Deposit Operations Servicing, Lead

About the role

The Deposit Operations Servicing, Lead is responsible for leading, training, and overseeing the day-to-day activities of the Deposit Operations Specialists team. This role maintains a strong client focus and partners closely with Sales and IT to deliver exceptional client experience while ensuring regulatory compliance.

Responsibilities

• Ensure client accounts are accurately established and maintained, and that check files are prepared and processed within established service level agreements.
• Research and resolve time-sensitive or technically complex requests, providing guidance to the team to ensure accurate handling.
• Create, update, maintain, and train team members on servicing processes and procedures.
• Collaborate on projects and work with internal partners to develop new systems, enhance existing systems, or conduct testing.
• Serve as a subject matter expert on documentation, systems, processes, policies, compliance, and regulations related to deposit operations.
• Resolve problems with minimal guidance and make general operational escalation decisions.
• Oversee day-to-day management of team members and demonstrate advanced knowledge of deposit requirements and systems.
• Pursue ongoing education and complete required regulatory, compliance, and skills-based training.

Requirements

• Bachelor’s degree or equivalent combination of education and/or related experience in the financial industry.
• 7-10 years of experience in a Deposit Operations role.
• Strong knowledge of deposits, bank operations, products, services, and regulatory requirements.
• Able to manage high volume, time-sensitive work while staying organized.
• Flexibility and adaptability with a commitment to continuous improvement and a positive team environment.
• Strong leadership and decision-making skills.
• A high attention to accuracy and detail.
• Effective written and verbal communication skills.