Deposit Operations Representative Resume Samples

A Deposit Operations Representative is responsible for performing duties that support the deposit operations functions and coordinating work within the unit or department. The job duties commonly listed on the Deposit Operations Representative Resume are – providing guidance and on-the-job training to other deposit operations representatives, assisting the supervisor with administrative tasks, performing processing tasks, responding to inquiries relating to a particular area or requests from customers; verifying data before and after bank mergers; performing various edits and maintenance on deposit accounts on the systems, and assisting the supervisor with various administrative tasks to support department and unit operations.

Employers seek applicants with the following skills and abilities – excellent communication skills, strong organizational, analytical, and interpersonal skills; the ability to work and multitask in a fast-paced environment, the ability to use general office equipment, and the ability to use a personal computer and job-related software. A degree is commonplace among job applicants.

Deposit Operations Representative Resume example

Deposit Operations Representative Resume

Headline : A strong business aptitude and possess twenty one years of experience in Banking Operations. I am flexible, able to learn new tasks, and adapt to new situations promptly; as well as good computer and organization skills.

Skills : Communication Skills, Operational Skills.

Description :

    1. Downloaded and saved reports.
    2. Processed of In fact reports.
    3. Traveled notifications.
    4. Returned cards.
    5. Maintained and updated customers, IRA, Money Market, and Trust Accounts.
    6. Performed multiple processing tasks such as non-posts, stop payments, verifications, return items, Overdraft Services, editing, maintenance, end of year reporting research, NSF decisioning and monitoring, charge off processing, CD/IRA processing and various other functions as assigned.
    7. Responded to inquiries relating to his or her particular area or to requests from customers and other Bank personnel within given time frames and within established policy.
                  Years of Experience
                  Experience
                  5-7 Years
                  Experience Level
                  Level
                  Junior
                  Education
                  Education
                  B.S. In Journalism


                  Deposit Operations Representative Resume

                  Headline : Dedicated employee for more than two years in the fulfillment industry. Excellent at delivering a high-quality customer service experience.

                  Skills : Troubleshooting, Time Management, Critical Thinking, Judgement And Decicsion Makin, Desktop Instillation, Monitoring Service Orientation, Social Perceptiveness.

                  Description :

                    1. Distributed incoming mail into the correct boxes.
                    2. Operated various types of equipment, such as computer scanning equipment, coders, extractors, and weight counters.
                    3. Cleared jams and sorting equipment.
                    4. Trained new employees on deposit operation processes.
                    5. Effectively communicated with I.T and programmers to resolve problems in a timely manner.
                    6. Managed project deadlines and monitor deadlines through competition stage.
                    7. Contacted customers about their interest checks and/or accounts if they request some feedback or have any questions.
                  Years of Experience
                  Experience
                  5-7 Years
                  Experience Level
                  Level
                  Executive
                  Education
                  Education
                  GED


                  Deposit Operations Representative Resume

                  Objective : Deposit Operations Representative 5 years of experience in construction, accounting firm, healthcare, and other industries. Experienced also includes accountability for the processing of up to 2,000 invoices per month.

                  Skills : Microsoft Outlook Lotus Software 6.0, CHCS, TPOCS, UB04 And 1500 Forms, EPremis, ICD-9-CM Diagnosis, Codes CIPS QS1, Quickbooks, Bookkeeping, Deltek GCS, Deltek Costpoint, StarBuilder, Yardi, Capture.

                  Description :

                    1. Rendered statements of customer accounts, researching projects and requests.
                    2. Acted as a point of resource and reference for Customer Care Representatives regarding customer inquiries, and served as back-up support for image processing and wire transfers.
                    3. Maintained deposit accounts (TD rollover changes, early withdrawals, account closing), perform authentication process and handle OFAC Processing.
                    4. Closed accounts and issued Official Checks upon request.
                    5. Generated the interest checks and reviewing with register faxes from the Treasury Department to ensure continuity of information.
                    6. Handled Return Item Processing including incoming and outgoing cash letters, as well as Exception Item Processing including Stop Payment, Signature and Endorsement review.
                    7. Produced Certificate of Deposit and Signature Cards for customers.
                  Years of Experience
                  Experience
                  2-5 Years
                  Experience Level
                  Level
                  Executive
                  Education
                  Education
                  BS

                  Deposit Operations Representative Resume

                  Headline : Deposit Operations Representative for Pilot Flying J for the past three years. I enjoy the fast-paced and team oriented work environment. I possess the leadership qualities to inspire my team to perform at a high level.

