Deposit Operations Specialist - Research / Adjustment

Position Details

This position exists to categorize an experienced processor in Deposit Operations who is responsible for functions within any of the following areas including ACH, Wire Transfer, Bookkeeping, Account Services, Commercial Analysis, Unclaimed Property, Electronic Banking, Reconciliations, Resolution, Research or IRA processing. Duties may include responsibilities of an experienced employee in any of the above areas or advanced knowledge in one or more areas.

Achieve Your Goals

• ACH: Perform multiple functions such as: originating and receiving ACH files, ACH Disputes, Balancing and handling escalated and more complex ACH issues and transactions.
• Wire Transfer: Perform multiple functions such as: creating and reviewing outgoing wire instructions through multiple channels, monitor and review incoming wires, balancing, wire investigations and provide support and information to internal and external customers on routine matters.
• Account Services: Perform multiple functions such as: Account maintenance, CIF maintenance, Missing TIN monitoring, Excessive Money Market/Savings monitoring and branch assistance.
• Bookkeeping: Perform multiple functions such as: Chargebacks, non-post items, Stop Payments, Posting Transfer Request processing and balancing.
• IRA Processing: Performs all functions related to IRA processing including IRS tax forms corrections, Required Minimum Distributions and all First Form IRA distribution forms. Receive phone calls from internal and external clients regarding a wide variety of IRA RMD and Federal Withholding questions as well as problems or requests that pertain to IRA functions performed by Account Services.
• XAA Processing: Maintain Commercial Account Analysis software with customer information provided from requests submitted to the First Forms database. Requires accurate interpretation of all requests and accurate entry into the software. Also includes balancing, running and updating queries and complete all monthly reposting of charges and volumes.
• Unclaimed Property: Performs all functions related to property that needs to be escheated based on state requirements.
• Cash Orders: Validate Brinks cash orders for branches and ATMs
• Electronic Banking: Process Reg E Debit Card claims and research Gift Card fulfillment ACD and email support and service to branches and CCC
• Research/Adjustments: Process check adjustments Process research requests Process verifications of deposits and loans Positive Pay scrub Reconciliations/Resolution Reconcile 100+ general ledger and DDA accounts daily

Qualifications, Competencies And Skills

• High school diploma or general education degree (GED); two years related experience and/or training preferred; or equivalent combination of education and experience.
• In house experience of two years or more in any of the areas mentioned above or advanced knowledge in one or more areas is preferred.
• PC proficiency in Word and Excel; 10-key by touch' is preferred.
• Ability to effectively present information in one-on-one to customers, clients, and other employees of the organization.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to compute rate, ratio, and percent.
• Ability to carry out detailed but uninvolved written or oral instructions.
• Multi-lingual, a plus.
• U.S. Military Veterans are encouraged to apply.

About Us

Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.

Diversity

Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.

Equal Opportunity/Affirmative Action Employer

First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.

San Francisco Based Position

Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.

Hybrid Work Environment

At First Bank, we embrace a hybrid work environment which allows employees to work at an alternative location depending upon the needs of their job and team. The in-office days are designed to inspire increased collaboration, development, productivity, and quick decision making. Hybrid schedules should include at least two full days in the office with more or all in-office days expected of our client facing teams and the groups that support them in the business.