Deposit Operations Specialist (Core Director)
About the role
Join our Core Director Support team as a Deposit Operations Specialist and play a vital role in helping financial institutions successfully operate and optimize their core banking systems. In this highly collaborative position, you'll serve as a trusted partner to clients by providing expert support for deposit operations, core processing, and mission-critical day-end activities. You'll solve complex challenges, build strong customer relationships, and help deliver exceptional service that drives our clients' success. This position offers the flexibility to work in a remote, hybrid, or in-office environment.
Candidates must reside within approximately 70 miles of our office locations in Allen, TX; Birmingham, AL; Cedar Falls, IA; Charlotte, NC; Louisville, KY; Lenexa, KS; Monett, MO; or Springfield, MO. This position is ineligible for immigration sponsorship and support.
Responsibilities
- Monitor incoming cases and emails and resolve in accordance with Service Level Standards.
- Use available support tools to assist the customer and answer general application questions.
- Provide appropriate personnel a precise understanding of user's issues when the problem needs to be escalated to a higher level.
- Participate in training programs and peer groups to continuously improve product knowledge and service skills as well as bringing new ideas to the product.
- Help grow a knowledge base and maintain it with current information.
- Understand the operating system the software resides in, along with file structures, directories, disk space, hardware resources in use, and navigating troubleshooting in the operating system.
- May perform other job duties as assigned.
Requirements
- Minimum of four years of experience in a bank or credit union deposit operations environment.
- Strong working knowledge of deposit products, including Demand Deposit Accounts (DDA), Savings Accounts, and Certificates of Deposit (CDs), along with related servicing and operational processes.
- Working knowledge of Non-Sufficient Funds (NSF) and exception/reject item processing, including research, resolution, and account maintenance activities.
- Demonstrated commitment to delivering exceptional customer service, with the ability to effectively support internal and external customers while adhering to established policies, procedures, and service standards.
- Participate in a rotating on-call schedule, including evening, overnight, and weekend coverage, to support financial institutions with day-end processing activities. On-call assignments occur approximately one to two times per month and four weekends per year.
- Maintain a standard work schedule of 8:00 a.m. to 5:00 p.m. CT while supporting shared departmental coverage through a rotating 9:00 a.m. to 6:00 p.m. CT shift approximately once every other month.
Qualifications
- Experience working within a Microsoft Windows environment, including navigating file systems, managing folders, and transferring files across applications and network locations.
- Demonstrated expertise in end-of-day, month-end, and year-end processing activities.
- Experience supporting Individual Retirement Accounts (IRAs), including knowledge of contribution limits, Required Minimum Distributions (RMDs), rollovers, and applicable regulatory requirements.
- Experience with year-end deposit operations processes, including tax reporting requirements and the preparation and distribution of customer tax forms.
- Strong understanding of the financial services industry, particularly banking and credit union operations, products, and regulatory requirements.
- Demonstrated ability to analyze and resolve complex operational issues by evaluating multiple variables, identifying root causes, and implementing effective solutions.
- Proven experience managing complex and diverse projects while exercising sound judgment, critical thinking, and problem-solving skills to achieve desired business outcomes.
- Ability to independently assess situations, recommend appropriate courses of action, and apply established methodologies and best practices to support operational excellence.
Pay
The salary range for this position is $49,000 - $61,000 and will be determined based on location and experience level.
Benefits
We offer comprehensive benefits designed to support your physical, mental, and financial health so you can thrive both personally and professionally. Visit our benefits page to learn more.
Our culture empowers us to rise to challenges, seek new opportunities, and support one another through change. We foster an environment where inclusion, sustainability, and community impact are core to how we operate. Visit our Corporate Sustainability site to learn more about our culture and commitment.