Deposit Operations Specialist
About the role
Detail-oriented Deposit Servicing Specialist I to support its Deposit Operations team. This individual will be responsible for processing customer account requests, maintaining account information, and ensuring transactions are completed accurately and within established service-level agreements (SLAs). The ideal candidate thrives in a high-volume operational environment, enjoys process-driven work, and is committed to accuracy, compliance, and exceptional internal customer service.
Responsibilities
- Process consumer deposit account maintenance requests and servicing transactions.
- Review and manage daily work queues while meeting established service-level expectations.
- Perform account updates, corrections, and maintenance activities with a high level of accuracy.
- Research and resolve account-related issues and follow up with internal partners as needed.
- Validate and process outgoing wire transfer requests according to established procedures and approval limits.
- Maintain accurate customer and account information across multiple banking systems.
- Escalate unusual transactions, operational concerns, or compliance-related issues to management.
- Ensure adherence to bank policies, procedures, and regulatory requirements including BSA/AML guidelines.
- Support operational efficiency initiatives and assist with special projects as assigned.
Skills
- Customer service
- Operation
- Customer support
Required Qualifications
- High school diploma or GED.
- Minimum one year of experience in banking, financial services, customer account servicing, transaction processing, or a related operational environment.
- Strong attention to detail and commitment to accuracy.
- Experience working within established procedures and compliance requirements.
- Ability to manage multiple tasks and priorities in a fast-paced environment.
- Proficiency with Microsoft Office and data-entry systems.
- Strong written and verbal communication skills.
Preferred Qualifications
- Previous banking or credit union experience.
- Deposit operations or account servicing experience.
- Experience processing financial transactions.
- Familiarity with Comprehensive Banking System (CBS) or Signature platforms.
- Experience working in a regulated environment.
Key Competencies
- Attention to Detail
- Transaction Processing
- Quality Control
- Time Management
- Critical Thinking
- Compliance Awareness
- Organization
- Team Collaboration
- Process Improvement
- Customer Service
Ideal Candidate Profile
We're looking for someone who has experience processing a high volume of requests or transactions. Enjoys structured, process-oriented work. Maintains accuracy while working under deadlines. Learns systems and procedures quickly. Can work independently with minimal supervision. Understands the importance of compliance, documentation, and data integrity.
Pay
The pay range for this position is $20.00 – $20.00/hr. Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.
Benefits
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)