Maintain the integrity and quality of CD's, IRA's, HSA's and Club accounts through processing requests for CD renewals, rate requests, transfer requests and other miscellaneous updates provided from the Financial Solution Centers. Knowledge of CD and IRA products is preferred.
Essential Job Responsibilities__________________________________
1. Review and analyze daily Time Deposit and HSA Reports for processing accuracy.
2. Daily verification of rate input to prevent client impact from incorrect rate maintenance.
3. Maintain CD, IRA, HSA and Club accounts per departmental procedures and within IRS Regulations.
4. Researching various system and input problems.
5. Participate in various year-round system testing and upgrades.
6. Complies with regulations and laws relating to the function of the position.
7. Responds to inquiries relating to his/her particular area, or to the requests from customers, other bank personnel, etc., within given time frames and within established policy.
8. Supports the organization’s commitment to ongoing quality service enhancement by participating in multi-disciplined guidance and project teams, as appropriate.
9. Abides by current laws and organizational policies and procedures designed and implemented to promote an environment, which is free of harassment and other forms of illegal discriminatory behavior in the workplace.
10. Conducts all business affairs, both personally and as a representative of the organization according to the high ethical and professional standards established by FCFC and the banking affiliate Board of Directors, and according to the approved Conflict of Interest/Business Ethics Policy.
11. Cooperates with, participates in, and supports adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness.
12. Cooperates with, participates in, and supports the company’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Equal Credit Opportunity Act, etc.
13. Assumes responsibility for assisting in his/her professional development; adheres to the guidelines and targets established within his/her Performance Assessments.
14. Coordinates specific work tasks with other personnel within the unit or department as well as with other units and departments in order to insure the smooth and efficient flow of information.
15. Other job-related duties as assigned or directed.
Bona Fide Occupational Qualifications___________________________
1. High school diploma or equivalent required. Experience in Accounting or related field is preferred
2. Above average analytical ability.
3. Proficient reading, writing, and grammar skills; proficient analytical and mathematical skills; proficient communicative and interpersonal relations skills.
4. Ability to comply with established budgets and operate within budgetary constraints.
5. May be eligible for Telecommuting.
We know why we’re here: to put you first. We do it by building long-term relationships with our customers and our employees. By reaching out to the communities we live and work in. By listening and helping to find the best solutions to get you to your financial goals.
Our success is built on creating an authentic community banking experience, delivered by caring and talented employees. Each team member is valued for the ideas they bring to the table, knowing we make stronger business decisions through the diversity of our workforce. We are committed to developing thoughtful leaders who want to make a difference in the places we live and work through careers in banking.
Member FDIC
FCB NMLS # 479240
