Account Adjustment Specialist I

About This Role

This role provides administrative and customer service support for deposit operations bookkeeping functions, focusing on researching and processing corrections to customer accounts for Woodforest National Bank.

Responsibilities

• Answer high volume of phone calls and email requests from customers, branches, and other financial institutions
• Investigate and resolve a variety of adjustment errors such as check encoding errors, double posted checks or deposits, savings bond discrepancies, return item late claims, missing deposits, general posting errors
• Process debit and credit transactions necessary for corrections and adjustments, including entries to customer accounts and internal general ledger accounts
• Ensure all cases are resolved and comply with industry regulations and bank procedures
• Continuously work towards becoming cross trained on all department tasks

Requirements

• 1-3 years banking or financial services operations experience
• Proficiency with 10 key by touch and Microsoft Office (Excel, Word, Outlook, SharePoint, Access)
• Excellent organizational and data entry skills
• Ability to multi-task, maintain accuracy, and meet deadlines in a fast-paced, high volume environment
• Good written and verbal communications skills
• Customer service orientation with effective problem-solving abilities and strong analytical skills
• Self-starter possessing the ability to work independently while supporting a team environment
• Ability to follow directions and apply proper policies, procedures and guidelines
• Ability to work flexible hours; demonstrated good attendance and punctuality
• Strong attention to detail and high concern for data accuracy

Qualifications

• High School Diploma or equivalent required
• 1-3 years banking or financial services operations experience.

Nice to Have

• Bookkeeping or deposit operations experience

Skills

* Required skills