Transaction Services Specialist at Civista Bank

Margaretta Township, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Jul, 26

Salary

0.0

Posted On

21 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Banking operations, Problem-solving, Customer service, Data accuracy, Time management, Microsoft Word, Microsoft Excel, Administrative skills, Communication, Attention to detail, Transaction processing, Research, Interpersonal skills, Organization, Follow-up skills

Industry

Banking

Description

Description Position Purpose: The position is set in a fast-paced, time-sensitive environment and requires good problem-solving skills, accuracy and attention to detail. An ideal candidate would enjoy working in a positive, team-oriented workplace. Responsible for monitoring and processing all deposit related items as they relate to various system applications – customer source, checking, savings, certificate of deposit, IRA (retirement) products, safe deposit box, transfer management and cards. Demonstrate Civista Bank’s mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Daily activities to ensure Civista Bank is balanced and in good standing with the Fed and monitoring of statement notices. Fulfill on the customer experience through the daily, weekly, monthly and annual creation of: documents, monetary instruments, incoming and outgoing file processing, mail, interoffice and external shipping. Ensure the accuracy of transactional data for customer accounts by researching and correcting information on non-posted transactions, reviewing and returning stop payment transactions, and posting deposit return items. Reviews and processes Garnishments, Levies and Court Orders for customer deposit accounts. Daily interactions and communication with the retail team members to assist in problem resolution to create a positive customer experience Daily support to include research, one source activities and verifications for internal and external customer information including: bad addresses, GL’s, Canadian checks, and reports. All other duties as assigned and any activities that support the key accountabilities. Requirements Qualifications, Knowledge and Skills: One to two years’ experience in banking or financial services. High School Diploma or equivalent, with office administrative skills or certification. Strong customer service and problem-solving skills and demonstrated ability to respond to inquiries with tact, diplomacy and patience. Exceptional organization, time management and follow-up skills. Excellent interpersonal skills and ability to communicate effectively with customers, bank employees and outside service providers. Ability to follow detailed instructions and a wide range of procedures requiring sound judgement. Must have proficient typing and computer skills, specifically Microsoft Word and Excel and the ability to navigate computer programs. Possess the ability and desire to be cross trained on many different job duties within the department. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files of up to 15 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position.Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this position at any time.

Responsibilities

The specialist is responsible for monitoring and processing deposit-related items, including checking, savings, and IRA products, while ensuring accuracy in transactional data. They also handle administrative tasks such as processing garnishments, levies, and court orders, and provide daily support to the retail team to resolve customer issues.