Deposit Operations Associate Ii

Overview

• Support deposit servicing needs with intermediate to advanced understanding of deposit products and industry experience.
• Contribute to process improvement and team objectives while ensuring excellent customer service.
• Interact with internal customers using strong communication and diplomacy skills.
• Perform deposit maintenance and quality assurance functions adhering to compliance standards.
• Handle sensitive information with professionalism and confidentiality.
• Adapt to changing procedures and systems while maintaining high-quality service.
• Participate in assigned projects and production year-end regulatory tax reporting.
• Ensure daily production goals are met and maintain quality standards.
• Manage incoming and outgoing mail and process legal documents accurately.

Key Responsibilities & Duties

• Respond to inquiries within established policies and service level agreements.
• Perform intermediate to advanced deposit maintenance and exception item processing.
• Ensure compliance with dual control standards and regulatory requirements.
• Provide quality customer service by answering calls and resolving inquiries.
• Participate in quality control reviews and ensure document accuracy before archiving.
• Identify risks and escalate concerns through proper channels.
• Research and approve complex transactions and reconcile deposit accounts.
• Develop and maintain knowledge of bank products and services.
• Support teammates and contribute to team success.

Job Requirements

• High School Diploma or equivalent required; minimum 2 years deposit servicing experience or 3 years operations experience.
• Intermediate experience with MS Office Suite and deposit operations processes.
• Strong attention to detail, accuracy, and ability to prioritize tasks effectively.
• Excellent oral and written communication skills with a customer-focused approach.
• Flexible and adaptable to changing procedures and systems.
• Ability to handle multiple assignments and meet deadlines.
• Knowledge of debits, credits, and general ledger entries.
• Experience with imaging deposit and loan documents and processing legal documents.
• Commitment to professionalism and confidentiality in handling sensitive information.