Deposit Specialist – Fully Remote Position
Cape Coral, Lee County, Florida, 33904, USA
Listed on 2026-06-19
-
Finance & Banking
Banking Operations, Bank Customer Service
Remote – United States | Compliance & Risk | Neighbors Bank
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.
What You’ll Do- 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.
We’re not just searching for someone to complete tasks – we’re looking for someone who finds satisfaction in accuracy, loves organizing information, and takes pride in building trusted banking relationships.
While this role is part of a collaborative team, know up front that the day-to-day work is highly independent and best suited for someone who enjoys working autonomously.
Success in this role depends heavily on your ability to work independently
, understand your own responsibilities, and stay productive without ongoing collaboration.
Minimum Requirements:
- 1 year(s) of banking or financial services experience.
- Proficiency in Excel and basic computer technologies.
- 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.
Neighbors Bank is actively hiring candidates who reside in
only
the following states
: AL, AZ, AR, FL, GA (all counties except DeKalb and Fulton), , IN, IA, KS, MS, MO, MT, OK, SC, TX, UT, and VA.
Unfortunately, we cannot consider any exceptions to this location requirement.
Why You’ll Love Working at Neighbors BankInnovative, Meaningful Work:You’ll join a team that values collaboration, personality, and excellence while supporting a bank that’s always evolving.
Award-Winning Remote Culture: We’ve been recognized as one of the Top Workplaces in Financial Services
and we’re proud to keep that momentum going.
Remote Flexibility:Work from any of our hiring states, from the comfort of your home, while staying connected with a supportive and engaged team.
Compensation & Benefits:Competitive pay ($24/hr.) plus a full suite of benefits: health and dental coverage, 401(k) match, PTO, paid holidays, wellness program, monthly WFH reimbursement, and more.
A Quick NoteThis role isn’t for you if you prefer to stick to routine or shy away from…
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