Specialist - Deposit Operations 1

TDECUPost Oak, MO

About The Position

The Deposit Operations Specialist 1 is responsible for the monitoring and executions of Deposit Account Maintenance, Member Research and Support, Legal and Compliance Processing. This positions works under close supervision with the department Supervisor and Settlement Services Manager to ensure the daily operations of deposit account maintenance, member support and compliance requirements of deposit and IRA accounts are accurately completed

Requirements

  • High School diploma or equivalent is required
  • 0-1 years of experience working in a financial institution preferred
  • Back Office Banking Operations experience preferred
  • Experience in data entry and analytics
  • Basic Accounting and IRA processing skills
  • Member Service Centric and empathetic to Member needs
  • Demonstrates ability to prioritize and balance multiple tasks simultaneously
  • Strong organization and time management skills
  • Conveys ideas efficiently in both written and verbal communications.
  • Consistently demonstrated ownership and accountability
  • Critical thinking and decision making skills
  • Strong working knowledge of Microsoft Office Suite Software
  • Easily adapts to change
  • Ability to perform job functions accurately and with strong attention to detail
  • Ability to work extended hours
  • Demonstrates ability to handle and maintain confidential information in a sensitive manner

Nice To Haves

  • Associates or Bachelor’s Degree preferred
  • Preferred experience in deposit compliance, legal, deceased, IRA operations and IRS processing.

Responsibilities

  • Deposit Account Maintenance (IRA, Deceased, CD Maintenance)
  • Legal and Compliance Support (Leins, Escheatment, Subpeonas)
  • Member Correspondence (Speaking with members/Member Families)
  • Member Research (SSI, Prism tickets, Account Research)
  • Member Care and Branch Support (Call center for internal departments)

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

1-10 employees

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