Deposit Services Specialist
Listed on 2025-12-16
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Administrative/Clerical
Business Administration, Office Administrator/ Coordinator -
Finance & Banking
Business Administration, Office Administrator/ Coordinator
Deposit Services Specialist I – Primis Bank
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Position Summary:
This position is responsible for performing operational functions related to Deposit Services.
- Provide daily support for Deposit Services’ functions including new account and file maintenance review, legal orders, IRA, ICSS, and CDARS, and other departmental tasks.
- Participate in team tasks, including but not limited to payments, exchange maintenance, deposit verifications, term change requests, 5498/1099 corrections, address changes, rate exceptions, dormant reactivations, deposit maintenance requests, hunt group calls, and assisting with all other Deposit Services inquiries.
- Proficiency in daily support tasks for Deposit Services’ functions, as listed above.
- Regular, reliable, and predictable attendance.
- Provide support for audit requests.
- Provide backup support for teammates when needed.
- Assist with the development and implementation of necessary training and operational support programs for the Bank and individual departmental units, including new employees.
- Assist with corporate and departmental projects.
- Assist with gathering, analyzing, and providing recommendations related to audit documentation, copies and reports as requested.
- Maintain strict confidentiality of all customer records and personal information. This includes shredding unnecessary documentation and locking/securing work area each day before leaving.
- Stay current in knowledge of software, bank products, rates and regulatory requirements.
- Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices.
- All other duties as assigned.
- High School diploma or equivalent
- Deposit Services Experience
- Proficiency on minimum of 1 operational function within the Deposit Services Area
- High degree of detail orientation
- Strong organizational skills
- Ability to work independently with minimal supervision
Ability to work effectively under stress with high work volume and tight deadlines - Professional and effective verbal and written communications
- Proficient with MS Office products and departmental systems
In terms of an 8‑hour workday, “occasional” equals 1% to 33%, “frequent” equals 34% to 66% and “continuous” equals 67% to 100%. Some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense.
- Continuous remaining in a stationary position, particularly, but not limited to, at a desktop computer
- Continuous visual review of bank documents
- Frequent high stress periods of high-volume work with tight deadlines
- Continuous repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer use
- Continuous communication: verbal and written, in person, phone and electronic
- Office environment with occasional travel to market center locations.
- Low to moderate noise levels
Entry level
Employment TypeFull‑time
Job FunctionOther
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