Research & Adjustment Specialist

GENERAL PURPOSE SUMMARY Researches account and report discrepancies and makes appropriate corrections and adjustments by performing the following essential duties and responsibilities: ESSENTIAL DUTIES AND RESPONSIBILITIES Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Reviews completed transactions from proof, other areas in the bank and other financial institutions; researches and evaluates source and/or causes of irregularities; and makes appropriate adjustments internally, and to external sources. Acts as liaison between branch supervisors, proof, and third party institutions. Reviews daily image reports identifying exception items and other image related discrepancies, and reports findings to supervisor. Responds to requests for account information and verifications of deposit. Prepares transit checks, adjustments, return documents, and reports. Maintains accurate and complete files with documentation of research conducted and adjustments made, including all necessary supporting documentation and images. Processes bank-to-bank collection items. Produces records for internal and external records requests. Performs other work-related duties as assigned by supervisor. COMPLIANCE EXPECTATIONS Stay updated on relevant laws and regulations and complete all compliance training on time. Knowledgeable of and comply with bank policies, procedures, laws, and regulations that apply to you and your job. Maintain customer confidence and protect the bank’s operations by identifying and protecting confidential information.