Deposit Services Specialist I

Principal Duties And Responsibilities

• Perform expected day-to-day activities
• Handle activities and functions, exceptions, and escalate situations based on knowledge and experience
• Communicate business, functional, and data requirements related to processes
• Train peers on daily functions
• Aid in the development of test plans/scripts and testing of projects and releases
• Review and advise on operational process flows, procedures, and training materials
• Aid in issue management – issue identification, impact assessment, and remediation efforts
• Be aware of regulatory requirements related to team processes and functions; assist in control updates to maintain compliance
• Serve as liaison to other teams within the department as well as other business lines based on functional knowledge

Job Specifications (Skills, Knowledge And Abilities Required)

• Two (2) or more years’ experience in Bank Deposit Operations
• Strong problem solving and issue management skills
• Strong writing and presentation skills
• Detail oriented with strong planning skills and consistent follow through
• Able to train peers on daily functions
• Able to successfully balance conflicting priorities
• Intermediate knowledge of Microsoft Office, including proficiency in data manipulation (Excel, Access, etc.)
• Highly self-motivated and directed, as well as a team contributor

Specialized Banking Operations Knowledge (Team Specific)

• Perform required research and actions on all garnishments and other legal requests served upon the bank(s)
• Process requests including statement research, account adjustments, tax form reprints, incoming returns etc received by internal and external parties
• Process annual TIN compliance tasks
• Review reports and process necessary maintenance for Bank functions as necessary within Deposit Operations

Behavioral Skills

• Consistently demonstrate behaviors associated with Beacon Bank’s Core Four values: adaptability, accountability, leadership, and teamwork