ABOUT THE ORGANIZATION

SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service companies, including small businesses and professionals.
The anticipated salary range for this role is between $45,000.00 and $63,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.
Our mission is to be “the bank of choice” for middle market and professional service companies by establishing long term customer relationships and loyalty, providing superior products and services through a core of highly skilled and seasoned bankers.
To achieve our mission to be the ‘bank of choice’ for middle market and professional services companies, we are focused on our vision to be the premier California regional business bank that can provide the sophistication and expertise of a larger institution with the personal ‘high touch’ services of a smaller bank.
Specialties:
Commercial Loans and Lines of Credit, Asset-Based Financing, SBA Loans, and Specialized Financing, Real Estate Loans, Cash Management Services, International Services

JOB SUMMARY:

Under general supervision, performs a variety of back-office functions necessary to support the branch system and other departments within the organization. Functions include general accounting and reconciliation, signature verification, research, file maintenance and verification, certifications, and operational compliance. Interface with internal and external customers as well as outside agencies or organizations.

EXPERIENCE:

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• 2-3 years’ general banking operations or related back-office experience.

• Minimum one (1) year of teller experience and one (1) year of customer service account concepts and bank regulatory requirements;
• Proficiency with MS Word and Excel functions. Personal computer skills and equipment office, etc. experience required.
• Strong organizational and time management skills are required, with a desire to expand personal knowledge.
• Analytical skills highly desirable.

PRINCIPAL DUTIES & RESPONSIBILITIES:

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• ACH Processing and Returns

• Adjustments and Encoding Errors
• Process activity on controlled accounts
• Reconcile RITS -Official Check Balancing
• Customer Telephone Transfers
• Telephone Transfer Reporting-Daily/Monthly
• IRS Back up Withholding, year-end Tax Reporting /Annual State Escheatment/Dormant Accounts
• EARNS of large checks being returned/Chargebacks
• Input daily Treasury Rates
• Lockbox Deposits
• Large item review of checks $5,000 and over
• Non-Posted Items Reporting
• Perform department callbacks and report reviews
• Support Online Banking and Cash Management Services
• Items Processing corrections
• Orders branch cash and reconcile the Banks cash vaults
• Stop Payments
• Name/Account Maintenance
• Armored Courier Service Set-up
• Credit Ratings/VOD

ADDITIONAL RESPONSIBILITIES

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• Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person and over the phone.

• Troubleshoot, research, resolve, customer concerns and provide error resolution as needed.
• Open and maintain retirement accounts and processes Retirement transactions as required
• Adhere to bank policies and support Management decisions and goals in a positive, professional manner.
• Complete required training and accountable for compliance with all Federal and State laws related to position.
• Good working knowledge of all central operations functions, products, procedures, and compliance.
• Excellent interpersonal skills with the ability to effectively lead and work with individuals and groups at all organizational levels; ability to work independently and as part of a team.
• Excellent customer service skills with the ability to respond to inquiries or complaints effectively and timely.
• Ability to take initiative and prioritize tasks; good time-management, organization, problem-prevention, and problem-solving skills.
• Strong analytical ability with active listening skills.
• Ability to work accurately with close attention to detail.
• Ability to maintain confidentiality of sensitive information.
• Willingness to adapt to changing business needs and deadlines,
• Exhibit a professional, businesslike appearance and demeanor.
• Perform Department Callbacks and report reviews
• IRA account processing
• Review Reg CC Holds
• Dormant Account Reactivations and Reporting
• GL Certifications
• Levies and Subpoenas
• NSF Reporting
• Complaints Management