Deposit Services Specialist I
About The Position
Reporting to Deposit Operations Team Manager, the Deposit Operations Deposit Specialist I will be a specialist, who is responsible for the execution of BAU functions performed by themselves within their respective team. The Deposit Specialist I will perform regular day to day activities. Activities and functions may include but not limited to: processing transactions and/or maintenance requests, executing financial and/or operational controls, user testing, release management, and workflow review. The Deposit Specialist I will play a key role based on their knowledge and experience supporting the team and other business lines.
Requirements
- 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
- Ability 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
- Consistently demonstrate behaviors associated with Beacon Bank’s Core Four values: adaptability, accountability, leadership, and teamwork.
Responsibilities
- Perform expected day-to-day activities
- Be able to handle activities and functions, exceptions, and escalate situations based on their knowledge and experience
- Be able to communicate business, functional and data requirements related to processes
- Provide training to other team specialists on existing or new functionalities
- Assist in the development of appropriate test plans/scripts and then subsequent testing of projects and releases
- Review and advise on operational process flows, procedures and other training materials as well as keeping documentation up to date
- Assist in the gathering of evidence for audit and exam requirements
- Assist in issue management – issue identification, impact assessment, and remediation efforts
- 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
- 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.
- Perform annual TIN compliance tasks
- Review reports and process necessary maintenance for Bank functions as necessary within Deposit Operations
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
