Deposit Services Specialist

Blaze Credit Union•Falcon Heights, MN

3d•$25 - $30

About The Position

This position provides timely and accurate deposit process and procedural support, with a friendly and positive attitude, to internal and external customers both verbally and in writing. The Deposit Services Specialist is responsible for death claims, retirement account processing, account research, quality assurance, legal account processing, verifications of deposit, handling daily mail requests, and servicing employee accounts. Serves as a primary backup for one or more key department functions.

Requirements

High School degree or equivalent
Minimum 1-2 years of similar or related experience
Microsoft Office
Ability to: Have strong detail orientation and organizational skills
Perform complex mathematical calculations
Understand banking computer systems
Problem solve
Multitask and manage conflicting priorities
Be flexible to meet changing needs of the organization
Excellent communication skills (written and/or oral); courtesy and tact are essential elements of the job; ability to proactively respond to members/staff to problem solve based on guidelines; written communications are based on templates but can be modified
Ability to sit and stand; answer calls; operate a computer; interact with internal staff and members on the phone; travel to designated offices and lift up to 20 lbs.
Weekly schedule will include a Saturday rotation

Nice To Haves

Financial industry experience desired

Responsibilities

Receive and respond to member and associate requests to resolve deposit account questions and issues in a timely and effective manner
Perform various account maintenance functions via mail and email, including updating member contact information
Complete sample auditing on account maintenance and activity, report findings and corrections with management and associates
Process death claims and work directly with survivors of accounts with deceased owners
Review and support retirement account processing, including RMDs and verification of forms
Monitor and complete quality assurance reports
Perform account research and fulfill verification of deposit requests
Process levies, garnishments, subpoenas and search warrants/summons within required timeframes
Review business documents to determine eligibility is met for account opening
Assist associates with problem research and resolution, communicating in a professional manner with a clear emphasis on providing quality support
Open new employee accounts, perform account maintenance, and service employee accounts
Provide support with Safe Deposit Boxes, including routine audits
Identify inefficiencies to improve operations
Manage complex or difficult member situations and respond effectively under pressure
Remain current in on all core system enhancements and attends training as required
Perform other department duties as assigned including, but not limited to, training, procedure review/revision and audit documentation gathering
Comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Regular and predictable attendance
Exhibit Blaze’s Core Value’s: Better Lives, Thoughtfully Compassionate, Minnesota’s Best, and Give Back
Perform other duties as assigned to support effective department operation