Retail Operations Specialist

PRIMARY PURPOSE OF JOB

Assists with various retail operations duties in order to offer excellent customer service to our branches and customers.

EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS

• Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals.
• Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.

ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS

• Reviews branch cash over and short daily;
• Tracks offages and reports front line operational staff disciplinary actions to Human Resources Officer when needed (due to drawer offages);
• Processes tax levies;
• Processes and researches subpoenas;
• Monitors deceased customer accounts;
• Processes check forgery claims;
• Reviews branch ATM deposits for holds;
• Tracks and monitors teller non-cash errors;
• Reviews hold mail requests for proper documentation;
• Randomly selects branch teller and vault audits;
• Reviews address change verification journals;
• Prepares monthly Reg D Notices;
• Monitors ATM dual control;
• Reports on monthly IOLTA remittance;
• Responsible for file maintenance core report review and comparison;
• Responsible for B-Notice File Processing from IRS;
• Reviews branch cash limits to determine if limits are sufficient;
• Assists branches with new account, safe deposit box, POA, Estate and trust Inquiries;
• Assists branches with Integrated Teller and balancing inquiries;
• Creates newsletters monthly for branches;
• Writes and updates procedures when needed; and,
• Other duties as assigned by the Retail Operations Officer.

KNOWLEDGE, SKILLS AND ABILITIES

• Good organizational skills;
• Excellent customer service skills;
• Good interpersonal communication and computer skills; and,
• Highly attentive to detail and able to multi-task in a fast-paced environment.

EDUCATION, TRAINING AND EXPERIENCE REQUIREMENTS

• High school diploma or equivalent                                             

CORE COMPETENCIES

Family & Trust: Southern Bank team members build relationships based on trust and mutual respect, maintain an inclusive and honest environment and uphold integrity and transparency in all interactions.

Rooted & Service: Southern Bank team members are committed to serving customers, communities and teams with purpose, professionalism, and respect, while effectively communicating and actively listening to meet their needs.

Innovation & Strength: Southern Bank team members foster collaboration and continuous improvement, encourage visionary thinking, and strive for excellence to drive the organization forward.

Adaptability: Maintaining effectiveness when experiencing major changes in work responsibilities or environment; adjusting effectively to work within new work structures, processes, requirements, or cultures.

Applied Learning: Assimilating and applying new job-related informati