Deposit Services Specialist - Operations Center
About The Position
Assist the Deposit Operations Manager and Work leader with maintaining the everyday deposit operations of the bank. Provide solutions to operational needs of the bank including Executive Management, Officers, and other bank employees. Also includes verifying daily work from Retail Bankers, Customer Contact Center, iTeller and Loan Assistants at all banking locations. Other daily duties include balancing general ledger accounts, working online account openings and deceased customer reports bank wide. The incumbent will also aid and specialize in the assistance with OnBoard Deposit and OnBoard Tax Favored Account questions and issues. This also includes communicating with coworkers and customers on IRA openings and other IRA activities including completing all paperwork necessary. Also work with levies, verification of accounts, garnishments, subpoenas, and restitution as needed. Also assist in account verifications from state treasurers and auditors as requested.
Requirements
- Education: High school, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc.
- Experience General: 2 years related experience and/or training.
Responsibilities
- Provide solutions to Retail Bankers, Customer Contact Center Representatives, Treasury Management, Loan Assistants and iTellers when they need assistance with deposit compliance, Xperience, OnBoard Deposits, OnBoard Tax Favored Account, FI Management, ESI Management, Harland Clarke, RSA Multifactor, 4Sight, Synergy, Online Account Opening, Internet Banking or Navigator.
- Discuss IRA accounts with customers via phone, chat or virtually. This includes completing any necessary paperwork for the customer and submitting documentation for transfers, rollovers or other IRA transactions as requested. This also includes calculating RMD amounts.
- Assist in verifying and checking daily work from Retail Bankers, Customer Contact Representatives, Treasury Management, iTellers and Loan Assistants through document imaging system and Synergy reports.
- Assist in printing, balancing, and keying CD and IRA interest checks as well as IRA distribution and Christmas Club checks.
- Assist in processing online accounts through our online account opening software.
- Balance general ledger accounts associated with deposit operations such as CD Settlement and CD Unposted.
- Provide coaching to the Retail Bankers, Treasury Management, Customer Contact Center, iTellers and Loan Assistants as needed.
- Attend training webinars and seminars as needed to stay up to date on deposit and IRA compliance issues.
- Assist in processing garnishments, levies, verification of funds, restitution, and subpoenas as received. This involves communication with detectives, FBI, lawyers and other forms of law enforcement.
- Provide support to Executive Management and Officers of the bank as required.
- Understand and provide customer and employee support with all tax reports we send out such as 5498, 5498SA, 5498ESA, 1099R, 1099INT, Fair Market Value Letters, Required Minimum Distribution Letters and IRA Withholding Notices.
- Assist in indexing images in Synergy Capture and reviewing images in Synergy Document Tracking.
- Utilize the following programs or websites to assist with daily duties: ShareFile, Synergy, Synapsys, Xperience, Authorize.Net, FI Management, ESI Management, Microsoft Teams, Excel, Word, OneDrive, Service Desk Plus, HSA Stuff, IRA Stuff, ChexSystems, Jack Henry Portal, 4sight, eSign Client and eSign Adobe.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
