Deposit Services Specialist

Division: Bank Operations

Department: Deposit Services

Reports to: Deposit Operations Manager I

Status: Non-Exempt

Grade: 5

Salary Range: $20.00 - $27.13

Location: Lincoln, RI

Reporting to Deposit Operations Team Manager, the Deposit Operations Deposit Specialist I will be a specialist who is responsible for the execution of BAU functions performed by themselves within their respective team. The Deposit Specialist I will perform regular day‑to‑day activities. Activities and functions may include but are not limited to: processing transactions and/or maintenance requests, executing financial and/or operational controls, user testing, release management, and workflow review.

The Deposit Specialist I will play a key role based on their knowledge and experience supporting the team and other business lines.

• Perform expected day‑to‑day activities.
• Handle activities and functions, exceptions, and elevate situations based on their knowledge and experience.
• Communicate business, functional, and data requirements related to processes.
• Provide training to other team specialists on existing or new functionalities.
• Assist in the development of appropriate test plans/scripts and the subsequent testing of projects and releases.
• Review and advise on operational process flows, procedures, and other training materials as well as keep documentation up to date.
• Assist in the gathering of evidence for audit and exam requirements.
• Assist in issue management – issue identification, impact assessment, and remediation efforts.
• Be aware of regulatory requirements related to team processes and functions; assist in control updates to maintain compliance.
• Serve as liaison to other teams within the department as well as other business lines based on functional knowledge.
• Require up to 10% travel.

• Two (2) or more years’ experience in Bank Deposit Operations.
• Strong problem solving and issue management skills.
• Strong writing and presentation skills.
• Detail‑oriented with strong planning skills and consistent follow‑through.
• Ability to train peers on daily functions.
• Able to successfully balance conflicting priorities.
• Intermediate knowledge of Microsoft Office, including proficiency in data manipulation (Excel, Access, etc.).
• Highly self‑motivated and directed, as well as a team contributor.

• Perform required research and actions on all garnishments and other legal requests served upon the bank(s).
• Process requests including statement research, account adjustments, tax form reprints, incoming returns, etc. received by internal and external parties.
• Perform annual TIN compliance tasks.
• Review reports and process necessary maintenance for Bank functions as necessary within Deposit Operations.

• Consistently demonstrate behaviors associated with Beacon Bank’s Core Four values: adaptability, accountability, leadership, and teamwork.

Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.