Job Summary:

We are seeking a reliable and detail-oriented Full-Time Operations/Bookkeeper to support daily deposit operations and ensure smooth customer transactions. The ideal candidate will have a strong background in banking and financial services, with experience working with Fiserv while assisting the head cashier with financial procedures and reporting. As an Operations/Bookkeeper, you will play a crucial role in assisting clients with their financial needs, providing exceptional customer service, and ensuring that areas of responsibility comply with overall operating policies and procedures.

Key Responsibilities:

• Assist clients with various banking transactions, including deposits, withdrawals, and account inquiries.
• Evaluate and process day-to-day operations such as proof and item processing
• Ensures that deposits and teller items balance
• Provide guidance to clients regarding ACH and wires options and financial products tailored to their needs.
• Maintain accurate records of transactions and client interactions using financial software.
• Collaborate with other banking professionals to enhance customer experience.
• Conduct basic math calculations to ensure accuracy in daily transactions.
• Utilize 10 key typing skills for efficient data entry and record management.
• Support the head cashier in end-of-day cash reconciliation and reporting
• Monitor for and report suspicious activity or errors in transactions
• Collaborate with team members to improve customer service and workflow
• Follow company policies and procedures regarding cash handling and customer interaction

Requirements:

• Proven experience in banking or financial services is preferred.
• Proven experience with Fiserv
• High school diploma or equivalent
• Strong mathematical skills with the ability to perform accurate calculations and attention to detail
• Proficiency in financial software applications to manage client accounts effectively.
• Strong communication and interpersonal skills
• Ability to handle transactions quickly and accurately
• Attention to detail and strong organizational abilities to manage multiple tasks efficiently.
• Trustworthy and dependable
• Previous experience as an Operations/Bookkeeper is a plus but not mandatory. If you are passionate about helping clients achieve their financial goals and possess the necessary skills, we encourage you to apply for this exciting opportunity as an Operations/Bookkeeper