Deposit Operations Team Lead: IRA, Wires & Compliance

Jonestown-Bank-; Cleona (PA); On-site; USD 65,000 - 95,000; Full time

Job summary

Jonestown-Bank- is seeking a seasoned Deposit Operations Team Leader to oversee the Deposit Operations function, including CD and IRA relationships, exception processing, wires, and imaging systems. The role provides direct daily supervision, staff development, and performance management, with a strong emphasis on accuracy and regulatory compliance.

The candidate should possess extensive deposit operations experience, leadership capabilities, and strong problem-solving and accounting skills to

Qualifications

• Experience leading a Deposit Operations team.
• Advanced knowledge of deposit operations processing.
• Familiarity with IRA/CD processes and federal regulations.
• Proficiency with Word, Excel, and Outlook.
• Ability to lift 25 lbs and operate standard office equipment.

Responsibilities

• Team leadership as direct supervisor of Deposit Operations; includes performance management.
• Maintain familiarity with all Deposit Operations tasks to assist when needed.
• Update procedures and policies as required.
• Assist branch personnel with IRAs to ensure proper handling of transactions and documentation.
• Review CD/IRA documentation and monitor distributions.
• Process Federal Withholding payments and end-of-year reporting.
• Respond to customer and associate inquiries via phone.

Skills

Strong leadership

Operations management

Customer relations

Regulatory awareness

Problem solving

Tools

Jack Henry Silverlake

Job description

Jonestown-Bank- is seeking a seasoned Deposit Operations Team Leader to oversee the Deposit Operations function, including CD and IRA relationships, exception processing, wires, and imaging systems. The role provides direct daily supervision, staff development, and performance management, with a strong emphasis on accuracy and regulatory compliance.

The candidate should possess extensive deposit operations experience, leadership capabilities, and strong problem-solving and accounting skills to