Deposit Operations Specialist I
About The Position
At UW Credit Union, we believe in delivering exceptional member experiences while driving operational excellence. The Deposit Operations Specialist plays a critical role in enhancing our deposit products, services, and technology platforms—helping us streamline processes, boost performance, and improve member satisfaction. The Deposit Operations Specialist is an entry-level position in our Deposit Operations team, processing transactions and providing operational support for checking, savings, money market, certificate, IRA, business and fiduciary accounts. The Deposit Operations Specialist provides superior service directly to members and supports other member-facing staff in resolving deposit account inquiries. The incumbent possesses strong interpersonal skills, problem-solving abilities, a commitment to accuracy and exceptional member service, and meets benchmarks for volume, service levels, and quality.
Requirements
- High school diploma is required.
- 7 months – 1 year of Customer Service experience is required.
- 7 months – 1 year of Financial Institution experience is preferred.
- Proficient with Microsoft Office products.
- Demonstrated investigative, analytical, organizational, decision making, and problem solving skills.
- Effectively prioritize workload and tasks, complete assignments in a timely manner, and meet deadlines.
- Strong verbal and written communication skills.
- Effective interpersonal and customer service skills.
- Proven ability to thrive both independently and as a collaborative team member.
Nice To Haves
- Associate’s degree in Business or a related field is preferred.
Responsibilities
- Process account requests, including maintenance, servicing, reporting, and other transactional activities including but not limited to:
- Administration of negative account processes such as force closures and charge-offs
- Processing account closures
- Member information updates and monetary adjustments
- Processing and reporting on liens, levies and garnishments
- Monitoring certificate maturity queues and processing interest corrections
- Business account review and error correction
- Trust and fiduciary account servicing
- IRA and CESA account servicing and tax reporting support
- Perform daily audits as assigned and promptly escalate discrepancies for resolution.
- Take ownership for resolving and/or supporting the resolution of deposit account-related member Inquiries while executing sound judgment in risk assessment.
- Exceed member expectations by delivering exceptional service both directly to members and by supporting other member-facing staff in their service delivery. Service will typically be delivered via Automatic Call Distribution (ACD).
- Understand the full range of features and advantages of deposit-related products and services to support excellence in service delivery.
- Maintain knowledge of key regulations such as Regulations CC and E to ensure compliance with regulatory policies and procedures.
- Provide subject matter expertise in support of projects and/or system updates as needed.
- Assume ownership of personal development through dialogs, participation in group initiatives and projects, and engagement with training.
- Explore development options including mentor/mentee relationships, and the use of tools such as the Leader of Self gap analysis and Individual Development Plan (IDP).
- Be a champion of change: embrace innovation and closely collaborate with others to achieve departmental and organizational goals.
- Develop and maintain knowledge of internal resources, procedures, systems, and tools.
- Strengthen the Credit Union's inclusive environment by engaging with ongoing DEI initiatives.
- Invite and accept feedback and provide upward feedback.
- Serve as a mentor and positive role model for others within the team.
Benefits
- 21.5 days of annual time off (accrued per pay period)
- 2 weeks paid caregiver leave
- 2.5 weeks paid new child parental leave
- 2 days paid volunteer time
- Hybrid work environment: minimum 3 days a week on-site
- 10 paid holidays (including your birthday!)
- 401k company match of up to 5%, plus approximately 4% discretionary match
- 457 deferred-compensation plan
- Variable bonus reward
- Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
- Employee Assistance Program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
251-500 employees
