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Deposit Services Specialist - Danbury

Union Savings Bank

Danbury, CTFull-timeSeen 2 days agoSeen in employer's feed 2 days ago

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At a glance

Compensation
No compensation found
Location
Danbury, CT
Schedule
Full-time
Work Authorization
Not specified

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Job overview

The Deposit Services Specialist provides operational support for deposit services, including reviewing deposit and safe deposit documentation, managing return-mail address changes, and monitoring the Customer Source mailbox. The role also balances net settlement, processes commercial customer deposits and HSA funding, maintains RVM records, and supports verification and Operations Help Desk functions. It is based at Union Savings Bank’s Danbury headquarters and is full-time at 37.5 hours per week.

Skills & qualifications

RequiredNice to have

Skills

Customer ServiceBranch BankingBank Operations

Qualifications

1+ Year Customer Service Experience1+ Year Branch Banking Experience1+ Year Bank Operations Experience

Full job description

Description

The Deposit Services Specialist provides operational support, with an emphasis on CIS-related functions including, but not limited to, new and updated deposit account and safe deposit review, return mail address changes, and monitoring of the Customer Source mailbox. In addition, this position ensures timely and accurate balancing of the Bank's net settlement and completes operational functions including, but not limited to, commercial customer transaction processing, HSA funding, and RVM maintenance.

CIS Responsibilities

  • Daily review of new and updated deposit account documentation.

  • Create address change workflows for all return mail notices.

  • Daily review of customer tax identification number changes.

  • Ongoing monitoring of the Customer Source mailbox.

  • Ensure accurate record retention of deposit account documentation.

  • Correspondence with branch staff, as needed, to ensure timely resolution of documentation errors.

  • Review all safe deposit box records, including documentation pertaining to new and amended boxes.

Net Settlement Duties

  • Perform daily balancing of the Bank's net settlement.

  • Research and respond to all incoming check adjustment requests, and coordinate with the Operations Help Desk Specialist on all outgoing check adjustments.

  • Maintain all applicable reports as necessary.

Ongoing Responsibilities

  • Perform daily processing of commercial customer deposits.

  • Process weekly HSA funding.

  • Daily RVM maintenance

  • Provide ongoing support to the Operations Help Desk area.

  • Provide ongoing assistance with deposit account verifications.

  • Provide ongoing assistance with Social Security Administration verifications.

This position is based out of our Danbury Headquarters office located at 225 Main St. Danbury, CT

Full-Time; 37.50 hours per week

Qualifications

Experience

Required

  • 1-2 year: Customer Service Experience

  • 1-2 year: Branch Banking Experience

Preferred

  • 1-2 year: Bank Operations Experience

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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