questions, identify and resolve errors within WebTA.
and attendance program and the integrated payroll/personnel system (e.g., NFC).
timecard. Show them how to validate or certify their employee's timecards. Also, assist with setting up
employee's default schedule and putting in leave requests.
• Assist in maintaining accounting data, which may include balancing reports and researching discrepancies
• Participate in a project oriented development group
• Following reporting policies and procedures for day-to-day operations to ensure compliance with laws and regulations
• Assist customers
• Verified entry of data into records and accounts on a recurring basis
• Processed payments or collections transactions through auto loans, mortgage loans, home 3 Equity lines of credit, safety deposit boxes, etc.…
• Researched and resolved payment questions from customers •Assist customers with the opening and closing of checking and savings accounts
•Assist Supervisor in maintaining commercial customer relationships
• Working with customers by phone and in person explaining complex problems and finding a solution to satisfy both parties
• Analyze tax return and financial statements within the underwriting loan process using a Global, Debt to income and Debt Service Coverage Method
• Adjusted project plans as necessary while meeting objectives of other projects/acquisitions by placing the highest level of urgent work to complete first to ensure timely completion
• Perform various loan processing procedures such as loan booking, checking and filing
• Composed a written explanation containing potential solutions and recommendations to customer problems to ensure accurate customer requested research, including printing statement and check copies were completed in a timely manner
• Composed written negotiation related documents between commercial loan customers and Williamstown Bank
• Composed processes and procedures utilized by bank customers to explain the step by step directions on how to utilize Williamstown Banks online banking automated system and composed a written review of existing data, policies, procedures, and regulations regarding the existing online banking procedure
• Contact customers to notify them that check orders and/or debit cards are ready to pick up at the bank
• Assist the Commercial lender by obtaining completed loan documents and accurate customer information
• Independently composed emails or written correspondence on routine matters with customers, senior management, and peers to ensure excellent written communication
• Use automated systems to access, retrieve and generate various transaction data and reports.
• Operate, maintain, and monitor financial management systems according to established procedures and required schedules
• I have led and participated in a project using formal project management tools and techniques to ensure a new loan payment processing tool is successfully integrated into a software system
• Perform customer requested research, including printing statement and check copies
• Input, maintain and/or delete ATM and debit cards within system to ensure accurate record keeping is kept up to date following bank policies and procedures
• Experience processing routine modifications to data in an automated computer system by transferring funds between customer accounts to cover customer overdrafts as directed by bank operations
• Experience processing non-routine modifications by maintaining bank files such as signature cards and various account information
•Prepare Commercial loan collateral evaluations and calculations
• Establish customer relationships and follow up with customers, as needed
• Provide prompt, accurate, and friendly customer service
• Train new hire employees
• Use a customer-focused, needs-based review process to educate customers about policy changes, transfers and billing
• Experience processing routine modifications to data in an automated computer system by 4 inputting and retrieving the data in the computer systems to ensure customer information was accurate and complete
• Research, compile, and retrieve correspondence and determine appropriate actions to ensure excellent customer service
• Screen incoming material, documents, and mail and determine appropriate actions
• Maintain individual files and processing routine modifications to data in an automated computer system by updating information on customer accounts to ensure accurate information is entered into the computer system
• Efficient with various computer application such as Microsoft Word and Microsoft Excel
• Identify customer needs then schedule appointments accordingly
• Receive and process deposits and loan payments
• Cash checks as well as prepare cashier checks
• Receive telephone calls and e-mail communications on a daily basis
• Personally resolve a variety of inquiries/questions/complaints from disgruntled customers
• Discuss and explain technical/sensitive information with customers
• Perform all general office tasks such as typing, filing, answering telephones, and other necessary and appropriate services requested by Williamstown Bank
• Communicate ideas with individuals or groups and collaborate with management
• Experience in oral communication, such as sharing knowledge and expertise with other team members
• Assist customers with check and debit card orders.
• Balance and maintain teller cash drawer
• Balance and replenish ATM funds