportation to commute to and from work
Must be able to work at a computer station in front of a monitor for up to 4 hours at a time
Must be able to interact with the public utilizing various methods or communication
Must be able to lift and carry approximately 20-30 pounds multiple times throughout the day
Employee may be required to squat multiple time per day and remain in that position for short periods of time while accessing filing cabinets or distributing mail at ground level. This could occur as few or as many times as necessary to accomplish the required task
Must have the attention span to stay alert and attentive during a normal 8-hour workday
Must be able to make sound, quick decisions based on the facts of a situation, and remain calm and in control
Must be able to follow instructions and procedures exactly as trained or as directed by supervisor
Must be able to listen to, grasp and respond positively to supervision and instructions by management
Physical and cognitive ability to perform the essential duties and functions of his/her job
Preferred
Previous Banking Experience
Company
Synergy Bank
Synergy Bank is a community bank that specializes in digital, accounting, and business banking services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$14.82M2023-08-28Undisclosed· $14.4M
2010-06-15Seed· $0.42M
Recent News
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