DEPOSIT OPERATIONS COORDINATOR

Summit State Bank; Santa Rosa (CA); On-site; USD 52,000 - 62,000; Full time

Benefits offered by this job

Medical, dental, vision coverage (emlo

HSA employer contributions

Dependent Care FSA employer matching

Life/AD&D insurance

401(k) with employer match

Paid vacation

Tuition reimbursement

Wellness resources

Mentorship opportunities

Volunteer time off

Job summary

Summit State Bank is seeking a full-time Deposit Operations Coordinator in Santa Rosa, CA. You will perform centralized deposit operations to support a centralized model and enhance customer experience.

This in-office role requires accuracy, efficiency, and collaboration with branches and central operations. The ideal candidate has knowledge of deposit processing, strong attention to detail, and excellent communication skills.

Qualifications

• Working knowledge of deposit accounts, operational processing, digital banking support, and branch servicing needs.
• Strong attention to detail and accuracy.
• Strong customer service and internal service mindset.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Strong problem-solving, organization, and communication skills.
• Proficiency in core banking and related operational systems.

Responsibilities

• Process centralized deposit operations activities, including return mail, deposit verification, rate updates, ACH/UIR exceptions, and digital banking escalations.
• Complete assigned work accurately, efficiently, and within established service and turnaround expectations.
• Support branch staff with operational questions, account servicing issues, and escalations.
• Review requests and documentation for completeness and accuracy.
• Track assigned work, follow up on outstanding items, and ensure issues are resolved timely.
• Research and resolve deposit and customer account-related issues, escalating high-risk matters as appropriate.
• Communicate professionally with branch teams, internal partners, and customers when direct contact is needed.
• Follow established procedures, controls, and workflows to ensure consistent and accurate service.
• Serve as a resource to branch employees by providing guidance and support on operational processes.
• Identify opportunities to improve workflows, reduce rework, and enhance customer and branch experience.
• Support new procedures, workflow changes, and other operational improvements.
• Perform other related duties as assigned.

Skills

Deposit operations

Digital banking

Attention to detail

Customer service

Multitasking

Communication skills

Core banking systems

Education

High school diploma

Associate degree in business/finance

Job description

• Location 500 Bicentennial Way,Santa Rosa, CA, 95403,United States
• Base Pay $25.00 - $30.00 / Hour
• Employee Type Non-Exempt - FT

Description

About Summit State Bank

Summit State Bank is an award-winning community bank whose core values are based on making a positive impact on our employees, customers, and the communities we serve. Our employees are important to us; we provide rewarding career paths with competitive pay and excellent benefits. If you want to work for a Community Bank that values you and your contributions, we encourage you to apply.

Position Overview

We are seeking a full-time Deposit Operations Coordinator to join our team at our Main Administrative Office. This in-office position is responsible for performing operational tasks transitioned from the branches in support of a centralized Deposit Operations model. This role helps reduce branch operational burden, improve consistency, and support a stronger customer experience by completing assigned work accurately, efficiently, and within established service expectations. The Deposit Operations Coordinator provides day-to-day operational support to branch teams, handles assigned deposit operations functions, and assists with real-time escalation needs related to digital banking and other deposit-related processes. This role works closely with the Branches and Central Operations to ensure operational work is performed accurately, timely, and in alignment with customer experience expectations.

What You’ll Do

• Process centralized deposit operations activities, including return mail, deposit verification, rate updates, ACH/UIR exceptions, and digital banking escalations.
• Complete assigned work accurately, efficiently, and within established service and turnaround expectations.
• Support branch staff with operational questions, account servicing issues, and escalations.
• Review requests and documentation for completeness and accuracy.
• Track assigned work, follow up on outstanding items, and ensure issues are resolved timely.
• Research and resolve deposit and customer account-related issues, escalating complex or high-risk matters as appropriate.
• Communicate professionally with branch teams, internal partners, and customers when direct contact is needed.
• Follow established procedures, controls, and workflows to ensure consistent and accurate service.
• Serve as a resource to branch employees by providing guidance and support on operational processes.
• Identify opportunities to improve workflows, reduce rework, and enhance customer and branch experience.
• Support new procedures, workflow changes, and other operational improvements.
• Perform other related duties as assigned.

An Ideal Candidate Will Possess

• Working knowledge of deposit accounts, operational processing, digital banking support, and branch servicing needs.
• Strong attention to detail and accuracy.
• Strong customer service and internal service mindset.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Strong problem-solving, organization, and communication skills.
• Proficiency in core banking and related operational systems.

Education/Experience

• High school diploma or equivalent required; associate’s degree in business, finance, accounting, or related field preferred.
• Minimum of 2 years of banking, branch operations, deposit operations, or related experience.

Compensation:

$25.00-$30.00/hour

Summit State Bank offers a highly competitive benefits package designed to support our employees’ health, financial well-being, and professional growth, including the following:

• 100% employer-paid medical, dental, and vision coverage for employees , plus employer contributions toward dependent coverage
• Employer HSA contributions of up to $4,000 annually for eligible employees enrolled in an HDHP
• Dependent Care FSA employer matching contributions of up to $2,500 annually
• Employer-paid life, AD&D, and long-term disability insurance
• 401(k) plan with employer matching contributions
• Minimum of three weeks of paid vacation annually for full-time employees
• Tuition reimbursement, wellness resources, internal mentorship opportunities, and paid volunteer time off

Summit State Bank is an Equal Opportunity/Affirmative Action Employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable federal, state, or local law.