Deposit Services Specialist - Danbury

Union Savings Bank - CT; Danbury (CT); On-site; USD 48,000 - 72,000; Full time

Job summary

Union Savings Bank in Danbury, CT seeks a Deposit Services Specialist to provide operational support with emphasis on CIS-related tasks, including deposit account documentation, address change workflows, tax ID changes, and monitoring the Customer Source mailbox. The role balances the bank's net settlement daily and handles routine check adjustments, HSA funding, and RVM maintenance.

Key duties include processing commercial deposits, maintaining records, and assisting with deposit account

Qualifications

• Experience in deposit operations and documentation review.
• Familiarity with net settlement processes and check adjustments.
• Ability to process HSAs and RVM maintenance.
• Strong attention to detail and accuracy in record-keeping.

Responsibilities

• Daily review of new and updated deposit account documentation.
• Create address change workflows for return mail notices.
• Review customer tax ID changes and monitor the Customer Source mailbox.
• Balance the Bank's net settlement daily and respond to check adjustment requests.
• Maintain reports and assist the Operations Help Desk.

Skills

Deposit operations

Net settlement

Documentation review

HSA funding

RVM maintenance

Customer support

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