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Savings Representative

Company: Synerfac
Location: Washington
Posted on: November 26, 2022

Job Description:

We have a client in Washington PA seeking a Savings Representative. This position is entry-levelDuties:- Checks obituaries; performs decedent account processing including reporting to the Commonwealth of PA for inheritance tax when applicable.- Mails maturity notices, renewal notices, change of address notices and periodic statements.- Mails dormant and inactive account notices.- Verifies new are entered on-line correctly.- Processes term/rate changes.- Processes interest disposition change forms.- Replaces lost interest or Holiday Club checks.- Process closed on a monthly basis from the closed time deposit report.- Sends maturity forecast report to Main Street Branch Manager on a monthly basis.- Converts Minor Statement Savings accounts to regular statement savings accounts on a monthly basis.- Mails Holiday Club checks annually.- Processes and mail interest and retirement checks.- Prepares documents for scanning in optical system.- Handles bad mail addresses returned from post office, codes accounts on system, and distributes bad mail to branch offices.- Maintains proxy card files and processes in system.Requirements:- High School Diploma- A minimum of one (1) year experience in related position- Strong computer skills- Good attention to detail

Keywords: Synerfac, Pittsburgh , Savings Representative, Other , Washington, Pennsylvania

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