Deposit Operations Specialist III - New York, Jeffersonville

The announced job offer is made public by the firm: JEFF BANK and it was included in jobs list the date of: 2022-10-22 in the website greenenergyjobsonline.com.

It is announced that they have a job offer at the category of Array and the jobs location is in the state of New York at the city Jeffersonville, in the country US - at this current ZipCode: 12748

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Looking for a strong problem solver with a high attention to detail and bank operations knowledge.

ESSENTIAL DUTIES

Demonstrate core values and guiding principles as outlined in the Bank's Mission, Vision and Value Statements of which the following are illustrative:

• Gives exceptional customer service to both internal and external customers by providing prompt, polite and effective communication.
• Participates as a member of the team.
• Positively and proactively contributes to the Bank's strategic plan.
• Demonstrates support of management.

Ensure all activities and work functions adhere to compliance requirements which are defined in company policies and procedures as well as state/federal laws and regulations.

Perform the following duties expected of a Deposit Operations Specialist III including but not limited to:

Review all IRA paperwork to ensure proper completion of forms and correct transaction coding.

Daily review all IRA reports to resolve any errors/ issues to ensure proper administration of the Bank's IRA program.

Ensure the timely delivery of all applicable IRA notices and statements to the customers (i.e. RMD notices and Fair Market Value statements).

Process, log and execute attachment orders including but not limited to placing holds on customer accounts, customer notification, distributing funds and acting as a liaison with the attorneys and/or governmental agencies.

Process and submit federal withholding payments to the Internal Revenue Service (IRS).

Prepare form 945 for federal backup withholding tax payments for submission to the IRS.

Process merchant revenue share report; tabulate by branch and credit applicable branch G/L.

Validate the production of customer statements (paper and electronic) and notices by third party vendor.

Board new ACH Originators on Business Online Banking and manage ACH origination relationships with business customers.

Board new and manage existing business online banking customers.

Board new Remote Deposit Capture customers on Business Online Banking and assist in managing Remote Deposit Capture relationships

Workflow supervision - Assist with assigning departmental tasks on a rotational basis.

Perform all tax form corrections through End of Year (EOY) module to ensure proper tax reporting to the customer and IRS.

Work collaboratively within department and with other departments to ensure efficient communication and workflow to reach desirable outcomes for all involved.

Provide leadership, training and technical guidance to lower level specialists and new employees. Assist in the training of all branch personnel on IRA accounts (i.e. rules to open account, processing of paperwork and transactions) and wires. New employee training on overview of Deposit Operations functions and use of Director.

Cooperate with, participate in, have a working knowledge of and support the adherence to all internal policies, procedures, practices and annual training in support of risk management and overall safety and soundness, including but not limited to BSA, AML, UCC, Regulation CC, E, J, IRA Rules, New York EIPA and CPLR and applicable Federal rules pertaining to attachment orders.

Communicate pertinent information to the department supervisor as requested, needed or directed; compile and organization information for reporting purposes as necessary or as directed and provide report(s) to appropriate Bank personnel.

Assist supervisor with various administrative tasks to support department/unit operations, as directed; may also be assigned special projects.

This position requires at least 3 years experience working in a bank environment.

Strong customer relations, interpersonal skills, accuracy, reliability, flexibility, professional etiquette, the ability to prioritize multiple tasks and strong time management skills. Ability to investigate a problem and find the ideal solution in a timely, efficient manner. Maintain a professional attitude to both internal and external customers., proficiency in reading, writing and basic business knowledge. Proficient in Microsoft Office including: Outlook, Word, and Excel applications. Team player with proven ability to work cooperatively and independently. Employee should be able to perform work satisfactorily after six (6) months of on-the-job training.

PI