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Careers

About the Position

Deposit Sales Support Associate

Location: Lexington

This position is responsible for a variety of Deposit Sales Support functions and serves as backup for positions within the department.

Essential Duties and Responsibilities (Other duties may be assigned.)
  • Researching and reconciling General Ledger accounts daily
  • Abandoned Property/Escheat processing annually
  • Customer Transaction disputes (ACH, Check Drafts, Forged Checks)
  • Reg D and other required regulatory reviews
  • IRA/HSA review account set up daily
  • Provide support to IRA Specialist
  • Reporting and making corrections to 1099’s annually
  • Ordering branch currency and foreign currency
  • Foreign check collections
  • Researching requests and adjustments from customers and Bank personnel
  • Review personal sweep set up
  • Deposit Exception Item Processing (NSF, Non-post, Chargebacks, Stop Suspect Review, Large Dollar Review)
  • Verified New Account Documentation ensuring all CIP requirements were met (Demand Deposit, Savings, CD’s, IRA’s, Safe Deposit Box)
  • Providing backup to all other Deposit Sales Support Associates

Qualifications
  • High school diploma or Equivalent and 2 years bank experience, or an equivalent combination of education and experience
  • Proficiency in using personal computers and office products (e.g., Word, Excel).Familiarity with report-writing or spreadsheet software preferred.
  • Ability to multi-task, manage competing priorities meet specific deadlines.
  • Strong problem-solving and analytical skills.Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
  • Active knowledge and practice of generally accepted accounting principles.
  • Experience with IRA/HSA accounts preferred.
  • Effective oral and written communication skills.