Deposit Processing Specialist I

Job Description

Job Description

Location: Onsite to start (Greenfield) with hybrid schedule after initial training period

JOB SUMMARY:

Completes a variety of detail oriented and auditable daily activities while supporting the bank’s mission statement in a close, team-based environment.

Core Competencies:

•Perform basic customer transactions and inquiries through Cleartouch, CRM, and other systems utilized

•Perform basic navigation of all systems utilized

•Basic understanding of operational risk and adherence to risk mitigation processes

•Basic understanding of fraud detection and prevention strategies

•Understand and adhere to all GSB policies

•Provide exceptional customer experience to both internal and external customers

•Contribute to a positive workplace atmosphere

•Perform basic written procedural updates

•Professional communication with customers, both internal and external, via all channels (Face to face, Phone, Teams, CRM, and email)

DUTIES (ESSENTIAL FUNCTIONS):

• Verification of maintenance on customer profiles, deposit accounts, savings accounts, and IRAs performed by branch staff which include:
  • Fund Availability Notices
  • End of year tax forms (5498 & 1099)
  • IRA Statements Distribution
  • Review of all IRA account monetary transactions to ensure they are processed properly and coded correctly
  • Verify that all IRA plan and account setup was completed accurately
• Review of all new deposit and IRA account opening performed by branch staff
• Perform IOLTA balancing and monthly reporting
• Perform various maintenance on customer profiles, deposit accounts, savings accounts, and IRAs which include:
  • Invalid/Duplicate TINs
  • W-8 BEN Accounts
  • Complete various IRA plan and account maintenance
• Initiate, follow, and complete workflows within CRM and eSign programs
• Preparation of time sensitive mailings
• Participate in IRA training and working groups
• Perform backup for various staff within Operations.
• Perform other similar duties as requested by the Deposit Processing Supervisor, Deposit Operations Manager, or Operations Officer

Physical Demands of Position:

Ability to operate in a situation requiring the attainment of set limits, accuracies, tolerance, and standards. Ability to perform a variety of duties, often changing from one task to another of a different nature without loss of efficiency or composure. Ability to keyboard for extended periods. Minor lifting is required of objects up to 30 pounds. Ability to tolerate moderate levels of noise, intensity in a traditional office setting.

JOB SKILLS/QUALIFICATIONS/REQUIREMENTS:

• Accuracy and attention to detail
• 3-5 years of Teller/Customer Service experience
• Excellent communication skills-verbal & written
• Experience using Microsoft Word/Excel/Outlook
• Basic accounting knowledge
• Relevant GSBU or external training courses on covered topics
• Ability to identify and mitigate operational risk

Greenfield Savings Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity and/or expression, national origin, disability status, protected veteran status, age, marital status, or any other protected class.