Deposit Services Specialist - Danbury
Union Savings Bank•Danbury, CT
•Onsite
About The Position
The Deposit Services Specialist provides operational support, with an emphasis on CIS-related functions including, but not limited to, new and updated deposit account and safe deposit review, return mail address changes, and monitoring of the Customer Source mailbox. In addition, this position ensures timely and accurate balancing of the Bank's net settlement and completes operational functions including, but not limited to, commercial customer transaction processing, HSA funding, and RVM maintenance.
Requirements
- Operational support experience
- CIS-related functions including new and updated deposit account and safe deposit review
- Return mail address changes
- Monitoring of the Customer Source mailbox
- Timely and accurate balancing of the Bank's net settlement
- Commercial customer transaction processing
- HSA funding
- RVM maintenance
- Customer tax identification number changes
- Record retention of deposit account documentation
- Correspondence with branch staff
- Safe deposit box records review
- Check adjustment requests research and response
- Outgoing check adjustments coordination
- Report maintenance
- Deposit account verifications assistance
- Social Security Administration verifications assistance
Responsibilities
- Daily review of new and updated deposit account documentation.
- Create address change workflows for all return mail notices.
- Daily review of customer tax identification number changes.
- Ongoing monitoring of the Customer Source mailbox.
- Ensure accurate record retention of deposit account documentation.
- Correspondence with branch staff, as needed, to ensure timely resolution of documentation errors.
- Review all safe deposit box records, including documentation pertaining to new and amended boxes.
- Perform daily balancing of the Bank's net settlement.
- Research and respond to all incoming check adjustment requests, and coordinate with the Operations Help Desk Specialist on all outgoing check adjustments.
- Maintain all applicable reports as necessary.
- Perform daily processing of commercial customer deposits.
- Process weekly HSA funding.
- Daily RVM maintenance
- Provide ongoing support to the Operations Help Desk area.
- Provide ongoing assistance with deposit account verifications.
- Provide ongoing assistance with Social Security Administration verifications.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
