Susan Lebowitz

Reviews and corrects proof errors; adjusts customer accounts and internal DDA or GL accounts. Identifies and corrects out of balance transactions on cash reconciliation sheets. Responds to department phone calls and emails; Assists branches in locating and correcting outages. Reviews and works daily cash management reports. Work towards becoming cross trained on all tasks within the Cash Balancing and POD Department Files and scans documents for monthly and yearly audit. Assists in special projects for banking operations including but not limited to entering drilled safe deposit box contents into UPE; Data quality review and combining and updating information on client accounts on IBS and enrolling clients in required packages. Researches and processes incoming adjustments through FED and Viewpoint and. Reconcile general ledgers and upload to GRL for accounting and audit purposes.

• Responsible for providing operational and direct administrative support to the Branch Manager
• Maintain and grow branch clientele through cross and upselling of financial products
• Facilitate, diffuse, and resolve any client questions or complaints
• Support teller services, perform daily ATM cash balancing, back up New Accounts, as well as maintain cash vault and responsible for safe deposit box audits and drilling for branch
• Onboard and train new tellers, ensure branch regulations and procedures are compliant with federal regulations, bank policies and loss prevention
• Provide daily, weekly, and monthly branch reporting used in internal audits