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  • Westerville, OH 43081

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Clerical Associate

DISYS • Westerville, OH

Posted 26 days ago

Job Snapshot

Banking - Financial Services
Banking, Finance

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Job Description

Job Description:         

Performs basic clerical duties which may include accurately and efficiently scanning or copying documents, file retrieval, preparing documents for mailing.

• Understand cash processing and vault operations
• Ensure vaults are reconciled timely, research and resolve any out of balance conditions
• Manage appropriate daily inventory levels
• Own and resolve issues from complaint or inquiry to the point of resolution
• Provide daily reporting to management on currency levels and issues
• Resolve complex service questions, using multiple systems and points of contact to get the answer
• Be able to understand complex issues and distill them into simple, lay-person language
• Adopts a Continuous Improvement Culture always looking for better ways to complete daily tasks


Experience/skills required:

• Experience with reconciliation, understands general ledger entries
• Excellent verbal and written communication skills; able to document and explain complex situations in simple terms to senior audience
• Experience using customer assist mainframe
• Excellent customer service skills
• Excellent time management and organization skills
• Intermediate skill in using Microsoft, Excel and Access
• Strong general computer skills to quickly learner and use multiple applications
• Demonstrated ability to own, resolve and research complex service issues
• Able to work independently and empowered to make appropriate decisions and escalate when needed

Job Requirements

Banking industry experience is a plus

Experience with reconciliation, understands general ledger entries

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