Deposit Servicing Associate II (Hybrid)

Direct Federal Credit Union•Needham, MA

3d•Hybrid

About The Position

Direct Federal Credit Union is seeking a detail-oriented, organized, proactive, collaborative, and customer-focused Deposit Servicing Associate. The role supports the organization’s purpose in Deposit Servicing: accurate and timely processing of member transactions, maintaining compliance, and delivering exceptional service that builds trust and supports members’ financial well-being. The associate processes and reconciles member transactions, maintains and audits IRA and Term Share Account records, supports Visa and debit card servicing, and researches transaction discrepancies and member inquiries. The position also involves participating in team huddles, training, and continuous improvement initiatives. The role is hybrid, with a virtual-first work environment.

Requirements

High school diploma required.
Minimum one year of experience in deposit servicing or a related financial services role.
Strong attention to detail and organizational skills.
Ability to work independently and manage multiple priorities.
Proficiency in Microsoft Office Suite and internal systems.
Demonstrated competencies in teamwork, member/customer focus, interpersonal skills, accountability, flexibility, self-starting, and appreciating others.

Nice To Haves

College degree preferred.

Responsibilities

Process and reconcile member transactions, including ACH, wire transfers, and check items.
Maintain and audit IRA and Term Share Account records, including distributions and death claims.
Support Visa and debit card servicing, including loan setups, fraud reporting, and inventory monitoring.
Research and resolve transaction discrepancies and member inquiries.
Participate in team huddles, training, and continuous improvement initiatives.