Hybrid Customer Accounting Representative presso AVB Bank

Description

Position: Customer Accounting Representative

Location: Downtown Broken Arrow, OK 74012

Summary

This position is part of our team that supports all bank customer transactions. Our customer accounting team provides phone service to help our customers with a variety of transactions including online banking, fraud prevention, fraud identification, and account maintenance.

Primary Responsibilities

• Assist customers on the telephone by providing information and answering requests.
• Perform research to assist customers including statement reprints, account balancing assistance and transaction disputes
• Research and respond to properly executed summons/subpoenas
• Research and respond to properly executed garnishments/levies
• Research and respond to State of Oklahoma Asset requests
• Perform research to assist customers including statement reprints, account balancing assistance and transaction disputes
• Complete a thorough review of new deposit accounts uploaded from the Streamline Platform to Jack Henry CIF 20/20; verify that all required information was input into the system, that the information is accurate, that all required documentation was received, follows Bank policy and regulations and that no spelling or number input errors exist
• Perform file maintenance on deposit accounts including address changes, CD/IRA transaction codes, and status changes
• Monitor transactions using Verafin and report suspicious activity to BSA Officer
• Handle and process decedent accounts according to procedures

Secondary Responsibilities

• Balance and send in back-up withholding monthly
• Accept stop payment requests and input into JHA 20/20
• Check back scanned documents
• Check back file maintenance for accuracy
• Administer digital banking and assist customers with issues.
• Voice Access reports – review for unusual /suspicious activity
• CTR review/ e-file
• Mail Room/ Courier – back up
• Switchboard
• Business Manager
• Serve as back-up representative for the following processes:
• Insufficient funds transactions
• Large Item review
• CTR Review/e-file
• Process return items
• Process CDARS transactions
• Balance the WIP CD/IRA general ledger account daily
• Balance the WIP DDA/SAV general ledger account daily
• Lock Box – process transactions, provide reports to customers and prepare monthly billing statements
• Verify accuracy of CD interest checks and mail to customers
• Balance cash items
• Process foreign item cash letters
• Process oil and gas lease payments/collection
• Track return mail
• POS/ATM card set-up and maintenance including monetary investigations
• Regulation E dispute investigations
• Balance ICS
• Review various operations reports
• Other duties as assigned

Qualifications

Education and Experience

• At least two years customer service experience
• Proficiency in MS Windows and MS Office
• Basic math, reading and writing skills
• High school degree or equivalent
• Must hold a valid Oklahoma driver license

Physical Requirements

Time spent standing: Minimal

Lift (weight): Max 20 pounds Frequency: Minimal

Motion: Bend, Sit, Squat, Reach, Lift arms above head

Functional Requirements: Visual Acuity, Audio Acuity, Manual Dexterity, Speak/Read/Write English, Ability to efficiently process data, discern patterns, and recognize inconsistencies in information.

AVB Bank is an EEO employer.