Deposit Operations Account Servicing Administrator

First United Bank • Durant, OK

45d • Onsite

About The Position

At First United, our purpose is to inspire and empower others to Spend Life Wisely. We believe operational excellence is about more than processing transactions. It is about creating trusted experiences, developing expertise, and ensuring customers and employees receive the support they need to succeed. The Deposit Account Servicing Administrator plays a critical role in supporting that purpose by serving as the primary subject matter expert for specialized deposit servicing functions. This role helps bring the Deposit & Treasury Management Operations vision to life by building expertise, strengthening operational processes, and supporting our commitment to develop subject matter experts while transforming processes to SERVE customers seamlessly, the first time, every time.

Position Summary
The Deposit Account Servicing Administrator serves as the primary operational owner and subject matter expert for specialized deposit servicing functions that require advanced regulatory, procedural, and operational knowledge. This role is responsible for administering and supporting specialty servicing processes while partnering closely with Account Support, Teller Support, Item Processing, Compliance, Retail, and other operational teams. The position provides expertise, process ownership, procedural guidance, and operational support to ensure servicing activities are executed accurately, consistently, and in compliance with regulatory and organizational requirements.

Requirements

• Minimum of 5 years of banking, deposit operations, account servicing, or related operational experience required.
• Demonstrated ability to interpret procedures, research complex issues, and serve as a subject matter expert.
• Strong organizational, analytical, and communication skills.
• Ability to manage multiple priorities while maintaining a high degree of accuracy and attention to detail.

Nice To Haves

• Experience with tax reporting, unclaimed property, deposit account administration, legal processing coordination, specialty account research, or related functions preferred.
• Experience supporting audits, examinations, regulatory requirements, or operational risk management activities preferred.

Responsibilities

• Tax Reporting, including year-end tax reporting administration, reconciliation, compliance, and issue resolution
• Tax Form Corrections and Reprints
• Unclaimed Property Administration
• W-8BEN and Tax Documentation Administration
• Act as the central point of coordination for deposit product administration, partnering with Product, Compliance, Risk, and Technology teams to ensure product changes, parameter governance, statement cycle administration, servicing requirements, and operational readiness are effectively managed
• Specialty Account Research and Resolution
• Legal Processing Coordination, including subpoenas, research, procedural guidance, and cross-functional support
• Provide backup support to Deposit Account Servicing teams to ensure business continuity and service excellence
• Additional Specialized Servicing Functions as Assigned
• Serve as the primary subject matter expert and process owner for assigned specialty deposit servicing functions.
• Maintain procedures, job aids, annual calendars, and process documentation to support consistency, accuracy, and compliance.
• Monitor regulatory and procedural changes impacting assigned functions and recommend updates as needed.
• Provide guidance and support for complex research, servicing inquiries, and escalations.
• Identify process improvement opportunities that strengthen efficiency, controls, and customer experience.
• Partner with Operations leadership and business partners to ensure work is completed accurately, timely, and in alignment with service expectations.
• Coordinate cross-training and business continuity plans to reduce concentration risk.
• Maintain transferable documentation, training materials, and process calendars for assigned specialty functions.
• Support knowledge-sharing across Deposit Operations, Retail, Compliance, Item Processing, and other impacted teams.
• Maintain policies, procedures, and working instructions to support operational consistency, compliance, and risk management
• Help ensure critical knowledge is retained and sustainable through role transitions, absences, and annual regulatory cycles.
• Coordinate release and upgrade testing for deposit servicing functions and related operational processes
• Support audits, examinations, reviews, and information requests related to assigned functions.
• Partner with Compliance, Risk, Retail, Item Processing, and other operational teams on research, procedural questions, and issue resolution.
• Support legal processing through specialty account research and coordination while legal processing execution remains within Item Processing & Exception Services.
• Promote strong procedural discipline and proactive risk identification across assigned functions.
• Ensure assigned responsibilities are completed accurately, timely, and in accordance with service standards.
• Participate in process improvement efforts and operational readiness activities.
• Partner with leaders and analysts to identify trends, risks, and opportunities for enhancement.
• Support departmental initiatives focused on capability building, operational excellence, and continuous improvement.

Benefits

• exciting opportunities for employees to grow and follow their passions
• one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009
• many benefits of working here

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed