Deposit Services Services Specialist II

Responsibilities

• Process account requests, including maintenance, servicing, reporting, and other transactional activities.
• Administer and review negative account processes such as force closures and charge-offs.
• Process account closures and member information updates.
• Make monetary adjustments and monitor certificate maturity queues.
• Handle business account review and error correction.
• Manage trust and fiduciary account servicing and reviews.
• Support IRA and CESA account servicing and tax reporting.
• Manage decedent account reviews.
• Conduct daily audits, serve as a first point of escalation, and escalate discrepancies as needed.
• Resolve deposit account member inquiries with exceptional service.
• Provide feedback on errors and ensure timely corrections and follow-up actions.
• Maintain compliance with regulations and internal service levels.

Qualifications

• Associate’s degree in business or related field required, Bachelor’s degree preferred (applicable experience in lieu of a degree will be considered).
• 2 - 3 years’ experience in a financial institution required.
• 2 - 3 years’ experience in customer service required.
• 2 - 3 years’ experience in financial services, specifically within deposit operations preferred.
• Demonstrated investigative, analytical, organizational, decision making, and problem-solving ability.
• Strong verbal and written communication skills.
• Exceptional interpersonal and customer service skills.
• Ability to work independently and collaboratively in teams.
• Skilled at training and recognizing system and process enhancements.
• Proficient with Microsoft Office.

Skills

• Investigative, analytical, organizational, decision making, and problem-solving ability.
• Effective prioritization and timely task completion.
• Strong verbal and written communication skills.
• Exceptional interpersonal and customer service skills.
• Ability to work independently and collaboratively in teams.
• Training and recognition of system and process enhancements.
• Microsoft Office proficiency.