Core Banking Ops Specialist I, Deposits

Jefferson Bank • San Antonio, TX

19h • Hybrid

About The Position

The Core Banking Operations Specialist I supports the effective administration of deposit operations through transaction processing, account maintenance, operational controls, and compliance-related activities. This role contributes to the accuracy, efficiency, and reliability of core banking functions while supporting departmental standards, regulatory requirements, and service expectations.

Requirements

• Minimum of 1 year of relevant experience with a related degree, or 2 years of experience in banking operations or a closely related field.
• Experience with deposit operations.
• Knowledge of deposit products and related banking regulations, including Regulations CC, D, DD, and E.
• High School Diploma or equivalent.
• Ability to manage multiple priorities, adapt to changing demands, and meet established deadlines.
• Strong organizational skills with a high degree of accuracy and attention to detail.
• Ability to work independently, prioritize responsibilities effectively, and take initiative in identifying opportunities, resolving issues, and contributing to departmental goals.
• Demonstrated ability to plan, prioritize, and complete projects and assignments effectively.
• Effective analytical, problem-solving, and decision-making skills.
• Ability to build and maintain effective working relationships with employees, management, customers, and business partners.
• Effective communication skills, both verbal and written, with the ability to interact professionally with diverse stakeholders.
• Strong interpersonal and customer service skills with a collaborative approach.
• Ability to perform essential job functions remotely from home or from a designated disaster recovery site during a business continuity or disaster recovery event, including maintaining secure access, communication, productivity, and adherence to bank policies and procedures.
• High ethical standards and commitment to maintaining confidentiality of sensitive information.
• Must be able to effectively communicate through speaking, hearing, reading, and writing.
• Must be able to remain in a stationary position for extended periods while performing computer-based work.
• Must be able to use a computer, keyboard, telephone, and other standard office equipment.
• Must be able to view and interpret information displayed on computer screens and printed documents.
• Must be able to move throughout the office to attend meetings and perform job-related duties.
• Must be able to occasionally lift and carry office materials weighing up to 15 pounds.
• Proficiency with payment processing software and Microsoft Office Suite programs (Outlook, Word, Excel, PowerPoint).
• Proficiency with Adobe Acrobat, internet applications, search engines, web browsers, and general PC connectivity.
• Ability to work with office equipment such as dual monitors, copiers, printers, scanners, phone systems, fax, cell phones, smart devices, and other digital/electronic devices.

Nice To Haves

• Experience working with vendors such as Jack Henry & Associates, ChexSystems, Sarma, Vericast/Harland Clarke, and HC3.

Responsibilities

• Process, review, and validate daily operations reports and service events, including officer changes, returned mail maintenance, interest check processing, and related balancing activities. Ensure all work is completed accurately, timely, and in accordance with established bank procedures, internal controls, policies, and applicable regulatory requirements.
• Monitor deposit account activity and account maintenance requests to identify required updates, documentation needs, or potential compliance concerns. Escalate exceptions, discrepancies, or unusual activity to management or the appropriate business area for review and resolution.
• Assist with the preparation, review, and maintenance of audit requests, operational documentation, and supporting records. Ensure documentation is complete, organized, and available to support internal reviews, external audits, and compliance requirements.
• Respond to inquiries from branch personnel and internal departments regarding deposit accounts, transaction processing, account maintenance, operational procedures, and bank policies. Provide timely, accurate, and professional support while ensuring responses align with established procedures and service expectations.
• Review and support Safe Deposit Box transactions by verifying documentation, transaction accuracy, and adherence to applicable operational procedures and regulatory guidelines.
• Assist with dormant account processing, including account review, documentation, tracking, and required maintenance activities in accordance with bank procedures and applicable compliance requirements.
• Assist with account charge-off processing by reviewing supporting documentation, completing required maintenance, and ensuring charge-off activities are handled accurately and in accordance with established approval and control procedures.
• Support daily tax reporting activities for the bank by assisting with data review, report preparation, exception follow-up, and documentation needed to meet required reporting timelines and accuracy standards.
• Provide check order support by assisting with order review, issue resolution, vendor communication, and follow-up with branch personnel or internal departments to ensure customer and operational needs are addressed effectively.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED