Deposit Operations Support Specialist

THIRD COAST BANKBee Cave, TX
Onsite

About The Position

The Operations Support Specialist is responsible for supporting the day-to-day operations of consumer and commercial client accounts while ensuring accuracy, and compliance with bank policies and regulatory requirements. This position serves as a liaison between Retail, Treasury Management, Commercial Account Services, Relationship Managers & Associates, and internal departments to resolve account-related inquiries, perform account maintenance, and support operational processes. Responsibilities may include account research, exceptions processing, maintenance requests, and monitoring operational reports. Deposit Operations functions commonly include account maintenance, stop payments, dormant accounts, and operational servicing activities.

Requirements

  • High school diploma or equivalent required
  • Minimum 2 years of banking, deposit operations, branch operations, back-office operations, or financial services experience preferred.
  • Successful completion of required cross-training and demonstrated proficiency in assigned functional queues.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Strong attention to detail and organizational skills.
  • Working knowledge of Microsoft Office products, including Excel, Word, and Outlook.
  • Understanding of banking regulations and operational risk controls.

Nice To Haves

  • completion of college-level coursework preferred or related banking operations experience.
  • Experience with FIS IBS Insight or similar core banking platforms, customer account systems, transaction processing platforms, or case/ticketing systems preferred.

Responsibilities

  • Serve as a primary point of contact for operational inquiries and requests.
  • Respond to service requests received from Retail, Relationship managers, and internal departments.
  • Research and resolve customer account issues in a timely manner.
  • Assist with deposit account support, maintenance requests, and general operational inquiries.
  • Coordinate with Treasury Management, Commercial Account Services, Retail Banking, and internal departments to resolve complex issues.
  • Process and review maintenance, including address changes, signer changes, account restrictions, stop payments, debit cards and other account updates.
  • Review supporting documentation for completeness and accuracy prior to processing.
  • Perform customer and account maintenance within core banking and ancillary systems.
  • Monitor maintenance reports and verify authorized changes are processed accurately.
  • Maintain records and supporting documentation in accordance with bank policies and procedures.
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