Deposit Services Specialist II

Description

Responsible for various deposit processing tasks and ensures work quality objectives are met as determined by leadership. Performs research and applicable reporting to resolve issues, ensure compliance and proper completion of transactions. Reviews and processes outgoing and incoming wires through Wire Xchange. Completes maintenance requests, verification of accounts and completed maintenance for accuracy, appropriate documentation, and completeness. When needed will follow up with appropriate bank personnel to obtain necessary documentation.

In addition, this position completes tax identification matching with the IRS, monitors reporting and account documentation to ensure proper tax reporting, performs as the bank’s Overdraft Coordinator, and processes legal requests received on behalf of the bank ensuring compliance and timely completion. Completes other duties as assigned.

Requirements

SKILLS, KNOWLEDGE AND/OR ABILITIES

• Detail-oriented individual
• Excellent interpersonal skills
• Excellent organizational skills
• Self-disciplined with the ability to work independently
• High level of professionalism and customer service experience
• Deep knowledge of Bank’s products, services, and processes
• Knowledge of Bank policies and procedures in regards to deposit operations
• Problem solving skills and ability to troubleshoot technical issues
• Analytical thinker
• Ability to multi-task, prioritize, and remain flexible
• Ability to meet established deadlines
• Ability to maintain confidentiality

EDUCATION, TRAINING AND/OR EXPERIENCE

• High School diploma or GED equivalent required
• Two-year banking experience preferred