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Fond du Lac Office 
Full-Time

Summary

This position provides essential support to staff members throughout the bank ensuring established policies and procedures are followed.  You will complete a variety of Checkback tasks looking for accuracy and errors. You will read and evaluate a variety of bank documentation and reports while having a solid understanding of their purpose. In addition, you will complete in-depth research, projects and perform complex problem solving when necessary.  This position is responsible for maintaining compliance related to IRA and HSA accounts.

Essential Functions and Responsibilities

  • Analyze customer, accounts, and corresponding documents related to opening, maintaining, and closing of demand deposit, savings, money markets and certificate of deposits.
  • Work with bank staff to obtain required documentation and missing information.
  • Complete address analysis.
  • Process requests for online entries, reversals, and stop payments.
  • Manage IRA/HSA inquiries and maintenance requests.
  • Complete research for checkback compliance.
  • Maintain confidentiality of all customer and bank information.
  • Create and maintain accurate reports to present as needed.
  • Perform basic office duties as necessary including answering the telephone, directing phone calls and responding to emails.
  • Perform other duties, responsibilities, and activities, which may change or be assigned at any time with or without notice.

Skills and Abilities Required

  • Must be able to work independently, accurately and maintain good customer relations with the ability to adapt to varying customer and transactional volume.  Must be able to quickly re-establish priorities, responding to the changing needs of the department.
  • Demonstrates a positive, friendly, and enthusiastic attitude; has proficient product & services knowledge to support internal & external customers. Excellent interpersonal relationship and communication skills to effectively work with all levels of management and team members.
  • Demonstrated mathematical and analytical skills, with strong attention to detail.
  • Working Knowledge of Reg E and Reg CC Guidelines and proficient knowledge of Banking Terminology.
  • Ability to operate standard office and bank equipment and required software including Microsoft Word, Excel, PowerPoint and Outlook.

Working Conditions

  • Normal office environment with minimal noise, temperature variation or dust. Length of workday is unpredictable, depending upon volume of business and department activities.
  • Manual dexterity skills for typing and use of computer and other related office systems and equipment.
  • Occasional lifting of up to 50 lbs. is required.
  • Occasional bending, reaching and stooping.
  • Constant visual effort is required.  Up to 100% of the workday is spent at a computer monitor and/or with written or computer-generated paper documents.
  • Frequent sitting is required.

Training and Preparation

  • A high school diploma or equivalent.
  • Previous experience in banking and understanding of account titling is preferred.
  • Six to twelve months of on-the-job training to become familiar with departmental policies and procedures.

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