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Deposit Operations Specialist I - EIP
SUMMARY
Employees in this position will be responsible for completing assigned job duties daily and provide assistance as needed within Exception Item Processing (EIP). Employees are expected to take the initiative to ensure customer service is a priority while completing the required functions.
MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
- Work all DDA and savings account unposted items.
- Review stop payment suspect list and work items appropriately.
- Process Garnishments/Levies/Freezes received.
- Process Subpoena requests.
- Complete adjustment and dispute requests received.
- Work and balance incoming Fed returns.
- Work and balance NSF items.
- Complete ARP exceptions and balancing.
ADDITIONAL DUTIES AND RESPONSIBILITIES
- Responsible for learning all job duties in EIP.
- Perform other duties as assigned by supervisor.
- Complete Salesforce case requirements.
- Answer phones and assist with internal or external customers.
- Complete review of Verafin check fraud.
- Complete research and verification of deposit requests.
- Monitor FED GL account for balancing issues and other various GL accounts.
- Use resources available to troubleshoot issues as they arise.
- Assist with training employees as needed.
- Complete all required compliance exams.
- Adherence to all First United Policies and Procedures.
EMPLOYEE SPECIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty in a satisfactory manner. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Work Experience
- High School diploma or GED
- Two years banking experience preferred
Technical/Functional Competencies
- Proficient in Microsoft Word and Microsoft Excel.
- Excellent customer service skills required.
- Ability to work in a fast-paced environment and work well under pressure.
- Dependable and adheres to timelines and schedules.
- Takes initiative in development and completion of projects.
- Ability to work in a team environment.
NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties as assigned by the supervisor to meet the ongoing needs of the organization.
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If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [email protected] for assistance.
What We Do
First United Bank is a progressive and innovative community banking organization. By virtue of its growth from a single unit bank into a multi-community banking enterprise, First United is categorized as a "Super Community Bank." As one of the largest banking organizations in the Southwest, First United focuses on retail and community banking, targeting consumers and small-to-mid-sized businesses within its market areas.
First United provides a comprehensive range of financial services including retail, commercial, trust, brokerage, mortgage and insurance products. First United is the premier provider of financial products and services in every market we serve. We deliver services through an expansive network of community bank locations throughout Oklahoma and Texas. www.firstunitedbank.com/locations
At First United, we believe that to spend life wisely, you should have a balance in the four pillars of wellness, personal development, financial well-being and faith. Check out our website blog at www.spendlifewisely.com.
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