Accounts Specialist

Ozarks Federal Savings and Loan has been serving customers since 1930. Today we remain as a community bank that is dedicated to our customers, employees, and the communities that we serve. If you are looking for a rewarding career with opportunities for growth, great benefits, and great teammates then we want to hear from you. Ozarks Federal employees have the pleasure of working in a professional and positive environment while providing exemplary service to our customers, who are also our owners.

Work Context

Physical Requirements

• Spend Time Making Repetitive Motions
• Long Periods of Sitting or Standing Can Occur
• Lifting up to 20 pounds

Communication

• Contact With Others
• Electronic Mail
• Face-to-Face Discussions
• Letters and Memos
• Telephone

Role Relationships

• Work with work group or team
• Work with internal employees and external customers, clients, vendors

Work Setting

• Indoors
• Moderate noise level

Job Requirements:

• High school diploma; Six months to one year of experience working in a financial institution or retail environment is preferred.
• Strong interpersonal and customer service skills.
• Strong analytical, organizational, and problem-solving skills.
• Ability to assess business and customer needs and implement successful solutions using creativity, innovation, and judgment.

Job Functions:

• Interview customers to obtain information needed for opening accounts, certificates of deposit, savings and checking accounts, IRA’s, Christmas club accounts.
• Open new checking, savings, CD’s, and IRA accounts.
• Answer customers' questions, and explain available services.
• Issue stop-payments when requested with required documentation.
• Close accounts upon customer request.
• Compile information about new accounts, enter account information into computers, and file and/or scan related forms or other documents.
• Refer customers to appropriate bank personnel to meet their financial needs.
• Provide customer service by answering questions, providing requested information, assisting customers with on-line banking or mobile app issues, and ordering checks and debit cards.
• Asist customers with debit card disputes and upload disputes into the system.
• Contact customers in regards to debit card transactions reported to CaseTracker.
• Send and approve wires for customers.
• CIP profile.
• Redeem US savings bonds.
• Keep inventory and stock of starter kits for new accounts.
• Remove all signature cards from files of closed accounts for proper storage in the vault.
• Perform file maintenance such as name, address and phone number changes, as well as activating dormant accounts.
• Compile yearly report of abandoned funds for the Savings Director to report.
• Process returned mail.
• Monitors weekly report on CDs coming due so that customers may be notified of the upcoming event.
• Investigate and correct errors upon customers' request, according to customer and bank records.
• Execute wire transfers of funds.
• Set-up ACH payments for loans to auto-pay.
• Assist Director of Savings with any special projects.