Operations/Card Specialist
Posted 2025-04-24The primary role of this position is to complete next-level day-to-day tasks in Deposit Operations. The position ensures accurate and timely completion of all daily functions, prioritizing time management due to the repetition of many tasks.
? Handles customer inquiries about credit/debit cards, Zelle/TransferNow, and Electronic Banking via phone calls. Additional responsibilities may include resolving other customer issues as needed.
? Verifies wires according to bank wire policy and procedures.
? Completes End of Day Processing.
? Sweeps and indexes daily work for review by Maintenance.
? Performs maintenance on EOD scan work from all PVB branches, including stop payments, WSUDS, death notices, and miscellaneous addendums.
? Runs daily maintenance queries against daily maintenance records.
? Completes Federal Withholding on IRA customers twice weekly.
? Monitors the CSS Maintenance Inbox.
? Completes Transaction Content Manager (TCM) tasks daily.
? Reviews and completes daily CC and debit card reports, including disputes, provisional credits, ATM surcharges, ISA fees, ENFACT reports, etc.
? Performs daily Card maintenance from branches and posts CC payments.
? Monitors the CSS Card Inbox.
? Familiarizes oneself with Regulation E to identify disputes that violate or are appropriate.
? Processes Zelle/Transfer Now requests as they arrive.
? Works Charge Off Reports.
? Completes Levies for IRS/State Levies and County Suggestions.
? Updates Rate Sheets.
? Maintains Electronic Banking services as requested by retail branches for basic changes, such as port changes, temporary passwords, user unlocks, etc.
? Serves as backup for CSS Deposit Operations.
? Assists with scanning documents into the Director Archive system during overflow periods.
? May be required to support other bank activities.
Critical Skills
? A professional demeanor in appearance, interpersonal relations, and work ethic.
? Proficient in Excel and Microsoft Word for document production and information compilation.
? Excellent verbal and written communication skills.
? Diplomacy when dealing with customers and coworkers.
? The ability to work independently, exercise good judgment, and take initiative.
? Ability to multitask and prioritize multiple daily functions under conflicting deadlines.
? Strong organizational skills.
? Must possess excellent communication, customer service, and human relations skills.
? Familiarity with bank products and services.
? Strong attention to detail.
Apply Job!