What are the responsibilities and job description for the Operations Support position at Ampcus, Inc?
Deposit production support:
Review deposit opening document package to ensure accuracy
Review booked loans and deposit accounts to ensure the acct is boarded to the core system correctly.
Review daily maintenance report and ensure backup documents are obtained/archived.
Review daily posted transaction to ensure accurate posting.
Review Excessive Activity Report monthly to ensure the proper notice was sent to the customer.
Wire transaction posting
Review non-post item report daily to ensure all items were accurately resolved.
Review/ensure all deposit documents are archived correctly.
Review dormancy acct report, work with Sales team to update the status.
Update deposit rates weekly, publish rate sheets to the bank website.
Support Annual Privacy mailing activities.
Support Year End reporting activities.
CRM System Data Maintenance & reporting
Enter booked/closed account data to Salesforce daily.
Keep pipeline data up to date in Salesforce.
Maintain dealership, sales rep territory data current.
Generate monthly sales reports and ad hoc reports from Salesforce
Generate monthly credit card report
Distribute pay off lead report to Sales Dept weekly.
Distribute deposit acct dormancy report monthly.
Generate weekly surveys to new customers.
Customer facing system monitoring
Monitor online banking backend system and address customer inquiries and processes.
Monitor online deposit application system to ensure all applications are processed.
Sales Support/Client Service
Answer deposit/loan inquiries received via email from Team Members.
Act as a backup of Sales/Client service functions such as taking calls, responding to various requests as needed.
Audit/Project Support
Provide data and documents as requested.
Requirements:
Must Haves:
Must be detail oriented.
Must have reliability, consistent work attendance record.
Experience in Salefoce.com CRM system.
Knowledge in deposit product (opening, servicing).
Two to three years of deposit banking experience.
MS Office product knowledge.
Preferred/ Nice-to-haves:
Experience in Client Premier core system.
Ampcus is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identify, national origin, age, protected veterans or individuals with disabilities.
