Woodforest National Bank Account Adjustment Specialist - The Woodlands in The Woodlands, Texas

Description: 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.

  • Performs other job related duties or special projects as assigned.

    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.

    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.


  • 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.

Woodforest is an Equal Opportunity Minority/ Female/ Individuals with Disabilities/ Protected Veteran and Affirmative Action Employer

Job: *Operations


Title: Account Adjustment Specialist - The Woodlands

Location: Texas-The Woodlands

Requisition ID: 035016