Operations Recon Specialist - onsite, Columbus, Roswell, Birmingham, Murfreesboro, or High Point

United States·Shades Creek-Mo (fl01) - Al053 - BirminghamNormalmid

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Quick Summary

Key Responsibilities

Reconciles various accounts to include General Ledger, Deposit and Loan, Finance, Mortgage, Trust and Securities accounts. Performs in-depth research related to account exceptions.

Technical Tools

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Job Summary:
In accordance with established policies and procedures, prepares bank account reconciliations for multiple accounts on a daily and monthly basis.

Job Duties and Responsibilities:

Reconciles various accounts to include General Ledger, Deposit and Loan, Finance, Mortgage, Trust and Securities accounts. Performs in-depth research related to account exceptions.
Ensures accurate preparation and timely resolution of reconciliation of account exceptions to meet established department Service Level Agreements (SLAs).
Communicates with internal divisions/departments regarding outstanding exceptions, following established escalation procedures.
Clears discrepancies identified in the balancing process. Posts and maintains nonmonetary financial transactions to the general ledger and various systems.
Serves as escalation point and subject-matter-expert for less senior team members. Answers questions and assists with resolving more complex issues or transactions. Provides training and ensures work is completed efficiently.
Verifies sign off sheets are completed, indicating that each account has been balanced, exceptions worked, and that a balanced reconciliation is saved. Prepares, edits and distributes corrections needed to verify process.
Periodically reviews department documentation, policies and procedures as assigned.
Recommends process improvements to enhance efficiency, quality and client service.
Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
Assist other team members as needed to ensure delivery of distinctive service.
Performs other related duties as required.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job

Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.

Minimum Education: Team Members degree with completion of coursework in accounting OR an equivalent combination of education and experience

Minimum Experience: Four years of accounting experience in a banking operations environment Sit Regularly

Required Knowledge, Skills & Abilities:

Stand or Walk Regularly
Talk and Hear Regularly
Climb, Bend, Kneel, Crouch, or Crawl Regularly
Ability to see objects up close or at a distance, use peripheral vision, identify basic colors
Use of Hands/ability to reach