Job Information
NORTH SHORE BANK FSB - BROOKFIELD Deposit Operations Representative in BROOKFIELD, Wisconsin
JOB REQUIREMENTS: As The Bank of You, North Shore Bank is about helping families thrive, businesses grow and communities flourish. And it\'s our employees that make the difference. With offices located throughout eastern Wisconsin, we offer a work culture that has been recognized as a Top Workplace eleven times by the Milwaukee Journal Sentinel. As a mutual company, North Shore Bank isn\'t publicly-owned, which means when we come to work every morning, our sole focus is on providing high-touch service to our customers and employees, and supporting our local communities. Are you looking for a company that places long-term growth ahead of short-term profits? Where you can put your customers first and think creatively to solve challenges? Where respect, integrity and being true to your word are valued and rewarded? This is the place. SUMMARY: Deposit Operations Representatives support a variety of bank operational and retail staff through researching and completing deposit operation processes; and, ensuring accuracy and compliance with applicable rules, regulations, and bank best practices. ESSENTIAL DUTIES AND RESPONSIBILITIES North Shore Bank\'s Position Descriptions are intended to describe only the major functions of the job. You may be expected to perform other duties specified by your manager. Everyone is expected to contribute whatever efforts necessary to operate efficiently and effectively to insure the success of the Bank. Processes all decedent requests from the branches, including answering attorney requested decedent correspondence, accurately report interest through the IRS Data Capture System and ensure accurate and consistent responses are made on behalf of the Bank. Completes legal requests such as levies, garnishments, summons, subpoenas and citations and ensure all best practices are followed. Must have a good understanding of State Statutes, account titling/ownerships and regulations associated with these requests including those surrounding customer confidentially. Work with other Bank business units to make sure the bank is not owed money. Research of account records is included. Completes daily system changes to accounts and customer records in Customer Source/Cleartouch. Inspect all completed incoming documents supporting these changes (i.e., signature cards, POA cards, POD cards and POA legal papers, etc.) for accuracy. Receives and sorts all incoming documents and forwards to the appropriate individual or department; archives documents by scanning and indexing into Nautilus. Researches and processes returned mail in accordance with undeliverable mail process. Inspects for any signs of Red Flag issues. Processes Bank personnel... For full info follow application link. Employment selection and related decisions are made without regard to race, ethnicity, religion, gender, sexual orientation, national origin, age, disability, genetic history, marital status, military or veteran status, or any other characteristic protected by law. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/F66C4D9FCF3A46B0