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Description

• Monitor/responsible for the day to day support of Payment Operational functions including; research, analyze and process daily ACH and check exception items, RTP exception items, Positive Pay daily work, complete ACH review & ACH ratio review, debit and credit accounts accordingly, balancing ACH origination files, Lockbox, Sweeps and any other new payment services in accordance with policies, procedures and the NACHA operating rules in a timely and accurate manner.

• Ensure workflows, emails and CRMs assigned to Payment Operations are completed within their SLAs

• Maintain high level of knowledge of the Cash Management products and services and managing inherent risks with these services

• Assist as needed with the processing of wire transfers and callbacks - incoming and outgoing wires.

• Quality control for account service set-up and maintenance of existing accounts to ensure adherence to regulations, policies and procedures.

• Performs monthly monitoring and verification of selected reports

• Keep abreast of industry scams, fraud trends, and evolving security risks to prevent fraud losses to the bank and customer.

• Assist with training and product knowledge as required.

• Responsible to create and update procedures in accordance with fed and state regulations and communicating changes to appropriate personnel

• Compile research and tracking of customer’s requests and issues

• Perform and respond to necessary inquiries on deposit customers

• Follow up and work directly supporting department areas ensuring daily correspondences are researched and resolved in a timely manner

• Assist in Payment Operations projects, system upgrades and system change notification related to Payment Operations. Perform duties including, participating in meetings, update project plans, complete system testing, document workflows and procedures, and performing other functions to ensure compliance with state and federal guidelines.

• Cross train to provide backup to Operations Specialist personnel as necessary to expedite workflow

• Provide prompt, courteous service to internal/external customer promoting professionalism, confidentiality and the desire to assist

• Perform additional duties as requested or assigned

• Work with vendors and outside service providers to ensure operational performance standards are maintained

• Assist with annual and periodic audits

Requirements

Automated Clearing House (ACH), Exception Reports, Exception Handling, Cash Management, Daily Cash Management, Cash Management, Audit - Operational, Compliance Audit, Year-end Audits, Visio Technical, Bank Operation, Bank Regulation.

JOB REQUIREMENTS

• Highly motivated and experienced managing multiple tasks

• Strong problem-solving skills to provide timely responses

• Demonstrate and promote high ethical standards and behaviors

• Ability to provide excellent customer service and provide timely responses to internal and external customer

• Maintain positive and professional manner at all times

• Completes tasks on time or notifies appropriate person with and alternate plan

• Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; monitors own work to ensure quality

• Ability to work effectively in a team environment and collaborate with others

• Ability to perform job responsibilities with minimal supervision

• Ability to adapt and embrace ongoing changes and learn new technology/processes

• Excellent attention to detail, analysis and decision-making skills

• Perform additional duties as requested or assigned

• Enthusiastic customer advocate with strong verbal and written communication skills

• Experience with MS-Office products, specifically; 365, One Drive, Word, Excel, Visio, PowerPoint

• Ability to work flexible schedules

• Ability to adhere to Needham Bank’s Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing)

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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