Blue Sky Bank · 10 hours ago
Deposit Operations Specialist/IRA Assistant
Tulsa,OK,US
Full-time
Onsite
Entry Level
1+ years expBlue Sky Bank is a community-focused financial institution with over 100 years of experience. They are seeking a Deposit Operations Specialist/IRA Assistant to perform a variety of tasks related to the day-to-day operations of the bank, ensuring compliance with policies and handling customer accounts.
BankingFinanceFinancial Services
Responsibilities
Maintains the confidentiality of the Bank’s customers
Performs daily review and balancing of Deposit Operations reports
Handles overdrawn Account Reporting and Overdrafts over 60 days working closely with Chief Operations Officer
Handles Virtual Vault Balancing relating to Cannabis
Monitors and addresses all non-post, stop pays, positive pay, and NSF items on a daily basis
Processes foreign items (collection items)
Processes daily reports and settlements as delegated by the Deposit Operations Manager
Handles the exceptions of positive pay items from X9 files and ACH Alerts
Handles the transfer of electronic funds through ACH and Wire transfers
Processes International Items
Processes chargebacks, ACH items, returns and corrections
Verifies that all wires are in compliance with Bank policies and procedures
Reports discrepancies immediately to the Deposit Operations Manager and assists in clearing discrepancies
Processes daily account maintenance verification in accordance with Bank’s policies and procedures
Handles the approval of non-over the counter deposits (i.e. ATM Deposits)
Assists as needed and works closely with the Deposit Operations Fraud and Regulation E Specialist including but not limited to: Reviews Online Banking (OLB) emails; e-Statements; Bill Pay support; New Form Submissions; Assists with all ATM matters including but not limited to maintenance and research; Reviews and process mobile deposits
Works closely with Treasury Management team
Remains current on and adheres to all regulatory requirements and training
Works as a member of a team to accomplish the Bank’s Deposit Operations Goals
Provides back up to all other Deposit Operations Specialists
Assists the Depositions Operations IRA Specialist in handling Individual Retirement Accounts (IRA), Health Savings Accounts (HSA), and Coverdell Education Savings Accounts (CESA). Serves are the secondary point of contact for these accounts and offers guidance on account options for customers
Provides secondary support to the Deposit Operations IRA Specialist, including assisting with Individual Retirement Accounts (IRA), Health Savings Accounts (HSA), and Coverdell Education Savings Accounts (CESA) inquiries, documentation, maintenance, contribution and distribution processing
Assists with responding to IRA group email questions and customer inquiries and serves as backup for IRA-related operational tasks such as account verification, maintenance review, and coordination with Retail Banking on IRA matters
Adheres to IRS rules and regulations, ensuring uninterrupted service during the Deposit Operations IRA Specialist’s absence
Follows and adheres to all Bank policies and procedures including those contained in the Employee Handbook
Recognizes red flags, scams, fraud, phishing, etc
Stays current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements
Performs responsibilities during Bank hours by being physically present in the Bank an average of 40 hours each week based on business needs
Travels between branches as needed
Performs other responsibilities as assigned by management
Qualification
Required
High School Diploma or GED
1-3 years of related bank experience
Valid driver's license, proof of insurance, qualifying motor vehicle record report, and reliable transportation
Knowledge and understanding of the banking industry, practices, and principles
Excellent customer service skills
Accurate calculation of figures, numbers, and amounts typical of those in the banking industry
Strong computer skills and working knowledge of Microsoft Office
High level of professionalism and integrity
Flexible, adaptable, and willing to continuously learn
Strong analytical and problem-solving abilities
Excellent written and verbal communications skills
Ability to work both independently and as part of a team
Exceptional organizational skills, with the ability to prioritize and execute multiple tasks and projects simultaneously
Strong work ethic and attention to detail
Preferred
AAP certification, preferred. (If not certified, must be willing to begin AAP certification within one year and successfully obtain the certification)
Company
Blue Sky Bank
Blue Sky Bank is a banking service company.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brian Schneider
Chief Executive Officer
Brenda Seago
Sr. VP / COO
Recent News
2024-11-23
Company data provided by crunchbase