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Company | Poca Valley Bank |
Address | Walton, WV, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-06-24 |
Posted at | 11 months ago |
- Submit interest totals on IOLTA accounts quarterly.
- Overseeing Student Savings Accounts, performing various maintenance changes on employee accounts, and monitoring SDB opening, discounts, and closing for accuracy.
- Responsible for document research pertaining to subpoenas and customer document requests.
- Responsible for reviewing EOY entries and monitor suspect withholding.
- Works with each branch to ensure all IRA RRM distributions are completed by year end.
- Supports branch users and performs various tests for problem resolution and new products.
- Completes IRS and State levy's and County Suggestions.
- Assists with ACH Manager and Business Online customers to complete any maintenance and client set up submitted by the Treasury Team.
- Processes the SSA/SSI & Medicaid to Acuity.
- Position reports and forwards FSR exceptions performed in BPM or any other delivery channels.
- Performs all maintenance changes to accounts for all branch locations.
- Responsible for comparing reports generated in Director to various transactions performed on accounts. Discovered errors are corrected by preparing block entries or contacting appropriate personal.
- Verifying wires, as per bank Wire policy and procedures.
- Completes Federal Withholding on IRA customers twice weekly and preparing the EOY Federal Withholding.
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