Horizon Bank
Support Service Specialist
Horizon Bank, Michigan City, Indiana, us, 46361
Job OverviewWork with Operations team to ensure all client transactions are processed, in compliance with state and federal regulation and company policies and established Standard Operating Procedures (SOPs). Work within a team to ensure daily processes are completed including deposits, disbursements, balancing with our service provider, CD purchases and interest postings, etc.
Principal AccountabilitiesResponsible for daily Cash and daily Service processes. Responsible for monthly reports to monitor various payments and postings.
Represent the Bank to both internal and external customers in a courteous, professional manner in face-to-face, written and telephone communications. Accountable for adherence to compliance standards including Bank Secrecy Act (BSA), quality of documentation, timeliness and accuracy. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank's commitment to the communities we serve through involvement in local organizations and events.
Duties
Process deposits and disbursements
Monitor account balances to prevent overdrafts
Process CD purchases, redemptions and interest postings
Perform daily balancing
Compile and maintain monthly tracking reports monitoring rent and note payments
Report suspicious transactions or unusual occurrences to supervisor.
Conduct and document periodic risk reviews and run reports as needed
Perform all work in compliance with established regulations, policies, Standard Operating Procedures (SOPs), and instructions.
Maintain customer confidence and protect bank operations by keeping information private and confidential.
Participate in ongoing skill, compliance, risk management and security training as required for the position and apply knowledge in daily tasks.
Other duties as assigned.
Qualifications & Skills
High school diploma or equivalent with a minimum of 2 years' experience in banking or finance.
Knowledge of agency guidelines and industry standards as they relate to Trust Administration.
Exceptional organization, time management and follow-up skills. Excellent interpersonal skills and ability to communicate effectively with customers, bank employees and outside service providers.
Ability to follow detailed instructions and a wide range of procedures requiring sound judgement.
Ability to perform complex mathematical computations using various business machines and/or computers.
Must have proficient typing and computer skills, specifically Microsoft Word and Excel.
Core Competencies
Attention to Detail
Risk Assessment
Analytical Thinking
Time Management
Problem Solving
Physical RequirementsReasonable accommodation may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA).
Horizon Bank is a proud Equal Opportunity Employer | Disability | Veteran Employer.
Physical Demands:
Percentage of Time:
Communicate with customers, advisors and managers regarding banking transactions and issues. Able to exchange accurate information with others.
90-100%
Able to verify authenticity of financial instruments, forms, documents and signatures. Able to verify identity of customers, vendors and service providers. Able to observe actions of others to ensure safety and security of the facility.
90-100%
Constantly operate a computer and other office machinery such as calculator, copy machine, printer and telephone.
90-100%
Able to grasp, move and sort forms and papers.
90- 100%
Regularly move about the branch to access teller line, file cabinets, storage drawers and various office equipment, such as cash counters and printers.
50-75%
Occasionally position self to reach heights between floor and 6'.
Horizon Bank is a proud Equal Opportunity Employer | Disability | Veteran Employer.
#LI-DNI
Principal AccountabilitiesResponsible for daily Cash and daily Service processes. Responsible for monthly reports to monitor various payments and postings.
Represent the Bank to both internal and external customers in a courteous, professional manner in face-to-face, written and telephone communications. Accountable for adherence to compliance standards including Bank Secrecy Act (BSA), quality of documentation, timeliness and accuracy. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank's commitment to the communities we serve through involvement in local organizations and events.
Duties
Process deposits and disbursements
Monitor account balances to prevent overdrafts
Process CD purchases, redemptions and interest postings
Perform daily balancing
Compile and maintain monthly tracking reports monitoring rent and note payments
Report suspicious transactions or unusual occurrences to supervisor.
Conduct and document periodic risk reviews and run reports as needed
Perform all work in compliance with established regulations, policies, Standard Operating Procedures (SOPs), and instructions.
Maintain customer confidence and protect bank operations by keeping information private and confidential.
Participate in ongoing skill, compliance, risk management and security training as required for the position and apply knowledge in daily tasks.
Other duties as assigned.
Qualifications & Skills
High school diploma or equivalent with a minimum of 2 years' experience in banking or finance.
Knowledge of agency guidelines and industry standards as they relate to Trust Administration.
Exceptional organization, time management and follow-up skills. Excellent interpersonal skills and ability to communicate effectively with customers, bank employees and outside service providers.
Ability to follow detailed instructions and a wide range of procedures requiring sound judgement.
Ability to perform complex mathematical computations using various business machines and/or computers.
Must have proficient typing and computer skills, specifically Microsoft Word and Excel.
Core Competencies
Attention to Detail
Risk Assessment
Analytical Thinking
Time Management
Problem Solving
Physical RequirementsReasonable accommodation may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA).
Horizon Bank is a proud Equal Opportunity Employer | Disability | Veteran Employer.
Physical Demands:
Percentage of Time:
Communicate with customers, advisors and managers regarding banking transactions and issues. Able to exchange accurate information with others.
90-100%
Able to verify authenticity of financial instruments, forms, documents and signatures. Able to verify identity of customers, vendors and service providers. Able to observe actions of others to ensure safety and security of the facility.
90-100%
Constantly operate a computer and other office machinery such as calculator, copy machine, printer and telephone.
90-100%
Able to grasp, move and sort forms and papers.
90- 100%
Regularly move about the branch to access teller line, file cabinets, storage drawers and various office equipment, such as cash counters and printers.
50-75%
Occasionally position self to reach heights between floor and 6'.
Horizon Bank is a proud Equal Opportunity Employer | Disability | Veteran Employer.
#LI-DNI