Location: Oswego,NY, USA
Description
Are you passionate about making a positive impact in your local community? Do you thrive in a dynamic, collaborative, and engaging work environment? If so, we have the perfect opportunity for you at Pathfinder Bank!
About Us: At Pathfinder Bank, we take pride in being more than just a financial institution - we are a community-focused bank committed to building lasting connections in Central New York. As a key player in our Market, you'll have the chance to make a meaningful impact on the people and businesses in our community while developing long-lasting, trusted relationships.
Why Join Us:
* Community-Centric: Your role at Pathfinder Bank goes beyond being a trusted financial advisor; it's about actively contributing to the growth and prosperity of the local community we serve.
* Collaborative Environment: Thrive in a fast-paced, collaborative, and engaging work environment where your ideas are valued, and teamwork is celebrated. We believe that together, we can achieve more.
* Employee Support: We understand the dedication and hard work our employees put in, and we are committed to ensuring you feel supported, appreciated, and rewarded for your contributions.
* Flexibility: Enjoy the flexibility of a family-friendly work environment that understands the importance of work-life balance.
Key Responsibilities:
* Relationship Building: Cultivate and strengthen personal and business relationships within the local community. As a Customer Service Representative you will be face of Pathfinder Bank .
* Customer Service: Lead by example and inspire those around you to deliver exceptional service. Your interactions with internal and external customers will be instrumental in creating a positive and inclusive environment.
* Local Touch: Embrace the opportunity to immerse yourself in the unique needs and aspirations of our local community. Your insights will guide our efforts to provide tailored financial solutions.
* Identify Needs: Interacting with customers and creating relationships is how everyone here at Pathfinder Bank can help turn dreams into reality.
What We Offer:
* A fulfilling and rewarding career with opportunities for growth and development.
* Competitive compensation and benefits package including paid holidays, paid time off, medical (including virtual care and work-life balance services), vision, and dental insurance, a 401K with a generous match, tuition reimbursement, banking discounts, and more!
* The chance to be part of a bank that believes in bringing out the best in its talent.
Requirements
Summary/Objectives
Provides support for banking personnel and customers related to Deposit Operations issues and inquiries. Performs all necessary verification of customer and deposit account set up and maintenance performed by Bank personnel. Ensures compliance with Deposit Operations related regulations. Ensures Deposit Operations functions are completed efficiently, effectively, and timely as needed.
Essential Functions
* Review daily/monthly reports and supporting documentation to ensure account setups and changes are completed and entered into the system in accordance with regulation and bank policy. This includes review of all new CIP or deposit account information in the Core System as well as documentation required for new customer or new deposit account setup.
* Respond to phone calls, emails, and letters from branches, departments, and customers to assist in Deposit Operations related issues and inquiries.
* Perform detailed research on customer accounts as requests are received from internal or external sources, including asset verification requests and subpoenas.
* Monitoring Qualifile reports and processing accordingly to protect the Bank against fraudulent or negative activity.
* Work closely with other Deposit Operations Associates, including the Senior Operations Analyst, in completing cross training of department members and applicable Branch staff regarding Deposit Operations responsibilities.
* Maintain and manage the Bank's IRA/HSA customer base, including review of documentation, daily and monthly reports and account setups, as well as providing support for bank employees and customers, for servicing all Regulated Plans.
* Maintain control and tracking systems for returned mail processing.
* Review and process monthly deposit reports including, but not limited to Court and Trust, IOLA reports.
* Review Safe Deposit Box reports; perform the steps outlined in the Safe Deposit Box Guidelines for Deposit Operations.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, printers and filing cabinets.
Competencies
* Customer Service Expertise
* Intermediate Computer Skills
* Scheduling and Coordinating
* Working with tools and technology
* Teamwork
* Communication
Required Education, Experience and Qualifications
* General Knowledge of Deposit Operations Processes
* Intermediate Computer Skills
* Strong Communication Skills
* Ability to Multi-Task and Prioritize
* Demonstrate Willingness To Be A Team Player
* Demonstrate Analytical and Critical Thinking Abilities
* Excellent Customer Service Skills
* High School Graduate or Equivalent