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Primis · 1 month ago

Deposit Services Specialist I

Ashland, Virginia, United States

Full-time

Onsite

New Grad, Entry Level

Primis is a company specializing in bank operations, and they are seeking a Deposit Services Specialist I to perform operational functions related to Deposit Services. The role involves providing daily support for various Deposit Services functions, maintaining compliance with regulations, and assisting with training and operational support programs.

Financial Services

Responsibilities

Provide daily support for Deposit Services’ functions including new account and file maintenance review, legal orders, IRA, ICS and CDARS, and other departmental tasks

Participate in team tasks, including but not limited to payments xchange maintenance, deposit verifications, term change requests, 5498/1099 corrections, address changes, rate exceptions, dormant reactivations, deposit maintenance requests, hunt group calls, and assisting with all other Deposit Services inquiries

Proficiency in daily support tasks for Deposit Services’ functions, as listed above

Regular, reliable, and predictable attendance

Provide support for audit requests

Provide back up support for teammates when needed

Assist with the development and implementation of necessary training and operational support programs for the Bank and individual departmental units including new employees

Assist with corporate and departmental projects

Assist with gathering, analyzing, and providing recommendations related to audit documentation, copies and reports as requested

Maintain strict confidentiality of all customer records and personal information. This includes shredding unnecessary documentation and locking/securing work area each day before leaving

Stay current in knowledge of software, bank products, rates and regulatory requirements

Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices

All other duties as assigned