United Community · 1 day ago
Deposit Account Maintenance Specialist
US-GA-Blairsville
Full-time
Onsite
Entry Level
1+ years expUnited Community is seeking a meticulous and customer-focused Deposit Account Maintenance Specialist to join their team. This role is responsible for processing deposit account maintenance and verification tasks across various account types while supporting branch personnel through communications.
Banking
Responsibilities
Provide accurate and high-quality service while maintaining strong customer relationships
Support bank locations with IRA and HSA transfer and rollover inquiries
Process maintenance requests and corrections for various account types
Monitor IRA distributions and communicate required minimum distributions to customers
Review account changes for accuracy and determine authorities from entity agreements
Handle Reg D activity, TIN mismatches (B-notices), and W-9 processing for savings bonds
Assist with training and cross-training within the Deposit Account Maintenance Department
Serve as backup for Deposit Account Maintenance and Deposit Documentation staff
Help implement and maintain departmental procedures and coordinate daily workflow
Assist with offsite/onsite storage tasks and merger/acquisition processes
Support month-end reporting and suggest process enhancements
Qualification
Required
Meticulous and customer-focused
Strong understanding of banking regulations and compliance
Ability to process deposit account maintenance and verification tasks across a variety of account types, including DDA, SAV, COD, IRA, and HSA
Provide accurate and high-quality service while maintaining strong customer relationships
Support bank locations with IRA and HSA transfer and rollover inquiries
Process maintenance requests and corrections for various account types
Monitor IRA distributions and communicate required minimum distributions to customers
Review account changes for accuracy and determine authorities from entity agreements
Handle Reg D activity, TIN mismatches (B-notices), and W-9 processing for savings bonds
Assist with training and cross-training within the Deposit Account Maintenance Department
Serve as backup for Deposit Account Maintenance and Deposit Documentation staff
Help implement and maintain departmental procedures and coordinate daily workflow
Assist with offsite/onsite storage tasks and merger/acquisition processes
Support month-end reporting and suggest process enhancements
Flexibility to work overtime and weekends as needed
Proficiency in Microsoft Office (Outlook, Excel, Word) and general office equipment
Excellent interpersonal, written, and verbal communication skills
Detail-oriented with the ability to focus on repetitive tasks and follow procedures
Strong organizational and time management skills
Team-oriented with a willingness to assist and cross-train
Ability to work in a time-sensitive environment and meet strict deadlines
Must be able to pass a criminal background check
Preferred
1–2 years of experience as a CSR or in a related banking role
2-year college degree, or equivalent combination of education and experience
Company
United Community
Since 1950, United Community has been driven to provide best-in-class service as we work to improve the financial well-being of the people and communities we serve.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
DeVan Ard
CEO
J Scott Preston
Division CEO United Community Bank
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