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Bookkeeper / Accounting Clerk
Yoakum, TX

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Crossroads Bank.

Bookkeeper

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Job Description

The Deposit Operations Bookkeeper & the Operations Department are responsible for ensuring that all deadline related activities are completed timely and accurately. Provides operations support functions which require professional interaction with external and internal customers and to management and fellow employees.
Supervisory responsibility:
None Education & Experience:
  • High school diploma or equivalent is required.
  • Previous experience working directly with the public & handling cash is preferred.
  • Previous banking experience preferred but not required.
  • Basic computer experience with knowledge of Microsoft Excel & Word.
Required Skills/Abilities:
Ability to read, write, speak & understand English well (Spanish as a 2nd language is an asset but not required). Ability to clearly communicate with internal & external customers, management & fellow employees.
  • Ability to question customers to determine their banking needs & to cross-sell banking products.
  • Must be able to distinguish each denomination of money. Excellent math skills. Ability to work accurately with close attention to detail & ability to complete or resume tasks despite interruptions.
  • Trustworthiness & the ability to act with integrity.
  • Flexibility & initiative to learn numerous areas of banking to fulfill job function.
Essential Duties & Responsibilities:
  • Safeguard the bank's cash and the security of the working environment while performing routine transactions, including deposits, withdrawals, loan payments and other financial transactions in accordance with the bank's policies and procedures
  • Identifies and capitalizes on opportunities to promote new banking services.
  • Balances cash drawer daily following bank policies and teller/over short procedures at the end of shifts.
  • Performs a variety of departmental duties including but not limited to proof, OD/return items. Fedline terminal operations; wire transfers, & preparing, posting & balancing daily reports.
  • Represent the branch in a personable, efficient manner when providing customer service whether in person, by telephone or at the drive-through window.
  • Must complete training & become knowledgeable in BSA, OFAC and Customer Identification regulations, & following policies & procedures in these areas.
  • Perform other duties as assigned.
Physical Requirements:
    Sitting/Mobility:
    Approximately 70% of time is spent standing and/or spent working at a desk/teller station; the balance of time is spent moving around work areas.
      Communication:
      Ability to effectively communicate with co-workers, members, and outside agencies in writing, in person, and over the phone.
        Vision:
        Ability to effectively use a computer screen and interpret printed materials, memo's, and other appropriate paperwork.
          Lifting/Carrying:
          Ability to transport boxes of coin, files & office supplies. Must be able to lift up to 50 pounds at times.
            Stooping/Kneeling:
            Ability to access files/stock supplies in high or low cabinets and shelves.
              Reaching/Handling:
              Ability to input information into computer systems and retrieve and work with appropriate paperwork, equipment, and supplies.
              Job Type:
              Full-time Expected hours: 40.0 per week
              Benefits:
              401(k) 401(k) matching Dental insurance Disability insurance Health insurance Life insurance Paid sick time Paid time off Vision insurance
              Education:
              High school or equivalent (Preferred) Ability to
              Commute:
              Yoakum, TX 77995 (Preferred)
              Work Location:
              In person

              Benefits

              • Paid Time Off (PTO)
              • Sick Leave
              • 401(k) Plans
              • Health Insurance