Statement and Mail Specialist II in East Petersburg, Pennsylvania at Fulton Bank
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Job Description
Category: Operations
# of Openings: 1
Position Type (Portal Searching): Full-Time
ASC - East Petersburg
Lancaster
FLSA Status: Non-Exempt
Value Proposition
Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This is a full-time, onsite career opportunity based out of our Administrative Services Center location in East Petersburg, PA.
Reconcile the number of customer statements and notices processed through the third party print vendor. Prepare and deliver exception customer statements and notices according to established instructions. Maintain customer accounts on the core processing system and order statements for audit and special customer requests.
Responsibilities
- Record statistics based on emails from third party vendor. Balance reports to pass audit inspection. Review, research, resolve and document discrepancies. Statement Commit complete form and email to Data Center. Adjustment Report print, review, correct and mail adjustment notices. Complete retail initiated workflows.
- Prepare and distribute special handling statements per established instruction. Update and maintain special handling log. Prepare, package and distribute customer CDROMs per established instructions. Maintain supplies envelopes, mailers, tracking labels for Post Office parcels. Order special cut off statements. Maintain file of customer requested statement cutoff dates. Order, monitor and mail interim customer statements per written request. Forward to designated Certified Public Accountant for audit.
- Operate automated equipment to render notices that are not outsourced. Balance all totals to meet Audit requirements. Keep equipment operating by following operating instructions and troubleshooting. Maintain supplies.
- Obtain notices from Data Center. Sort by affiliate, count as needed, separate by manual and machined. Deliver cart of notices to be machined to equipment in mailroom. Prepare and mail manual notices.
- Organize batches by posting date. Label batches denoting affiliate and branch. File batches in appropriate trays, transfer trays to storage shelves. Process branch requests for capture item return. Maintain tracking log. In conjunction with Fulton Financial Corporation Facilities, maintain item shredding schedule.
- Label and date trays of batched items, transfer trays to storage shelves.
Qualifications
Education
High School Diploma or equivalent. Specialty: Does not apply at this level of education. (Required)
Experience6 to 12 months Office. (Required)
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
EEO Statement
Fulton Bank (Fulton) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.