Deposit Specialist

Neighbors Bank

18h•Remote

About The Position

At Neighbors Bank, we know that building a healthy, innovative financial institution takes more than smart products – it takes strong processes, careful oversight, and an unwavering commitment to customer experience. That’s where you come in. We’re looking for a detail-driven, customer-focused professional to join our Risk Management team as a Deposit Specialist. In this role, you’ll blend service, analysis, and compliance – helping our customers succeed while ensuring the integrity and security of our deposit operations. If you’re someone who loves solving problems, spotting inconsistencies before they become issues, and providing exceptional customer care, we’d love to talk.

Requirements

1+ year(s) of banking or financial services experience.
Proficiency in Excel and basic computer technologies.

Nice To Haves

Stay exceptionally organized - managing account details, documentation, and customer requests with accuracy and care.
Solve problems with curiosity - digging into discrepancies or unusual activity until you find clear, data-backed answers.
Work independently - self-driven and dependable, able to prioritize tasks and deliver results with minimal supervision.
Communicate with empathy and clarity - turning complex banking processes into simple, reassuring experiences for customers and teammates alike, and de-escalate customer concerns effectively.
Adapt quickly – learn and understand bank policies, procedures, and regulatory requirements, along with banking and online account opening platforms to comfortably navigate multiple systems while assisting customers.
Curiosity and a willingness to evolve.
Actively look for ways to use new tools and technology (including AI) to improve how they work and the results they produce over time.

Responsibilities

Deliver outstanding customer service through accurate transaction processing, thoughtful account maintenance support, and timely resolution of discrepancies or disputes
Monitor online deposit accounts by reviewing documentation and account activity for potential fraud while ensuring compliance with banking policies, procedures, and regulatory requirements.
Conduct deposit reviews and audits, analyze data and produce clear, actionable reports.
Perform third-party vendor due diligence to ensure partners meet our standards for security, compliance, and reliability.
Act as a bridge between teams, collaborating with the Contact Center and internal departments to resolve issues and streamline communication.
Keep policies current through ongoing updates to account disclosures and bank procedures to align with evolving laws and regulations.