Job Description
Provides assistance in a variety of Operational Administrative areas as needed and contributes to a positive and professional working environment.Serves as back-up branch support regarding products, services, and procedures.Assists Central Operations staff by preparing and typing correspondence, researching and gathering information for levies, garnishments, completing daily report reviews for exceptions, monitoring ODP Admin daily tasks, Online Account Opening Administration tasks, and assisting in the timely completion of internal and external audits.Works closely with Central Operations staff to achieve department goals and objectives.Principal Responsibilities:General:Provide customer service, both internal and external, in accordance with the CARE Program.Identify self to branch or individual.Interact with all individuals in a friendly and professional manner.Answer telephone promptly, following established Bank Telephone Courtesy Standards.Project a positive and professional image through dress, appearance, conduct and an orderly work area.Maintain strict confidentiality of all customer records, accounts and transactions.Specific:Complete and file branch monitoring reports as assigned.Complete daily Canadian currency and check exchange rate system changes.Completing levy and garnishment account research as assigned.Federal Benefit Payment Reclamations.Inactive/Dormant Account Tracking and Monitoring for all deposit applications (Checking, Savings, Certificates of Deposit, and IRA's Horizon XE Teller File Maintenance Report Review.Horizon Teller Drawer setup and maintenance Assist with the completion of daily ODP Admin tasks.Assist with the monitoring and administration of the Bank's Online Account Opening platform.Daily interest withholding remittance payments to both Oregon and IRS.Timely completion of all assigned Monthly, Quarterly, Semi-Annual, and Annual Certifications and Reconciliations Other responsibilities as assigned.Compliance and Internal Controls:All employees are accountable for compliance with all laws, regulations and adherence to established internal controls and procedures when performing their job duties.Each employee is expected to be familiar with the legal and regulatory requirements and internal controls affecting his or her job responsibilities.It is the affirmative duty of each employee to carry out these responsibilities at all times in a manner that complies with all applicable legal and regulatory requirements and internal controls.All employees shall be responsible for communicating upward, problems in operations, noncompliance with the code of conduct, or other policy violations or illegal actions.Employees must participate in required training on pertinent compliance laws and regulations as required by the Bank of the Pacific.All employees will be committed to maintaining a high level of compliance with the Bank Secrecy Act and Anti Money Laundering, USA PATRIOT Act and Financial Recordkeeping regulations recognizing that all three acts are important tools in federal efforts to combat organized crime, terrorism and drug trafficking.Education / Experience:High School diploma or equivalent.Demonstrated interest and ability to be self-sufficient and self-motivated.General understanding of the bank policies, procedures and compliance Skills / Knowledge / Abilities:Computer Skills Working knowledge of Micro-Soft Office 10-key calculator Type 40 wpm Excellent customer relations skills Excellent interpersonal relations skills Effective oral communication and writing skills Sound reasoning and judgment Resourceful; good follow through Ability to perform independently with minimal supervision Working Conditions / Environment / Potential Hazards:While performing the duties of this job the employee regularly works in general office setting with a controlled climate.Work involves being able to concentrate on the matter at hand, sometimes managing distracting work conditions and frequent employee and customer contacts and interruptions during the day.Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work additional hours as needed.Physical Requirements:The employee is frequently required to stand, walk, type, and speak with internal and external customers for extended periods of time.Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, kneeling or crouching to file materials.Work may involve the constant use of computer screens.Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, fax machine, and other office equipment including those related to completing banking services in the branches.Work requires dexterity of hands and fingers with repetitive wrist and hand motion.Occasional lifting 20 lbs (i.e., deposit bags, money trays, loan files, boxes) Our Mission is simple, to be the best Bank for our employees, customers, investors and community.At Bank of t