Purpose: The Deposit Services Specialist I is responsible for ensuring the accuracy, integrity, and timeliness of deposit account requests while supporting core Deposit Servicing functions. This role evaluates and processes account-level changes, monitors transactions, researches discrepancies, and ensures compliance with banking policies and procedures. The Specialist also provides customer support and assists in key operational workflows.
Essential Functions:
Process customer and account data changes into the bank's core and ancillary systems while ensuring accuracy and completeness. This includes but is not limited to account level transactions, changes, closures, and monitoring.
Manage a high volume of requests from various mediums with the appropriate prioritization.
Review and completion of research and adjustments
Provide support to the Retail Bank staff and Customer Contact Center, responding to inquiries about deposit operations and account adjustments.
Process daily transactions and reconciliations as needed
Support other Deposit Operations functions as needed
Assist in departmental projects and workflow optimization to improve efficiency and regulatory compliance.
Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal and external customers, associates, and stakeholders. Incorporate the high-performance behaviors of teamwork, leading by example, and service in every facet of work.
Job Related Qualifications:
Required:
High School Diploma or Equivalent
1+ years in data entry, customer service, or banking operations
Competencies:
Strong keying skills with a high level of attention to detail to ensure accuracy.
Excellent organizational skills with the ability to manage multiple priorities and meet deadlines.
Dependable in meeting attendance requirements and schedules established for the department.
Responds to requests for information in a timely and professional manner.
Proficient in Microsoft applications and adaptable to new banking software systems.
Physical Requirements:
Able to regularly sit for prolonged periods of time.
Able to regularly stand for prolonged periods of time.
Able to lift [number of pounds] lbs.
Extensive computer usage is required.
Benefits:
Medical, Dental, and Vision Insurance
Health Savings Account
Flexible Spending Account(s)
Company Paid Life Insurance, Long-Term Disability, and Short-Term Disability
This job description is not exhaustive. The Deposit Services Specialist I may be required to perform other duties as assigned. The expected rate of pay for this position is shown above. Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.
Numbers & Facts
Location
NY
Skills
Banking Operationsunmatched
Banking Servicesunmatched
Call Centersunmatched
Customer Support/Serviceunmatched
Customer/Client Researchunmatched
Data Entryunmatched
Dental Insuranceunmatched
Detail Orientedunmatched
Diseaseunmatched
Establish Prioritiesunmatched
Flexible Spending Accountsunmatched
High School Diplomaunmatched
Hospitalunmatched
Life Insuranceunmatched
Maintain Complianceunmatched
Multitaskingunmatched
Operational Supportunmatched
Organizational Skillsunmatched
Reconciliationunmatched
Regulatory Complianceunmatched
Reimbursementunmatched
Request for Information (RFI)unmatched
Retail Bankingunmatched
Schedule Developmentunmatched
Team Playerunmatched
Time Managementunmatched
Transaction Processing/Managementunmatched
Vision Planunmatched
🎯
Be found by employers
5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.