Account Adjustment Specialist I

Take the next step toward your new career today!

Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!

The Account Adjustment Specialist I is responsible for providing administrative and customer service support for deposit operations bookkeeping functions with a primary focus on researching and processing corrections to customer accounts.

Key Responsibilities

• Answers high volume of phone calls and email requests from customers, branches and other financial institutions.
• Investigates and resolves a variety of adjustment errors such as check encoding errors, double posted checks or deposits, savings bond discrepancies, return item late claims, missing deposits, general posting errors, etc.
• Processes debit and credit transactions necessary for corrections and adjustments, including entries to customer accounts and internal general ledger accounts.
• Ensure that all cases are resolved and comply with industry regulations and bank procedures
• Continuously works towards becoming cross trained on all department tasks.
  
  

Competencies Required

• Proficiency with 10 key by touch and Microsoft Office (Excel, Word, Outlook, SharePoint, Access), and the ability to quickly learn and navigate banking software applications and systems.
• Excellent organizational and data entry skills, with the ability to multi-task, maintain accuracy, and met deadlines in a fast paced, high volume environment.
• Good written and verbal communications skills.
• Customer service orientation with effective problem solving abilities and strong analytical skills.
• Self-starter possessing the ability to work independently while supporting a team environment.
• Ability to follow directions and apply proper policies, procedures and guidelines.
• Ability to work flexible hours; demonstrated good attendance and punctuality.
• Strong attention to detail and high concern for data accuracy.
  
  

Job

Operations

Primary Location

Texas-The Woodlands

Schedule

Full-time

Work Locations

TX - Operations Center-0100

Unposting Date

Ongoing

Organization

Texas - Houston

Minimum Qualifications/Experience

• 1-3 years banking or financial services operations experience.
• Bookkeeping or deposit operations experience preferred.
  
  

Formal Education & Certification

• High School Diploma or equivalent required.
  
  

Work Status

• Full-Time
  
  

Supervisory Responsibility

• None.
  
  

Travel

• 0% - Negligible amount of travel expected.
  
  

Working Conditions

• Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
  
  

Disclaimer

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Woodforest is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or other status protected by law or regulation.