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Reconcilement Specialist

Company: WesBanco
Location: Wheeling
Posted on: June 12, 2021

Job Description:

High School Diploma or GED.

Minimum of 2 years of experience in banking, loan operations or accounting position preferred.

SUMMARY:

This position is responsible for the daily reconcilement of more difficult bank loan general ledgers and records in accordance with established Bank policies and procedures, alerting the team leader and management of any and all out-of-balance conditions, and taking the necessary action to ensure that outstanding outages are researched and corrected.

CUSTOMER SERVICE SKILLS:

Willingness to provide a level of service which will clearly differentiate us from our competitors.

Ability to provide excellent service to internal departments.

Ability to interact with outside customers when needed.

INTERPERSONAL SKILLS:

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.

Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.

Ability to read and interpret documents such as safety rules, operating and maintenance instructions and procedure manuals.

Ability to write routine reports and correspondence.

Ability to effectively present information in one-on-one and small group situations to customers, clients and other employees of the organization.

Ability to speak effectively to customers and employees of organization.

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.

Ability to deal with and solve problems involving several concrete variables in standardized situations.

Able to multi-task and effectively function under stressful conditions.

Ability to work in team environment as well as independently.

Ability to perform detailed work.

Ability to maintain confidentiality.

Ability to handle workload pressure and deadlines.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Reconciles loan control account. Loan Control is the clearing account for the majority of loan transactions processed daily. Requires a large amount of attention to detail to identify and clear amounts of transactions.

Identify, research and correct general ledger out of balances.

Communicate outages to various teams within loan operations and throughout the organization.

Follows up to ensure outages have been corrected and general ledgers are back in balance.

Reporting & follow-up of reconciling items not cleared timely.

Reviews Account Suspect and post payments as applicable for each application.

Reconciles unposted loan transactions (business, credit line, real estate, loan loss applications)

Responds to phone calls relative to group duties and responsibilities.

Provides internal customer support.

Other responsibilities as assigned.

OTHER REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

Proficient in Microsoft Office Suite applications: Excel, Outlook and Word

Ability to enter data in banking related software systems

Must possess quick and accurate keyboard and typing skills.

Accounting skills including understanding of debit and credit functions.

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages and volume.

Keywords: WesBanco, Pittsburgh , Reconcilement Specialist, Other , Wheeling, Pennsylvania

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