Deposit Services Specialist

Deposit Services Specialist I

The Deposit Services Specialist I is responsible for the overall day-to-day operational functions of the Deposit Services department while providing support to branch offices and other internal departments. This position follows applicable regulations as they apply to processes within the Deposit Services department while analyzing reports and requests.

Essential Functions:

Ensure compliance with IRS regulations

Ensure compliance with third party vendors

Identify and resolve Customer Service issues

Provide excellent customer and business unit support

Perform critical account maintenance to deposit account

Perform CIP review on all new CIF records

Review and analyze deposit account reports to ensure compliance with policy and procedures

Ensure compliance with Reg D limitations on savings products

Responsible for Safe Deposit product and service

Input data into related banking systems

Ensure all performance standards are met

Maintain appropriate departmental records and reports

Perform product and service development related tasks

Interact with other business units within Northwest, vendors, and/or business partners

Partner with co-workers and other departments appropriately

Protect the security of all information appropriately

Recommend improvements to procedures

Recommend product/delivery enhancements

Attempt to exceed production expectations

Ensure total quality of work performed

Recommend quality control enhancements

Additional Essential Functions:

Ensure compliance with Northwest's policies and procedures, and Federal/State regulations

Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency

Work as part of a team

Work with on-site equipment

Additional Responsibilities:

Complete other duties and special projects as requested by management

Safety and Health for those without supervisory duties:

Abide by the rules of the safety and loss prevention program

Perform work tasks in a safe manner

Report any and all injuries to supervisor

Know what to do in case of an emergency

Qualifications:

High School Diploma or equivalent

Less than 2 years Deposit Services experience

2 - 6 years Related banking experience

2 - 6 years Technological/relevant experience

General Employee Knowledge, Skills, and Abilities:

Ability to establish effective working relationships among team members and participate in solving problems and making decisions

Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written

Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information

Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information

Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas

Additional Knowledge, Skills and Abilities:

Knowledge of job specific banking products and services

Knowledge and understanding of deposit products and bank policy and regulations around each product

Knowledge of core operational systems