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The Operations Specialist performs various daily tasks related to the back office operations of the bank as well as handle functions that may have a regulatory, monetary, and potential reputational risk impact. Functions are time sensitive and must be adhered to by means of policy and procedures.
- Responsible for processing incoming and outgoing wire transfers, ACH files, returned deposited items, cash letter, exception item processing adjustments.
- Analyze, correct, and complete posting of non-posted items. Process non-sufficient funds items in accordance with decisions made regarding payment or returning the items.
- Processes debit card disputes in accordance with Regulation E and MasterCard Visa rules.
- Provide support and assistance to internal customers by serving as a resource on all deposit related topics and concerns.
- Review various operations / exception reports and monitor accounts with special instructions, taking steps to address items on the reports.
- Perform daily reconciliation of internal bank accounts, general ledgers, and adjustments as assigned.
- Assist Operations Department with other special projects as assigned.
- Cross train for other job functions as back up as needed in the department.
- Keeps abreast of industry changes that will improve job function and performance.
- May perform other duties as assigned.
- High school degree or equivalent. Previous bank experience preferred.
- Knowledge of Jack Henry Silverlake banking software is helpful.
- Excellent communication skills, detail oriented, ability to work independently.
- Effective verbal, written, and interpersonal communication skills with the ability to instruct others, train personnel, write reports, correspondence, and procedures, and speak clearly to customers and employees.
- Ability to research, interpret, analyze, and report operations data.
- Ability to make sound decisions, prioritize work, handle pressure, and meet deadlines.
- Ability to work in a fast- paced environment and facilitate a team environment.
- Flexible and adaptable to a changing environment.
- Knowledge with Microsoft Office.
- Resolve debit card and ATM card fraud and other dispute cases by communicating with members, processing chargebacks, completing necessary documentation, and tracking progress of cases to completion.
- Process orders and maintenance requests for debit ATM cards.
- Work with card processing and ATM vendors to investigate and resolve cardholder and terminal problems in a timely manner.
- Compliance with Bank Secrecy Act and Anti Money Laundering rules required.
- The ability to multi-task using multiple screens and systems while talking on the phone with customers.
- Excellent organizational, written, and oral communication skills
- The ability to multi-task across multiple systems and screens while speaking to customers.
- Must be customer service oriented (empathetic, responsive, patient, and conscientious)
- Strong team orientation and customer focus with a positive attitude.
Qualified applicants must be able to work in a fast- paced environment and exhibit sound judgment in making decisions related to the overall health of the bank. Position requires extended periods of standing, sitting, and computer use. In addition, travel between branches and to customers and events may be required.
Call Center Representatives deliver quick reliable service by actively listening to customers request for service and working to troubleshoot and resolve customer issues in a timely manner. In addition, they help customers protect their accounts by reviewing suspicious activity reissuing compromised debit and credit card and maintaining confidentiality.
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Provide customer service primarily by phone to external customers by responding to balance inquiries, debit card, online banking, bill pay and deposit account questions and issues, and other requests for assistance.
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Supports the products and services of the bank by interfacing with other departments and employees in positive friendly attitude to ensure timely and effective customer service.
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Performs various operations functions and special projects as needed from time to time and assists others to complete tasks and work assignments.
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Process stop payment request, address changes, modify account profile information, etc.
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Process returned mail. Place check orders.
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Process online banking and bill pay requests.
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Process and fulfill requests for account research.
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Support internal staff regarding department products and functions.
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Responsible for Social Security Administration electronic verification of deposits.
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Assist with other Verification of Deposit request.
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Perform debit card maintenance as requested by customer and document approval.
- High School diploma or equivalent.
- Minimum of two years previous banking or customer service experience preferred.
- Must be able to multi-task.
- Good listener, must have excellent organizational, writing, communication and telephone skills.
- Able to make decisions with minimum supervision.
- Highly reliable with the ability to maintain regular attendance and punctuality.
- Aptitude for issue identification and problem solving.
- The ability to thrive in a fast-paced environment where change and ambiguity are prevalent.
- An aptitude for conflict resolution and problem solving.
- The ability to demonstrate good judgement when making decisions involving account inquiries and problem resolution.
- Excellent interpersonal skills and the ability to build relationships with your team and customers.
- Bilingual Spanish – Beneficial
- Ability to operate office machines and equipment, such as personal computers, printers, copy machines, fax machines, calculators, and telephones.
- Ability to communicate clearly with customers, co-workers, and others both in-person and on the telephone.
- Work activities involve combinations of sitting/standing for extended periods up to 5 hours at a time, kneeling, bending, pushing, lifting, and carrying.
- Ability to perform repetitive finger, hand and arm movement.
- Must be able to work under pressure and exhibit good judgment in making decisions pertaining to the overall health of the bank and its employees.
Provides a friendly atmosphere to make the customer feel at ease during the interview process for opening of new deposit accounts, completing consumer loan applications, and processing cash/deposit transactions. Provides information on all deposit accounts and consumer loan products and to cross-sell the Bank’s products.
- Greet customers promptly upon their arrival in the bank lobby.
- Conduct professional interactions with the customers throughout all transaction processes.
- Open new accounts (checking, savings, certificates of deposit and IRAs).
- Order checks for customers and produce temporary checks.
- Issue ATM Debit cards.
- Open safe deposit boxes and provide access to boxes for customers.
- Promptly answer phones.
- Provide customer service, answering questions about their accounts and providing research as requested.
- Helping customers with Online Banking and Mobile Banking
- Process deposits, cash checks, and change orders for customers.
- Process night drop deposits and mail deposits. Maintain records for audit.
- Sell Cashier’s Checks, Money Orders and Gift Cards.
- Balance Cash Vault daily.
- Redeem Savings Bonds.
- Prepare Compliance Audits as required for Internal Audits.
- New accounts input, (Loans, DDA, and Savings).
- Process stop payment request and input on system.
- Process wire transfer request and prepare Wire Transfer form for Wire Department.
- Customer service-answer phones, research and balancing customer accounts.
- Balance and Supply ATM weekly.
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High School diploma or equivalent.
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Previous Teller or Personal Banker experience preferred.
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Excellent organizational skills required.
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Ability to communicate in a professional manner and quickly assess and prioritize customer needs when assisting customers who may be are upset or angry.
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Excellent verbal, written and interpersonal communication skills required; including keen ability to communicate genuinely conveying respect, dignity and cheerfulness with all levels of staffing.
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Ability to coordinate with employees across department lines.
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Ability to use sound judgment when routing calls and providing information to callers.
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Regular and punctual attendance is required.
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Knowledge and use of computers and 10-key machines.
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Ability to handle confidential information in a professional manner.
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Completing assigned tasks within the deadline provided.
Qualified applicants must be able to work in a fast- paced environment and exhibit sound judgment in making decisions related to the overall health of the bank. Position requires extended periods of standing, sitting, and computer use. In addition, travel between branches and to customers and events may be required.
Ready to build your future with Sonora Bank? Send your resume and cover letter to hr@sonorabank.com.