                  Skills : Microsoft Office, Adobe Creative Cloud.

                  Description :

                    1. Responsible for the timely and accurate processing of operations in the Deposit Operation Center.
                    2. Included inputting, correcting and reviewing new and updated information.
                    3. Maintained a working knowledge of all clerk operations within the department.
                    4. Retrieved, researched and maintained new or updated information/records for the Deposit operation Center.
                    5. Identified and corrected erroneous or incomplete information and records to maintain quality and compliant processing.
                    6. Reported verbally and in writing with customers, branches, department personnel, teammates, other financial institutions and Attorneys.
                    7. Researched client accounts statements, photocopies of checks.
                  Years of Experience
                  Experience
                  5-7 Years
                  Experience Level
                  Level
                  Executive
                  Education
                  Education
                  B.S. In Journalism

                  Deposit Operations Representative Resume

                  Summary : Qualified Deposit Operations Representative professional with more than 16 years of experience in customer service. Strong written and oral communication skills and extensive knowledge and skills managing IRA portfolio and banking products and able to adapt to any other type of product. Ability Summary Fully bilingual, English, Spanish. Proven record of outstanding customer satisfaction. Ability to plan, organize and prioritized work. Microsoft Office knowledge (Word, Power Point, Excel, Publisher and Outlook).

                  Skills : MS office, Planning Skills.

                  Description :

                    1. Communicated and ensured that IRS and bank policies, procedures, and regulations relative to processing retirement accounts are administrated within proper compliance.
                    2. Trained and supported branch personal and maintenance all retirement accounts interest adjustments and data entries for all regions.
                    3. Reviewed and identified any irregularities on new accounts and provide feedback to branch administration officers and regional managers to reduce errors.
                    4. Supported marketing campaign and product launches and keep track of regional approvals.
                    5. Supported, created and maintained logs of missing documentation and incorrect coding to be use for identifying training needs at branch level.
                    6. Prepared transactions for retirement account transfers, distributions and contributions by applying knowledge and understanding of procedures and techniques while verifying the reports such as 5498, 1099R and escheat notices in other to minimize bank errors reported to the IRS.
                    7. Revised the retirement accounts of the acquisitions for California former Quaker City Bank, Investors New Jersey and South Florida former Kislak Bank to ensure compliance.
                  Years of Experience
                  Experience
                  10+ Years
                  Experience Level
                  Level
                  Senior
                  Education
                  Education
                  MS

                  Deposit Operations Representative Resume

                  Objective : As a Deposit Operations Representative, responsible for Cooperating with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.

                  Skills : Microsoft Powerpoint, Adobe Creative Suite.

                  Description :

                    1. Assisted customers with general account information or routine discrepancies.
                    2. Process stop payments, apply charges and prepare daily reports.
                    3. Distributed and processed incoming and outgoing mail.
                    4. Corrected misread and missing items.
                    5. Processed and activated computer entries for stop payments, computer holds and charge customers' accounts.
                    6. Prepared and balanced checks on other bank charge backs to customers.
                    7. Performed research and reports for date of death balances for Attorneys.
                  Years of Experience
                  Experience
                  2-5 Years
                  Experience Level
                  Level
                  Executive
                  Education
                  Education
                  G.E.D

                  Deposit Operations Representative Resume

                  Objective : To obtain a Deposit Operations Representative position in a business setting where my analytical, customer service and inter-personal skills are utilized to the fullest.

                  Skills : Microsoft Office, Event Planning.

