Cash Balancing POD Adj Specialist I

Woodforest National Bank

The Woodlands, TX

JOB DETAILS
SKILLS
ATM, Accidental Death and Dismemberment (AD&D), Administrative Skills, Analysis Skills, Banking Services, Bookkeeping, Cash Management, Claims Processing, Customer Support/Service, Data Entry, Data Quality, Detail Oriented, Employee Assistance Plan, Financial Literacy, Financial Operations, Financial Services, General Ledger Accounting, Microsoft Access Database, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft SharePoint, Microsoft Word, Multitasking, Needs Assessment, Operational Support, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Psychiatry and Mental Health, Reconciliation, Telephone Skills, Time Management, Writing Skills
LOCATION
The Woodlands, TX
POSTED
23 days ago

Job Description - Cash Balancing POD Adj Specialist I (073225)

Your Future Starts Here!

Cash Balancing POD Adj Specialist I-073225

Description

Take the next step toward your new career today!

Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!

The Cash Balance POD Adjustment Specialist I is responsible for providing administrative and customer service support for deposit operations bookkeeping with a primary focus on Official Stop payments, Offsite ATM Reconciliation, Cash Ordering, Cash balancing and correcting POD adjustments.

Key Responsibilities:

  • Identify and correct out-of-balance transactions on cash reconciliation sheets
  • Respond to department phone calls and emails promptly and professionally.
  • Assist branches in locating and correcting outages.
  • Review and work daily cash management and POD reports.
  • Review and correct proof errors; adjust customer accounts and internal DDA or GL accounts.

Competencies Required

  • Proficiency with 10 keys by touch and Microsoft Office (Excel, Word, Outlook, SharePoint, Access), and the ability to quickly learn and navigate banking software applications and systems.
  • Excellent organizational and data entry skills, with the ability to multi-task, maintain accuracy, and meet deadlines in a fast paced, high-volume environment.
  • Good written and verbal communications skills.
  • Customer service orientation with effective problem-solving abilities and strong analytical skills.
  • Self-starter possessing the ability to work independently while supporting a team environment.
  • Ability to follow directions and apply proper policies, procedures and guidelines.
  • Ability to work flexible hours demonstrated good attendance and punctuality.
  • Strong attention to detail and high concern for data accuracy.
  • Ability to recognize suspicious activity and report to Lead/Manager

Qualifications

Minimum Qualifications/Experience

  • 1-3 years' banking or financial services operations experience.
  • Bookkeeping or deposit operations experience preferred.

Formal Education & Certification

  • High School Diploma or equivalent required.

Work Status

  • Full-Time

Supervisory Responsibility

  • None.

Travel

  • 0% - Negligible amount of travel expected.

Working Conditions

  • Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Woodforest is an Equal Opportunity Employer, including Disability and Veterans.

Job

: Operations

Primary Location

: Texas-The Woodlands

Schedule

: Full-time

Work Locations

:

TX - Operations Center-0100

25231 Grogans Mill Rd

The Woodlands 77380

Unposting Date

: Ongoing

Organization

: Texas - Houston

Strong Culture built on our Core Values: Integrity, Ownership, Service and Community. It's not just talk. We walk the walk, from the CEO to front-line employees.

Be an Owner and take control of your future with our Employee Stock Ownership Plan (ESOP), where your hard work translates into real ownership and an opportunity to share in the growth of Woodforest.

401(k) Company Match in ESOP

Woodforest adds 50₵ for each $1 you save (up to 6% eligible pay). The match is made in Woodforest stock held in your ESOP account.

Opportunities for Long-Term Growth

Take advantage of growth opportunities and professional development to advance in your career.

Banking Products & Services providing convenience, financial savings, and enhanced support to help you achieve your financial goals.

Competitive Base Pay and regular compensation reviews to ensure you continue to earn competitive pay.

Paid Time Away Branch Banking employees are offered PTO. Corporate employees are offered paid vacation and sick time.

Medical Coverage 12 comprehensive plans available at an affordable cost!

Short and Long-Term Disability & Life, AD&D Insurance 100% paid for by Woodforest plus other benefits available that will help ensure you and your family are confident and well-prepared for whatever comes your way.

Well-being Program (Employee Assistance Program) that helps you take care of your physical, mental, and financial health.

Resource Champions are available to connect you to comprehensive services including expert banking, wealth planning, ESOP, health & wellness programs, impactful community involvement & financial literacy education.

This information highlights our rewards and benefits but is not a complete description of our total rewards program. Woodforest reserves the right to modify, amend, suspend, or terminate any reward or benefit at any time for any reason. If there is a conflict between the information and the actual plan documents or policies, the documents or policies will always govern. The information should in no way be construed as a promise or guarantee of employment.

About the Company

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Woodforest National Bank