Business & Government Deposit Services Specialist (FT)
- Assist Cash Management customers and bank personnel via phone and email. Adheres to established Westfield Bank customer service standards.
- Identify and refer sales opportunities to the BGDS Sales Officers.
- Serves as first line of defense, identifies risk and potential fraud. Attention to detail important.
- Assist Bank Security Officer with account compromises.
- Identify customer attrition.
- Prepares and reviews service agreements for accuracy. Establish selected services per the agreements; including Online Cash Manager, Remote Deposit Capture, Wire Transfers, Sweeps and ZBA services.
- Assist customers with system setup and training for ACH and Wire Transfer processing, including ongoing customer support.
- Set up customers within Positive Pay, provides training and ongoing customer support. Reviews Positive Pay exception decisions daily; submit returns and corrections to Operations and process adjustments as necessary. Downloads Positive Pay Exception and Payee Match reports monthly.
- Provides Remote Deposit Capture customers with onsite and remote scanner installation and training, including ongoing customer support.
- Responsible for tracking Cash Management services; including activity and limits for audit purposes.
- Prepare documents for and establish ICS and CDARS accounts. Processes renewals and transactions. Enrolls IntraFi customers within the IntraFi Depositor Control Panel.
- Responsible for the billing and assessment of monthly charges for all Cash Management services.
- Reviews and processes all Business Online Banking enrollments daily.
- Reviews, processes and sends notifications of NOC and returns for Online Cash Manager ACH originators daily.
- Supports Business & Government Deposit Services sales team and Commercial Lending with requests for new opening accounts, maintenance and service charge refunds.
- Scans, indexes, and reviews Business & Government Deposit Services Department documents in OnBase.
- Communicate with the Bank’s service providers: Core, RDC, and Positive Pay, etc.
- Submits monthly Political Campaign account activity reporting to the Office of Campaign and Political Finance.
- Provides support with projects for the Business and Government Deposit Services department.
- Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
- Must adhere to all bank and regulatory policies and procedures specific to position.
- Performs additional duties as requested.
- Customer Relations
- Decision-Making/Judgment
- Dependability
- Job Knowledge
- Productivity
- Quality
- High School Diploma or G.E.D. required.
- Knowledge and use of computers; MS Word and Excel.
- Vast knowledge of business products and services.
- Superior customer service skills.
- Ability to multi-task with excellent organizational skills.
Recommended Jobs
Executive Assistant
Executive Assistant At Editas Medicine, we are pioneering the possible. Our mission and commitment is to translate the power and potential of the CRISPR/Cas12a and CRISPR/Cas9 genome editing syste…
Senior Business Development Manager - Utility and OEMs
Powertech is a cleantech company with the mission of being a trusted innovation partner providing solutions, specialized testing, and technical expertise for a safe and sustainable global energy futur…
Regional Sales Manager, Enterprise (Auth0)
Get to know Okta Okta is The World’s Identity Company. We free everyone to safely use any technology, anywhere, on any device or app. Our flexible and neutral products, Okta Platform and Auth0 Pla…
Executive Assistant
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today a…
Counsel, Oliver Wyman and Marsh Management Consulting
Company: Marsh Corporate Description: Under general supervision, Counsel, Oliver Wyman and Marsh Management Consulting (OW) is responsible for providing general advice and support on a w…
Substitute Teacher (hourly)
The Meadowbrook School of Weston, a pre-kindergarten through 8th grade school located in Weston, MA, seven miles west of Boston, is seeking substitute teachers for all grade levels for the 2024-2025 …
Mental Health Advocate - Full Time
Responsibilities HRI Hospital is seeking Full Time Mental Health Advocates! We are currently prioritizing applications for the overnight shift (11pm - 7:30am). HRI Hospital is 66-bed psychia…
Physician Liaison / Outreach Coordinator
Physician Liaison / Outreach Coordinator Position Requirement: Part-Time FLSA Status: Non-Exempt Location: Brookline , MA Join a leading clinician-led behavioral health company today! …
Pharmacy Technician I
Salary for this Position: $18.00-22.00/Hour *All Pay Rates are subject to Experience, License or Certification and Location* Edward M. Kennedy Community Health Center is one of the largest commun…
Seasonal Camp Director - Newton
Job Details Location : 2 Wells Ave, Newton, MA 02459 Pre-Season Hours : Approximately 80 hours of online training from hire to start of camp (April - June). Flexible schedule. Camp Dates :…