Deposit Operations Specialist I

The Deposit Operations Specialist I performs routine deposit account processing and maintenance activities to support accurate member records and transaction integrity. This entry-level role focuses on learning policies, procedures, and systems while providing reliable operational support.

Key Responsibilities

• Process basic account maintenance requests (address changes, name updates, account closures).
• Review account documentation for completeness and accuracy.
• Perform routine transaction processing and data entry.
• Support daily operational tasks and queues.
• Escalate exceptions or discrepancies to appropriate staff.
• Comply with all regulatory, security, and internal control requirements.

Qualifications

• High school diploma or equivalent.
• 0–2 years financial institution or operations experience.
• Strong attention to detail and basic computer proficiency.
• Ability to follow procedures and meet deadlines.

Key Competencies

• Operational Accuracy: Follows procedures; completes routine processing accurately.
• Compliance Awareness: Understands and follows basic deposit regulations and controls.
• Learning Agility: Learns systems and processes; applies feedback.
• Time Management: Meets deadlines with guidance; manages assigned workload.
• Communication: Communicates clearly with team members and internal partners.
• Member Focus: Understands impact of work on member experience.