Deposit Balancing Specialist Ii
(Female, Age 41) from Sun Prairie, NY
This is a REAL-LIFE job profile written by a Female aged 41 who works as a Deposit Balancing Specialist Ii in Sun Prairie, NY. We have removed all names and personal information in order to protect privacy. This professional kindly spent a bit of their time to complete one of our job profile surveys so that prospective job seekers like you could read their insights. Please excuse any punctuation or grammatical errors in this profile.
At a Glance
Basic data on your current job
|Deposit Balancing Specialist Ii
|Sun Prairie, NY
Opinions on your CAREER overall (i.e. not just your current job)
|Years in Career
|0 / 10
|0 / 10
|0 / 10
|0 / 10
Current job Q&A
Describe the type of organization you work for.
Well known Midwest bank – branches throughout Wisconsin with few branches in other states
Describe your job role and responsibilities.
provide balancing support for network banks, balance daily cash transactions, made adjustments to customer accounts as needed
Please list an additional benefits (beyond compensation) that you receive.
28 vacation days, 6 sick leave days, life insurance, 401K plan, PPO health insurance, dental insurance
Do you feel you are under/over or well/fairly compensated at your current position?
Does your job entail you working with others on a daily basis? Is this something you like/dislike about your job? Please explain.
work in a department with approx 25 other people but interact with many more people via phone throughout the day, like the fact that everyday is different, never know what the day will bring
Do you work collaboratively with supervisors/managers?
Do you work collaboratively with your co-workers?
Describe your work location (e.g., office, home, theatre, in the field) and what you like/dislike about working in it.
office building with each employee have own desk and area
Please rate each of the following aspects of your current job on a scale of 1-10 (10 being the highest/best):
Job Title: 8
Level of Responsibility: 7
The Actual Work: 4
A day in the life of…
Please describe a typical workday for you in your current job:
|5am to 6am
|6am to 7am
|7am to 8am
|Start work at 8 am this week
|8am to 9am
|log onto computer, check email for important messages pertaining to work day, print reports required for todays jobs
|9am to 10am
|reconcile 2 accounts assigned this morning – make new entries and check if old entries have cleared
print final reports and distribute
|10am to 11am
|balance 3rd account of the day – print reports, compare reports to other info obtained from banks, contact branches with questions
|11am to 12pm
|still working on balancing 3rd account, answer phone calls from bank branches
|12pm to 1pm
|1pm to 2pm
|check new employees work and verify that is all done correctly, explain a few necessary changes to her
|2pm to 3pm
|continue answering phone calls, make adjustments to customer accounts for changes requested by bank
|3pm to 4pm
|final organization of days reports, inputting final entries into computer, checking outgoing letters to customers for accuracy
|4pm to 5pm
|final filing of daily reports, make sure everything is done, fill out service level log, complete time card and productivity record for day – done work at 4:30
|5pm to 6pm
|6pm to 7pm
|7pm to 8pm
|8pm to 9pm
|9pm to 10pm
|10pm to 11pm
|11pm to 12am
Table of Contents
How you got your job
How did you get your current job?
posting at prior job
What was the application process?
Did you have to interview for your current job? If yes, what did the interview process entail?
short screening interview on phone with HR person, then person to person interview with department manager and supervisor
If you can remember, what questions were you asked during the interview?
don’t remember – was too nervous at the time
Do you feel your employer properly prepared you for your job? Explain.
yes…..training was adequate and there was always someone to answer questions
Was there training for your current position? If yes, what did it entail?
one on one training with a fellow employee for a couple weeks, then on my own but had work checked by lead employee
Do you feel your educational background prepared you for your job? Explain.
no, my degree was almost 20 years old at the time….dont’ believe a degree is necessary for the position but may be an advantage
If applicable, do you feel your internship experience helped you prepare for your job?
If someone wanted to go about getting a job similar to yours, what would you recommend for him or her to do?
get at least an Associate Degree is some sort of business, be willing to learn, have a good attitude
What skills do you think a person should have if they want to pursue a position like yours?
organizational skills, ability to get along with others, good number skills
Do you feel that you need a certain level of education or training to be successful in your job?
basic education is needed – High school diploma, extra education may be beneficial but not necessary
What advice would you give to someone who was about to start work in your position/ line of work?
get some sort of job experience, be willing to learn, able to get along with others
Long-term career plans
Is your current employment part of your overall career plan? Why or why not?
not really – don’t really have a career plan, was basically a stay at home mom for years and just worked nights to supplement the family income
What are your current career goals?
no real goals at this time – have a job that I enjoy going to everyday and one that I can say I am good at
Is there anything else you would like to share about your career?
not at this time
Prior work history
Please list your most recent jobs prior to this current job:
|Prior Job 1
|Data Entry Clerk
|nightly reconciling of bank’s daily activity
|Prior Job 2
Please list your educational background:
High School GPA:3.8
|Madison Area Technical College
|Accounting Associate Degree
|Graduate or Professional
(Masters or Doctorate)
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