Deposit Operations Specialist: Net Settlement & CIS

Union Savings Bank; Danbury (CT); Hybrid; USD 42,000 - 60,000; Full time

Job summary

Union Savings Bank is seeking a Deposit Services Specialist based in Danbury, CT. The role focuses on CIS-related functions, including new/updated deposit account review, address changes for return mail, tax ID updates, and monitoring the Customer Source mailbox.

It also covers net settlement balancing and operational support. The position is full-time (37.50 hours/week) at our Danbury headquarters, with responsibilities spanning daily processing, HSA funding, and RVM maintenance.

Qualifications

• 1-2 years: Customer Service Experience.
• 1-2 years: Branch Banking Experience.
• 1-2 years: Bank Operations Experience (preferred)

Responsibilities

• Daily review of new and updated deposit account documentation.
• Create address change workflows for all return mail notices.
• Daily review of customer tax identification number changes.
• Ongoing monitoring of the Customer Source mailbox.
• Ensure accurate record retention of deposit account documentation.
• Correspondence with branch staff to resolve documentation errors.
• Review all safe deposit box records and related documentation.
• Perform daily balancing of the Bank's net settlement.
• Research and respond to incoming check adjustment requests and coordinate with the Operations Help Desk Specialist on outgoing adjustments.
• Maintain all applicable reports.
• Process daily commercial customer deposits.
• Process weekly HSA funding.
• Maintain daily RVM maintenance.
• Provide ongoing support to the Operations Help Desk area.
• Assist with deposit account verifications and SSA verifications.

Job description

Union Savings Bank is seeking a Deposit Services Specialist based in Danbury, CT. The role focuses on CIS-related functions, including new/updated deposit account review, address changes for return mail, tax ID updates, and monitoring the Customer Source mailbox.

It also covers net settlement balancing and operational support. The position is full-time (37.50 hours/week) at our Danbury headquarters, with responsibilities spanning daily processing, HSA funding, and RVM maintenance.