Deposit Operations Specialist
Listed on 2026-09-09
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Finance & Banking
Banking Operations
We have an exciting opportunity to join our Deposit Operations team! We're looking for a detail-oriented, organized, and dependable professional who enjoys working with research, documentation, reporting, and the operational processes that keep a bank running smoothly. In this role, you'll gain exposure to a wide range of deposit operations functions, including account maintenance, customer and account review, regulatory processes, operational reporting, and audit support.
If you take pride in accuracy, enjoy problem-solving, communicate effectively, and thrive in a collaborative environment where teamwork and cross-training are valued, we'd love to hear from you. Join a community-focused bank where your contributions help support exceptional service for our customers and communities every day.
The Deposit Operations Specialist performs a variety of Deposit Operations functions, including report review, account and customer research, account verifications, file maintenance, and operational support. This role helps ensure daily and periodic processes are completed accurately and on time, supports department continuity through cross-training and backup coverage, and maintains reliable documentation and audit trails.
Primary Accountabilities- Perform account and customer review, including account changes, file maintenance, customer profile review, and tax certification review.
- Review incoming faxes and route them to appropriate staff to ensure timely completion.
- Review and balance assigned operational reports, including account changes, customer changes, supervisor override, dormant, teller transaction, and other control reports.
- Support legal, regulatory, and verification processes, including AVS and SSA asset verification, Verification of Deposit, , and dormant account activity.
- Print daily automated documentation such as club checks, interest checks, printed letters, and related annual or periodic tasks.
- Complete general research, mailing support, year-end tasks, and recurring operational or compliance reporting.
- Maintain accurate records, logs, supporting documentation, and audit trails in accordance with procedures, internal controls, regulatory expectations, and retention requirements.
- Identify and elevate exceptions, discrepancies, balancing differences, documentation gaps, customer-impacting issues, and system or vendor-related concerns.
- Provide backup support, participate in cross-training, and perform other Deposit Operations duties as assigned.
- Other duties as assigned.
- Knowledge of deposit accounts, account maintenance, documentation review, exception processing, legal processing, reconciliations, tax reporting, or related banking functions preferred.
- Strong attention to detail, organization, accuracy, follow-through, research, problem-solving, communication, and customer service skills required.
- Ability to follow procedures, maintain internal controls, meet deadlines, elevate issues appropriately, and protect confidential customer and bank information is essential.
- Proficiency with Microsoft Office, core banking systems, imaging systems, vendor platforms, and other Deposit Operations applications required.
- Ability to learn new systems and support cross-training needs is a must.
- High school diploma or equivalent required.
- 1-3 years banking experience required.
We are Uni Bank, a team of civic-minded financial professionals and all-around great people working together to enrich people, businesses and municipalities across New England. We don't abide by the doctrine of big, national banks. What we believe is different. What we believe is unique. We believe in our community. And we believe in the people who live here. We believe in committing time and financial support to local nonprofits.
We believe in finding innovative solutions for affordable housing, community development and independent business. And yet, we are bankers. We are a mutual bank, owned by its customers, dedicated to local service. We are technology leaders. Since launching our first online payment platform in 2003, we've never stopped delivering the most effective technology to our customers. We are a unique blend of consumer, civic and business banking with more than 150 years of history.
We are an exception to the rule.
We are unique. Unique to people. Unique to business. Unique to local government.
We are Uni Bank. Bank Different. Bank Unique.This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements.
Uni Bank is committed to fair, competitive, and market-informed pay for our employees. The estimated base hourly rate for this position is $20.00/hr to $24.00/hr final offer will be determined…
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