Adjustment/Research Analyst

at  IBC Bank

San Antonio, Texas, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate12 Sep, 2024Not Specified15 Jun, 2024N/ANegotiation,Active Learning,Federal Reserve,Scanning,Reviews,Adjustments,Critical Thinking,Credit,Communication Skills,Deposits,MathematicsNoNo
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Description:

IBC Bank successes are the result of an aggressive and innovative attitude. The Bank’s “We Do More” philosophy reflects it’s dedication to the growth and success of it’s employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC’s focus is to be customer centric and strive to provide excellent customer experience.
Time Type:
Full time
Department:
811 Account Support
Job Summary:
To provide a methodology for the timely and accurate handling and resolution of internal and external requests for research and adjustments from the various banks as well as our customers and other financial institutions.
Job Description:

ESSENTIAL JOB FUNCTIONS

The statements on this job description are intended to describe the general nature of level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents.

  • Reviews and researches all types of adjustments for all markets
  • Performs adjustment request debiting or crediting customers’ accounts and asking Federal reserve for debit or credit
  • Tracks and enters all adjustment requests on tracking system
  • Processes Verification of deposits forms request for customers
  • Processes Social Security request for customers via social security system
  • Processes various collection items for customers
  • Processes Medicaid and Child support verification of deposit
  • Performs scanning of all research and adjustment cases to Optima system for retention

SKILLS

  • Written and oral communication skills
  • Reading Comprehension
  • Active Learning
  • Active Listening
  • Complex Problem Solving
  • Instructing
  • Coordination
  • Critical Thinking
  • Judgment and Decision Making
  • Mathematics
  • Monitoring
  • Negotiation

EDUCATION

  • High school diploma or equivalent

Responsibilities:

  • Reviews and researches all types of adjustments for all markets
  • Performs adjustment request debiting or crediting customers’ accounts and asking Federal reserve for debit or credit
  • Tracks and enters all adjustment requests on tracking system
  • Processes Verification of deposits forms request for customers
  • Processes Social Security request for customers via social security system
  • Processes various collection items for customers
  • Processes Medicaid and Child support verification of deposit
  • Performs scanning of all research and adjustment cases to Optima system for retentio


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Banking / Insurance

Finance

Diploma

Proficient

1

San Antonio, TX, USA