                  Description :

                    1. Researched all pending and completed automatic clearing house transactions.
                    2. Performed corrections for any misapplied transactions.
                    3. Placed travel flags and any maintenance such as changing product pricing, profile update, online log in guidance.
                    4. Reviewed accounts for any possible fraudulent activity.
                    5. Determined the best method to avoid risk for the bank by following procedure steps.
                    6. Educated our customers of any terms and conditions of each account they hold and how to understand them.
                    7. Offered solutions and give best guidance going forward.
                  Years of Experience
                  Experience
                  2-5 Years
                  Experience Level
                  Level
                  Junior
                  Education
                  Education
                  MS

                  Deposit Operations Representative Resume

                  Headline : Deposit Operations Representative with over fifteen years of lending and banking experience, including compliance, customer service, training, improving productivity and achieving higher audit reviews for financial institutions.

                  Skills : Microsoft, Customer Service, Communication, Detail Oriented, Data Entry.

                  Description :

                    1. Used Microsoft Word, Excel, Internet, e-mail and phone systems to complete daily tasks Completed attorney and customer requests for detailed listings of account(s) for deceased customers Researched and uploaded customer files to the Pennsylvania Department of Revenue for inheritance tax reporting purposes.
                    2. Responded to attorney judgment requests by researching and placing holds on customer's accounts where appropriate.
                    3. Worked with branches to provide customers with the account information they desire; i.e. bank statements, copies of checks.
                    4. Politely answered phones and transferred calls to the appropriate person or department.
                    5. Assisted in various parts of the department as needed.
                    6. Create, analyze, and import Non-Post reports from Director into Excel.
                    7. Printed reports, tracked daily totals, and communicated via E-Mail.
                  Years of Experience
                  Experience
                  5-7 Years
                  Experience Level
                  Level
                  Executive
                  Education
                  Education
                  GED

                  Deposit Operations Representative Resume

                  Summary : As a Deposit Operations Representative, responsible for Reporting pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate Bank personnel.

                  Skills : Exceptional presentation and training, Education Training curriculum development, planning delivery, Proficient in Microsoft Word, PowerPoint, Excel, Project, Visio, and SharePoint site development and management, Data analysis and reporting, Team building, and management.

                  Description :

                    1. Researched transactions from Block 97 & 98 Trained employees on various daily duties as well as special projects Created procedures and trained employees for Nautili's.
                    2. Served branches, various departments and customers in a friendly and courteous manner providing the highest level of customer service.
                    3. Verified data before and after Bank mergers/Bank initiated projects and assists with other tasks concerning mergers/projects as assigned.
                    4. Performed various edits and/or maintenance on deposit accounts on the system and uses system maintenance reports to verify that edits and/or maintenance was done correctly.
                    5. Assisted in the end-of-year tax reporting tasks by entering corrections and maintaining files and other duties related to the end-of-year project.
                    6. Assisted the immediate supervisor with various administrative tasks to support department and unit operations, as directed.
                    7. Performed multiple tasks, duties and jobs throughout the division, department or unit in a way that permits the Deposit Operations Representative to be assigned to various activities depending upon the characteristics and volume of the work.
                  Years of Experience
                  Experience
                  7-10 Years
                  Experience Level
                  Level
                  Management
                  Education
                  Education
                  MA

                  Deposit Operations Representative Resume

                  Summary : To establish a long-term career in a company where I may utilize my Deposit Operations Representative professional skills and knowledge to be an effective Associate Program Manager and inspiration to those around me.

                  Skills : Team Work, Researching Skills.

                  Description :

                    1. Researched deposit account information; process inquiries from customer service personnel and other Bank departments as well as legal inquiries as directed by the Operations Manager.
                    2. Provided support to internal and external customers who call the department.
                    3. Coordinated specific work tasks with other personnel within the department as well as with other departments to ensure the smooth and efficient flow of information.
                    4. Handled various aspects of Bank deposit accounts, e.g., DDA, savings, certificates of deposit, IRAs, etc., verified information, and makes certain that accounts are properly established to ensure accurate record keeping.
                    5. Balanced and reconciled various deposit accounts, researches problems, and makes correcting entries.
                    6. Scanned documents relating to deposit accounts, consistent with established procedures.
                    7. Abided by the current laws and organizational policies and procedures designed and implemented to promote an environment that is free of harassment and other forms of illegal discriminatory behavior in the workplace.
                                      Years of Experience
                                      Experience
                                      7-10 Years
                                      Experience Level
                                      Level
                                      Management
                                      Education
                                      Education
                                      MS