Deposit Operations Program Associate I

  • First Interstate Bank
  • Aug 26, 2021
Full time Banking Operations

Job Description

This position is located at our Great West Center in Billings, MT.

 

SUMMARY

Provide back-office deposit operations services to First Interstate Bank branches by supporting the branches in their efforts to provide accurate, prompt and courteous service to their customers regarding their Deposit Accounts as well as, Individual Retirement (IRA), Validation, Research & Returns and Mailroom support tasks. This role requires strong attention to detail and a high level of accuracy while maintaining excellent client service to internal and external clients.

 

ESSENTIAL DUTIES & RESPONSIBILITIES include the following: other duties may be assigned.

  • Deliver superior service and support for all deposit operations services, both internal and external.

  • Daily Processing of Exception Item Module (EIM), non-post items for Deposit and IRA accounts.

  • Review of compliance required documentation.

  • Input and Review of basic account maintenance items.

    • Opt In/Opt Out

    • Change of Address

    • Stop Payments

    • ACH Returns

    • Deficit Notices & Closures

    • Credit Card Declines

    • Signature Card Review

    • IRA Beneficiary Changes

    • IRA Contribution & Distributions

    • Payment Processing

    • Encoding Errors

    • Duplicate Item Review

  • Business analytic report(s) review and processing.

  • Perform daily operational functions for quality control and validation in an accurate and timely matter.

  • Research and resolve routine issues with limited assistance.

  • Responsible for print jobs and return mail items.

  • Produce a high volume of work, in a fast-paced, team environment, meeting deadlines and maintaining exceptional attention to detail.

  • Ability to work independently, proactively, innovatively and creatively while exercising sound judgement.

  • Partner with team members in process improvement for department initiatives.

  • Work effectively in team environment and promote actively listening, eliciting information, comprehending individual issues/needs and recommending solutions.

  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information.

  • Ability to gain working knowledge and understanding of principles, procedures, requirements, regulations, and policies related to assigned area, as well as the Bank's policies, procedures, products and services.

 

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactory. The requirements listed above 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/or EXPERIENCE

One-year certificate from college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.

 

OTHER SKILLS & ABILITIES

Basic use and understanding of MS Office Products (Word, Excel, Outlook) with the ability to learn and adapt to new technologies quickly.

 

LANGUAGE SKILLS

Ability to read and comprehend simple instructions, short correspondence and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

 

MATHEMATICAL SKILLS

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, and percent and to draw and interpret bar graphs.

 

REASONING ABILITY

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.  Ability to deal with problems involving a few concrete variables in standardized situations.

 

PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to talk, hear, stand, walk & use hands to finger, handle, or feel. The employee frequently is required to sit. The employee is occasionally required to reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds.

 

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

The noise level in the work environment is usually moderate.