Job Description:
Burke & Herbert Bank & Trust

Provides support to the Wire Department for processing incoming and outgoing wire transfers. This is a responsible, non-supervisory position that acts as a resource for customers, departments, and branch staff.

Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Performs daily wire activities which include the review, approval, and transmission of wire transfer information via the bank and the Federal Reserve systems in accordance with policy and established procedures.
• Assists management with monitoring daily workflow to ensure timely and accurate completion, responsible for the preparation of various daily and monthly reports using a variety of Core system applications, performs imaging activities, and assists in bank settlement via balancing procedures.
• Initiates research for wires when necessary, assists with the fulfillment of document and reporting requests from auditors/examiners and any other area as needed, and participates in preparing responses to research requests, document requests, etc. in a clear and timely manner.
• Handle high workloads, competing demands, interruptions, and distractions with poise and ease.
• Assists management with a variety of training activities as well as participate in the review and updates process of the department’s procedures under the direction of the department manager.
• Provides assistance to customers and bank employees regarding wire transfer transactions.
• Keeps up to date on banking rules and regulations to maintain proficient knowledge and awareness of regulatory developments and industry trends.
• Completes ongoing training and/or processing wires in compliance with Bank standards, federal laws and regulations including the Bank’s AML/BSA Policy.
• Perform other/additional duties as assigned.

Skills/Abilities

• Excellent customer service skills.
• Excellent organization skills, strong attention to details, strong analytical skills, and proficient in data entry skills.
• Excellent oral and written communication skills with emphasis on telephone and email communications.
• Ability to establish and maintain effective working relationships with co-workers and Bank officials.
• Ability to work independently and complete job functions following procedures and risk protocols.
• Proficient with a variety of server and/or PC based software systems, and in the use of all types of standard office equipment.

Education and Experience

• High School Diploma or equivalent required.
• At least 1 year of wire processing experience required.
• Proficient in Microsoft Office.

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a fast-paced clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

Physical Demands

This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.

Travel

Travel may be required for this position.

Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

This employer is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.

PI255168423

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