Research Exceptions Management Trainee

Location:

324 North Fourth Street

Indiana, Pa 15701

Hours:

Monday - Friday: 8AM-5PM

(Additional hours as necessary to meet the objectives of the department)

Function: Performs various analytical functions in support of the Research Exceptions Department. Responsible for proficient management of various operating procedures, policies, and regulations.

Duties and Responsibilities:

• Assumes responsibility for the following functional areas of Deposit Operations:

  • Special reports

  • Garnishment

  • Subpoena

  • Project Initiatives

• Gains advanced knowledge of and performs as needed all functional areas of Research Exceptions including, but not limited to:

  • General Ledger Reconcilements

  • Deposit Collection Activities

    • Charge off and recovery activities

  • Document Management Activities

    • Decedent Processing

    • Stop payments

  • Non-Post/Returns Activities

    • Exceptions Processing

    • Safe Deposit Box

  • Research and Adjustment Activities

    • Dormant Account processing

    • Deluxe Alert Center

• Assists Research Exceptions Manager with:

  • Reviewing and initialing daily balancing, checklists, general ledger tickets, and online dollars as required by departmental procedures.

  • Fulfilling duties of Research Exceptions Manager in his/her absence.

  • Assisting with annual Performance Evaluations by providing input on performance as well as recommendations for new goals for the upcoming year.

  • Assisting other members of the team in resolving complex issues.

  • Assisting with productivity tracking for all areas of the Research Exceptions department

  • System Administration for TRIPS, SVPCO, EARNS and Deluxe Alert Center

• Assists in the development of work standards and performance metrics.

• Evaluates and updates written procedural documentation, including disaster recovery, data governance, SOX controls, SOC Assessment review and information security.

• Support operational audits by collecting information and acting as a liaison between operations and audit.

• Participates in and manages special projects as requested.

• Assumes a role in merger and acquisition integration for deposit related system conversions, processes, and record retention.

• Training

  • Acts as the Training Record Application Liaison.

  • Develop and maintain training documents for new and existing employees.

  • Train new employees and existing employees in various tasks related to Research Exceptions.

  • Assisting with appropriate training opportunities for staff members.

  • Actively participates as a mentee, learning through observation, feedback, and staff engagement

• Develop leadership skills via assigned coaching and training opportunities.

• Completes other duties as required.

Education:

Requires high school diploma or equivalent, plus specialized training or a two-year degree.

Experience:

Requires one to two years general experience, two to five years specialized training.

Physical Demands:

This work can be performed at multiple locations. Operates a keypad device 60-70%, electronic equipment 20-30% of the day. Traveling 0-10%, overnight stays 0-10%. Primary parts of the body involved include fingers, thumb, hand, wrist(s), elbows, upper torso. Standing 0-10%, sitting 60-70%, walking 0-10% of the day. This work can be performed with reasonable accommodation requests.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Salary Range: