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SECU · 1 month ago

Deposit Operations Specialist

Linthicum, MD

Full-time

Onsite

Mid Level

$21.35/hr - $26.68/hr

3+ years exp

SECU is a member-focused organization that values employee well-being and professional development. The Deposit Operations Specialist is responsible for various general processing functions related to deposit operations, ensuring compliance with regulations while assisting members and internal teams.

AccountingBankingFinancial Services

Responsibilities

Processes various account transactions which can include but not limited to posting payments, certificate of deposits, IRAs, decedent accounts, account inquiries, statement requests, and check copies

Responsible for receiving and processing all legal process documents including levies, subpoenas, garnishments, and attachments

Servicing of IRA accounts and transactions

Respond to inquiries from branches and counsel members in addition to internal departments for deposit related products and services that are in compliance with the general processing policies and procedures. Make exceptions, develop solutions, or offer alternatives when dealing with complex situations

Provides assistance to staff, conducts account research, identify and correct errors within transactions and work to ensure policy and procedures adherence

Fulfills member requests submitted through Activity Manager/Move

Evaluates and resolves unique situations such as demanding or complicated member requests

Assists department with scanning and indexing of documents

Provides back-up to the Senior Deposit Operations Specialist to perform cross-functional duties as assigned, and provides On-the-Job training, testing, and monitoring of select vendor systems as needed

Understands new account process, audit accounts for CIP and new account exceptions to aid employees when needed

Additional job-related projects and duties as assigned by management

Qualification

IRA processingLegal document processingBanking regulations knowledgeMicrosoft Office proficiencyCustomer service experienceAnalytical skillsCommunication skillsOrganizational skillsTime management skillsTeam collaboration

Required

At least 3 years of customer service, banking or financial experience required

Bachelor's degree or equivalent experience preferred

Intermediate knowledge of procedures and regulatory guidelines involving tax contributions

Working knowledge of state laws regarding estate services (Probate Laws) and legal processes as they pertain to Garnishments, Subpoena's and Levies

Proficiency in Microsoft Office (Excel, Word, Outlook)

Handles multiple tasks simultaneously with a high degree of accuracy

Strong analytical, organizational, and time management skills

Strong communication skills, both verbal and written

Ability to communicate empathetically with members in a confident and professional manner

Ability to work collaboratively with a team and management as well as independently

Must secure and maintain confidential member information

Must be able to remain in a stationary position, often standing or sitting for prolonged periods

Must be able to lift up to 25 pounds

Preferred

At least 2 years of experience in legal, estate servicing, or IRA processes, preferred

NCPC or CLP certification preferred

Benefits

Medical, vision, dental benefits

401k plan with company matching

Generous sick, vacation and personal leave

And more...

Company

SECU

Glassdoor3.4

Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App.

Founded in 1937

Raleigh, North Carolina, USA

5001-10000 employees