First Financial Corporation Indiana - Terre Haute, IN

posted 18 days ago

Full-time
Terre Haute, IN
Rental and Leasing Services

About the position

The Operations Account Generalist assists all aspects of servicing deposit accounts within the Operations department during vacations, sick days, and busy times. This role is essential for maintaining the efficiency and accuracy of account management and customer service in the banking environment.

Responsibilities

  • All aspects of checking/savings account maintenance including processing new account documentation, processing account change requests, performing QA of changes, and assisting banking center staff.
  • All aspects of customer information file maintenance including processing address change forms, return mail, lost contact activities, combined statements, performing QA of changes, and assisting banking center staff.
  • All aspects of CD/IRA account maintenance including processing new account documentation, processing account change requests, maintaining IRA plan information, performing QA of changes, and assisting banking center staff.
  • All aspects of exception processing including account closure requests, NSF & rejected items, processing hold requests, performing QA of changes, and assisting banking center staff.
  • All aspects of unclaimed property processing including research of potentially unclaimed properties, preparing due diligence letters, assisting customers and branches with claims for unclaimed properties, and state reporting.
  • All aspects of In/Out collections including responding to account closure requests by mail and collection of check items outside of the standard return window.
  • All other duties as assigned.

Requirements

  • High School diploma or equivalent required.
  • Advanced degree in business, finance, and accounting is a plus.
  • Computer skills, including knowledge of Windows based spreadsheet and word processing programs.
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