Deposit Operations Specialist

Join a leading bank as a Deposit Operations Analyst and take on a pivotal role in ensuring seamless transaction processes and exceptional customer service. In this fast-paced environment, you'll analyze and optimize deposit operations while collaborating with various departments to enhance banking services. If you're passionate about driving efficiency and delivering top-notch support, we want to hear from you!

Primary Responsibilities:

• Process maintenance requests for new and existing clients, including personal information and account adjustments.
• Open new client files as needed.
• Review and update W-8 forms to avoid withholding.
• Ensure accuracy of account opening documents.
• Coordinate inquiries and investigations.
• Manage Certificate of Deposit transactions.
• Reconcile general ledgers and account concentrations.
• Investigate unposted items for account corrections.
• Analyze customer requests via 360 CRM and provide solutions.
• Update customer records and verify signatures on requests.
• Handle exception item processing, including NSF and chargebacks.
• Scan and allocate client documents in the imaging system.
• Support audits and regulatory demands.

Qualifications:

• High School Diploma or Bachelor’s degree preferred.
• 5+ years of customer service and banking experience, including knowledge of bank regulations.
• Excellent computer, organizational, and interpersonal skills.
• Flexible schedule with potential for overtime.
• Bilingual in English and Spanish or Portuguese preferred.
• Proficiency in Microsoft Office, database management, spreadsheets, and word processing software is essential.

Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.

Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.