Deposit Operations Specialist at EQUITABLE BANK SSB
Wauwatosa, Wisconsin, United States -
Full Time


Start Date

Immediate

Expiry Date

25 Feb, 26

Salary

0.0

Posted On

27 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Communication, Analytical Skills, Detail Oriented, Organizational Skills, Time Management, Technical Knowledge, Problem Resolution, Fraud Prevention, Bank Procedures, Software Proficiency, Team Interaction, Discretion, Follow-Up, Technology Support, Report Review

Industry

Banking

Description
Description Since our founding in 1927, employees have been the main reason for The Equitable Bank’s success. We are a local bank with strong ties to the communities where our branches are located. Our culture is inclusive and the work environment is collaborative, friendly and family-oriented. We pride ourselves on offering our customers excellent service and lending a helping hand when others need assistance. We offer competitive salaries, excellent benefits, on-the-job training and the opportunity for career advancement. If you have these skills and see yourself succeeding in this environment, we invite you to become part of The Equitable Bank team. We are seeking a full time Deposit Operations Specialist to join the Customer Service department at our Corporate office located at 2290 N Mayfair Road, Wauwatosa, WI 53226. This position works Monday through Friday, 8:30am to 5:00pm and will be performing a full range of customer service oriented telephone and e-mail support activities for both internal and external Bank customers. Essential Duties and Responsibilities: Respond to inquiries of a specific or general nature; determines appropriate response or direction for the caller; assists in the completion of new accounts and resolves problems within given authority. Perform various operational background duties; process account balance or transfer requests, stop payment orders, changes of address and other such customer requests or authorizations. Conduct a variety of routine daily tasks; review reports, prepare correspondence, perform exception processing and participate in special department projects. Answer Bank telephones and respond to customer requests in an attempt to quickly resolve customer issues and complaints that involve money, accounts and confidential information. Provide customers with product and service information. Identify, research, and resolve customer issues. Follow-up on customer inquiries if not able to resolve immediately. May assist customers with technology-related problems, such as resetting PIN numbers or unlocking accounts, which require computer skills and technical knowledge. May be called upon to waive fees, increase credit limits, order duplicate statements, discuss late charges, or complete a customer's order over the phone. Must be familiar and effective with fraud attempts and/or fraudulent activity for prevention purposes and/or to assist in the detection of fraudulent activity occurring. Must be familiar with the Bank procedures, products and services in order to provide accurate information and assist in problem resolution. Provides Deposit Operations support, such as: return item processing, ACH processing, ATM adjustments, debit card ordering and maintenance, and IRA/HSA plan administration. Technical support to Business clients for Treasury Management services. This position interacts with other Bank professionals including Branch Managers, Commercial Lending, Human Resources, Accounting, Loan Processing, Loan Servicing and Senior Management. This position may interact with law enforcement agencies for subpoenas and for investigative purposes. Benefits: 401(k) with 4% dollar-for-dollar employer match Paid time off Bank paid life insurance at four times your annual salary Medical, dental, vision insurance Personal banking and loan benefits Requirements Job Skills: At least one year of experience in banking customer service. Ability to communicate within a professional business office environment. Requires excellent customer service skills. Requires excellent written and verbal communication skills. Strong analytical skills, including the ability to define problems, have corrective solutions, establish facts and draw valid conclusions. High level of discretion and ability to handle sensitive and confidential information. Must be detail oriented, excellent organizational and time management skills. Must be able to handle a high volume of telephone contact from a varied customer base. Proficient computer skills in commonly used software programs such as Microsoft Office, Excel, Outlook, etc. Experience with Fiserv/Cleartouch software is preferred. Education: High School Diploma The Equitable Bank is an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.
Responsibilities
The Deposit Operations Specialist will provide customer service support via telephone and email, assisting with account inquiries and resolving issues. The role includes processing various customer requests and performing operational background duties.
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