The Role
The Deposit Service Representative researches and corrects account issues, provides customer service, processes checks, and handles various banking duties.
Summary Generated by Built In
GENERAL SUMMARY:
Researches and corrects non-post for DDA, SAV, SDB, and LAS applications. Coordinated the processing of on us return items, is responsible for processing the charge-back notices. Reviews Stop Payment Reports for suspect Stop Pays. Print Interest checks, review deposits made remotely by our business customers, place Reg. CC holds and misc. exception reports. Performs other job-related duties such as domestic collections items, research requests, DDA Consumer Product Exceptions, CIP review, TIN Uncertified, External Transfer review, Port maintenance, returned Visa Debit Cards and IOLTA reporting. All duties are performed on a rotated basis.
RESPONSIBILITIES AND DUTIES:
- Provide excellent customer service over the phone, via email and in person to both internal and external customers.
- Is responsible for locating and correcting DDA, SAV, SDB, LAS account numbers for all items that non-post and the reconcilement of the account.
- Is responsible for printing, reviewing for accuracy and mailing customer interest checks.
- Review of mobile deposits.
- Completes research requests for banks and helps resolve service issues for our customers. Requests received by 3:00 pm CST should be processed the same day.
- Process Domestic Collection Items.
- Other duties as assigned by management.
- Regular and reliable attendance.
KNOWLEDGE, SKILLS, AND ABILITIES:
- Knowledge of Windows based programs preferred.
- Ability to provide good customer service and telephone courtesy.
- Ability to demonstrate accuracy and efficiency in a fast-paced environment.
- Ability to work under pressure meeting critical deadlines and have multitasking abilities.
EDUCATION AND EXPERIENCE:
- High School diploma or equivalent.
- Bank experience preferred.
- Balancing and Reconcilement experience preferred.
PHYSICAL REQUIREMENTS:
Seeing: 75-100%
Must be able to read computer screens and reports
Hearing: 75-100%
Must be able to communicate with customers and employees.
Standing/Walking: 50-74%
Climbing/Stooping/Kneeling: 0-24%
Lifting/Pulling/Pushing: 0-24%
Fingering/Grasping/Feeling: 75-100%
PHYSICAL DIMENSIONS:
Light Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.
NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.
More Details
M-F 8:00am-5:00pm
About
We take pride in our heritage as a family-owned, community bank. Our commitment to our customers and community is at the forefront of how we do business.We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.We also offer personal banking services, including accounts, mortgages, personal loans and technology products.We use application review steps designed to ensure mutual fit. Generic or automated submissions may not progress.We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other Full-Time benefits include:8 paid holidays*17 PTO days each year for the first five years of employment.* After five years, 22 PTO days each year.*After ten years, 27 PTO days each year.* Employees must also complete the 90-day introductory period prior to accruing PTO.*New employees will receive 16 hours of paid sick time upon their hire date.*Health, dental, prescription drug card, vision, and voluntary life insurance plansHealth Savings Account with employer contributionsFlexible medical and dependent care spending plansParental Leave after one year of full-time employment401K plan after 3 months and start of next quarter with employer contributions and profit sharing Free checking account and basic printed checksFree safe deposit box$50,000 group term life insuranceLong term disability insuranceEmployee Assistance ProgramEducational Assistance*Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at [email protected] or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the [EEO KNOW YOUR RIGHTS] and [PAY TRANSPARENCY STATEMENT].
Skills Required
- High School diploma or equivalent
- Bank experience
- Balancing and Reconcilement experience
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The Company
What We Do
Pinnacle Bank is a family-owned community bank offering savings accounts, loans, and other banking products and services for both personal and business clients.






