Job Description:
Burke & Herbert Bank & Trust

Summary/Objective

Under close supervision, performs a variety of operational functions in support of departmental and Bank goals and objectives.

Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Performs account and CIF maintenance on new and existing deposit accounts, time deposit accounts, safe deposit boxes and customer information files.
2. Process IRA transfer requests.
3. Responsible for daily and monthly rotational duties.
4. Set up and verify IRA customer’s monthly required minimum distributions.
5. Verifies and mails CD interest and IRA distribution checks.
6. Prepares and mails daily CD/IRA notices.
7. Process and respond to CRM-360View and Banno requests.
8. Responsible for tracking and reporting errors using different software and resources.
9. Works closely with the Deposit Services coordinator to provide information on various reports.
10. Image and index all documents received throughout the branch network using Synergy.
11. Answer telephone calls and respond to emails in a timely manner.
12. Initiates customer outreach.

Other Duties

1. Responsible for complying with department procedures as documented within the BSA Compliance Program Operating Manual.
2. Responds on a timely basis to information requests received from BSA Officer.
3. Responsible for attending BSA related training sessions, as appropriate and directed by the BSA Officer.
4. Perform other duties as assigned.

Skills/Abilities

1. Knowledge of the Bank’s products and services, account titling standards and documentation requirements.
2. Strong organization and attention to detail.
3. Good oral and written communication skills with emphasis on telephone and email communications.
4. Proficient in the use of all types of standard office equipment.
5. Proficient in the use of Microsoft Office with strong data entry skills.
6. Ability to become proficient with a variety of software/applications and/or systems.
7. Ability to work effectively as part of a team.
8. Ability to multi-task and meet deadlines.
   

Supervisory Responsibility

This position has no supervisory responsibilities.

Salary Grade = 3

Work Environment

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. Office environment with job duties conducted via telephone, face-to-face meetings, and on the computer.

Physical Demands

This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.

Travel

Travel may be required for this position.

Education and Experience

1. High school diploma or equivalent required.
2. Prefer one to two years banking related experience or training.

Equal Employment Opportunity/M/F/disability/protected veteran status.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

This employer is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.

PI240469846

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