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Operations Associate

Perform account reconciliations and clear outstanding items efficiently
Charlotte
Entry Level
2 days ago
United Bankshares

United Bankshares

A regional financial institution offering banking, mortgage, and investment services across the United States.

9 Similar Jobs at United Bankshares

Operations Associate

The Operations Associate handles assigned daily, weekly, or monthly reconciliations for Internal DDA and/or General Ledger Accounts for manager review. Comply with Bank's policy and procedures for clearing outstanding reconciling items. Handling of Remote Branch Capture exception transaction.

Responsibilities

  • Retrieve statements by mail, email, downloaded from web sites or FIS General Ledger reports from IS View.
  • Compare debits and credits transaction of previous day, week or month from the General Ledger and/or statements and list outstanding items.
  • Research and identify outstanding items for proper notification to Department or individual responsible for clearing.
  • Prepare transactions for clearing corresponding Bank and 3rd party vendor entries.
  • Demonstrate ability to communicate with appropriate personnel.
  • Cross-training of other duties within the department as assigned.
  • Research and clearing of Deposit Corrections.

Qualifications

  • High School diploma or equivalent.
  • Proficiency in Microsoft Office Products (Excel, Word, Access).
  • Excellent communication and organizational skills.
  • Ability to multi-task and be detail oriented.
  • Ability to work in a fast paced environment.

Essential Functions:

  • Sitting or standing for extended periods of time.
  • Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components.
  • Ability to converse and exchange information with all levels of staff within organization.
  • Ability to observe, perceive, identify, and translate data.

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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Operations Associate
Charlotte
Operations
About United Bankshares
A regional financial institution offering banking, mortgage, and investment services across the United States.