Operations/Card Specialist

Remote Full-time
The 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.
Ā• 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.
Ā• Verifies wires according to bank wire policy and procedures.
Ā• Completes End of Day Processing.
Ā• Sweeps and indexes daily work for review by Maintenance.
Ā• Performs maintenance on EOD scan work from all PVB branches, including stop payments, WSUDS, death notices, and miscellaneous addendums.
Ā• Runs daily maintenance queries against daily maintenance records.
Ā• Completes Federal Withholding on IRA customers twice weekly.
Ā• Monitors the CSS Maintenance Inbox.
Ā• Completes Transaction Content Manager (TCM) tasks daily.
Ā• Reviews and completes daily CC and debit card reports, including disputes, provisional credits, ATM surcharges, ISA fees, ENFACT reports, etc.
Ā• Performs daily Card maintenance from branches and posts CC payments.
Ā• Monitors the CSS Card Inbox.
Ā• Familiarizes oneself with Regulation E to identify disputes that violate or are appropriate.
Ā• Processes Zelle/Transfer Now requests as they arrive.
Ā• Works Charge Off Reports.
Ā• Completes Levies for IRS/State Levies and County Suggestions.
Ā• Updates Rate Sheets.
Ā• Maintains Electronic Banking services as requested by retail branches for basic changes, such as port changes, temporary passwords, user unlocks, etc.
Ā• Serves as backup for CSS Deposit Operations.
Ā• Assists with scanning documents into the Director Archive system during overflow periods.
Ā• May be required to support other bank activities.

Critical Skills
Ā• A professional demeanor in appearance, interpersonal relations, and work ethic.
Ā• Proficient in Excel and Microsoft Word for document production and information compilation.
Ā• Excellent verbal and written communication skills.
Ā• Diplomacy when dealing with customers and coworkers.
Ā• The ability to work independently, exercise good judgment, and take initiative.
Ā• Ability to multitask and prioritize multiple daily functions under conflicting deadlines.
Ā• Strong organizational skills.
Ā• Must possess excellent communication, customer service, and human relations skills.
Ā• Familiarity with bank products and services.
Ā• Strong attention to detail.

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