Description

SUMMARY

The Deposit Services Support Specialist II is responsible for the accurate and timely processing of assigned tasks related to the Deposit Services area. This position operates in a fast-paced environment with several processing time frames, compliance regulations, and daily deadlines. This position is also responsible for supporting team members in the Banking Centers that are assisting clients with inquiries and issues.

The Deposit Services Support Specialist II performs complex, non-routine operational tasks, including reconciliations, regulatory support, and exception handling, reflecting expanded scope and autonomy beyond Level I while remaining subject to established procedures and management review.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Perform a variety of maintenance on deposit accounts, (i.e. title changes, name and address changes, rate changes, PRA, Linked Transfer, etc.); perform all necessary steps to complete change accurately, submit maintenance offsets for review, and maintain an acceptable error ratio.
Responsible for monitoring signed Stop Payment letters in accordance with UCC guidelines.
Assist with tax levy, and summons processing in accordance with established state and federal procedures and research and resolve outstanding items.
Assists with the maintenance of Retirement Database.
Download retirement accounts daily, review for maintenance reports and account for offsets, verify offset to report, research discrepancies and errors, determine appropriate steps for correction, and submit corrections for processing.
Reviews and completes new plan setup, reviews contributions and distributions, verifies accuracy of all information, identifies corrections, and submits for processing
Contact branch personnel for missing or incomplete retirement documentation
Assist customers and branch personal with complex inquires and death distributions.
Maintain proficient knowledge of all applicable banking rules and regulations; complete all internal Company training as assigned and required.
Exhibit ability and desire to embrace and enhance the Charlesbridge culture.
Adhere to the Company’s privacy and data security policies including but not limited to safeguarding sensitive information and complying with relevant regulations to protect non-public information.

SECONDARY/ RESPONSIBILITIES

Proactively cross-train in areas of the department as directed.

SUPERVISORY RESPONSIBILITIES

None

Consider this description to be the foundation of your job, not its boundaries. Expect to participate in internal and external training sessions and activities not described here which enhance the quality of service to the client.

Requirements

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

High school diploma or general education degree (GED)
24 months relevant work experience in Banking Operations or Deposit Services
Demonstrate solid working knowledge of deposit regulations, tax levies and legal processing.
Exposure to legal, regulatory, or high-risk operational tasks under review
Familiarity with FIS Contact Center SRM and CMSE is preferred.

SKILLS

Ability to effectively interact with both internal and external customers.
Demonstrate initiative and resourcefulness.
Knowledge of general banking regulations.
Proficiency with Microsoft Word, Excel, Database, and PowerPoint.
Excellent analytical, confidentiality, multi-tasking, time management, and interpersonal skills.
Proficient organizational skills, with the ability to handle multiple, overlapping, and potentially conflicting priorities.
Possess proficient analytical, problem-solving, and decision-making skills.
Strong written and presentation skills.
Extreme attention to detail.
Excellent organizational skills.
Acumen for problem-solving.
Basic knowledge of the banking and financial services industry including federal laws and regulations
Willingness to gain new knowledge and technical skills.
Intermediate typing skills to meet the production needs of the position.
Intermediate math skills: the ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply, and divide into all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors; compute rate, ratio, and percent, including the drafting and interpretation of bar graphs.
Exceptional verbal, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, read, analyze, and interpret documents and professional journals, understand procedures, write reports, correspondence, and procedures, speak clearly to customers and employees.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand, walk; use sufficient hand, arm and finger dexterity or feel objects, tools, or controls. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

KEY POINTS

For those seeking to deliver the latest financial solutions rooted in trustworthy, high-quality service, Charlesbridge, a mutual bank holding company, provides operational support, resources, legacy, and innovative thinking to financial institutions so they can deliver a suite of flexible, personalized solutions designed to meet the evolving needs of our clients and our communities. Our local roots, dedication to the communities we serve, loyalty to our people, and commitment to excellence ensure that we remain a trusted partner in an ever-evolving financial journey, today and tomorrow. While our employees are committed to helping our clients, we are committed to our employees. To support our employees, we offer a competitive benefit package with Medical, Dental, Vision, Flexible Spending, Tuition Reimbursement, Childcare Subsidy, Retirement, Life Insurance, and many other benefits.

Charlesbridge is committed to providing equal opportunity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, age, marital status, national origin, physical or mental disability, veteran or disability status, gender identity, or expression, citizenship, genetic information, ancestral origin, military status, pregnancy, childbirth, and or conditions relating to pregnancy or any other related medical conditions or any other status protected by Federal, State or local laws.

Here at Charlesbridge, we strive to foster a culture where every voice is valued and where employees have a sense of belonging and connection with each other. We are dedicated to creating a work environment that understands, supports, and welcomes diverse perspectives and backgrounds. Together, we will create an inclusive and culturally competent and supportive environment where employees model behavior that enriches both Banks and the communities we support.

PAY RANGE DISCLOSURE

The pay range for this position is $25.74 to $33.19 per hour and is the lowest to highest range Charlesbridge in good faith believe we would pay for this role at the time of this posting. The Company may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee’s pay position within the range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability.

EOE/F/M/Vet/Disabled