Description
JOB SUMMARY
The Deposit Operations Team Leader is responsible for a wide range of duties related to all Deposit Operations functions ranging from, CD and IRA relationships to exception processing, wires, report monitoring, item processing, and document imaging systems. This individual provides direct, daily support to the Deposit Operations team and is responsible for all aspects of employee development, training and performance management. The candidate must be able to assist with all Deposit Operations Department functions as needed. An advanced level of experience with deposit operations processing is required. Candidates for this position should be able to pay close attention to detail, be fully competent in team leadership and have above average problem solving and accounting skills.
DUTIES AND RESPONSIBILITIES
- Team leadership functions as direct supervisor of Deposit Operations Team; includes performance management, candidate selection, cross training and team building
- Working knowledge of all Deposit Operations function to a level of being able to complete tasks if needed
- Update procedures/polices as appropriate
- Assist branch personnel with IRAs to ensure transactions and legal documentation are handled correctly
- CD/IRA documentation review
- Monitor IRA minimum distributions
- Process Federal Withholding payments
- Ensure correct end-of-year processing and reporting
- Respond to telephone inquiries from customers and associates
- CIF and account maintenance
- Deposit account documentation review
- Perform information research requests concerning deposit accounts
- Fedline processing
- Postal notification address changes / undeliverable mail
- Reconcile WIP and interest expense accounts
- Process verification of accounts
- Process deceased depositor report/verification
- Process notice of decedent account status to state
- Perform balancing and verification for core banking and exception item processing
- Scan, index and QC documentation
- Process Canadian checks
- Process Domestic and International Wires
- Process check and ACH disputes
- Verify Holds and Stop Payments
- Safe Deposit Box Maintenance
- Verification of IOLTA interest transfers
- Manage and order supplies and inventory
- Prepare outgoing mail to be sent with the Courier
- Printing reports and notices
- Routinely incorporate compliance (knowledge of laws/regulations) in day to day tasks
- Minimum of 8 hours of department continuing education on an annual basis
- Promote and preserve JBT’s values and culture
- Follow Bank policy and procedure to prevent fraud and financial crimes
- Other duties as assigned
Requirements
SKILLS REQUIRED
- Strong leadership skills and the ability to effectively manage and utilize operations staff
- Broad knowledge of departmental operations, policies and procedures
- Ability to deal effectively and tactfully with customers and associates
- Ability to recognize irregular or suspicious transactions and take appropriate steps to prevent loss
- Advanced understanding of operations in other departments and bank retail outlets
- Understanding of Federal Regulations as they apply to checks, ACH and deposit accounts
- Experience with using personal computers and common business applications such as Word, Excel, and Outlook
- Exposure to bank core accounting systems, Jack Henry Silverlake preferred
- Ability to operate common business equipment such as copiers, printers, and scanners
- Above average problem solving and accounting skills
- Ability to lift 25 lbs.
Skills Required
- Strong leadership skills and ability to manage and utilize operations staff
- Broad knowledge of departmental operations, policies, and procedures
- Ability to deal effectively and tactfully with customers and associates
- Ability to recognize irregular or suspicious transactions and take appropriate loss-prevention steps
- Advanced understanding of operations in other departments and bank retail outlets
- Understanding of federal regulations applicable to checks, ACH, and deposit accounts
- Experience using personal computers and common business applications such as Word, Excel, and Outlook
- Exposure to bank core accounting systems, preferably Jack Henry SilverLake
- Above-average problem-solving and accounting skills
- Ability to operate copiers, printers, scanners, and other common business equipment
- Ability to lift 25 pounds
- Advanced experience with deposit operations processing
- Minimum of 8 hours of department continuing education annually
What We Do
JBT is a Pennsylvania community bank serving local people, families, and business owners throughout the Lebanon area. Founded in 1873, it provides personal and business banking solutions, including deposit accounts, digital banking, lending, mortgages, home-equity credit, credit cards, and certificates of deposit. JBT emphasizes personalized financial service, community involvement, and products designed to meet customers’ actual day-to-day banking and financial needs.
