Deposit Services Specialist - Danbury

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

The Deposit Services Specialist provides operational support, with an emphasis on CIS-related functions including, but not limited to, new and updated deposit account and safe deposit review, return mail address changes, and monitoring of the Customer Source mailbox. In addition, this position ensures timely and accurate balancing of the Bank's net settlement and completes operational functions including, but not limited to, commercial customer transaction processing, HSA funding, and RVM maintenance.

CIS 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, as needed, to ensure timely resolution of documentation
  errors.
• Review all safe deposit box records, including documentation pertaining to new and amended
  boxes.

Net Settlement Duties

• Perform daily balancing of the Bank's net settlement.
• Research and respond to all incoming check adjustment requests, and coordinate with the
  Operations Help Desk Specialist on all outgoing check adjustments.
• Maintain all applicable reports as necessary.

Ongoing Responsibilities

• Perform daily processing of commercial customer deposits.
• Process weekly HSA funding.
• Daily RVM maintenance
• Provide ongoing support to the Operations Help Desk area.
• Provide ongoing assistance with deposit account verifications.
• Provide ongoing assistance with Social Security Administration verifications.

This position is based out of our Danbury Headquarters office located at 225 Main St. Danbury, CT

Full-Time; 37.50 hours per week

Qualifications

Experience

Required

1-2 years:

Customer Service Experience

1-2 years:

Branch Banking Experience

Preferred

1-2 years:

Bank Operations Experience

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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