Deposit Specialist

Beacon Hill; Dedham (MA); On-site; USD 32,000 - 45,000; Full time

Job summary

Beacon Hill is seeking a Deposit Specialist in Dedham, MA to support deposit services and banking operations on a temporary 3-6 month assignment. The role requires accuracy, strong regulatory knowledge, and the ability to manage multiple tasks in a fast-paced environment.

Typical duties include processing account changes, stop payments, tax levy processing, and retirement account support. Ideal candidates will have 24+ months in banking operations, familiarity with deposit regulations, and

Qualifications

• High school diploma or GED required.
• Minimum 24 months of banking operations or deposit services experience.
• Knowledge of deposit regulations, tax levies, legal processing, and banking operations.
• Experience handling regulatory, legal, or high-risk operational tasks.
• Familiarity with FIS Contact Center SRM and CMSE preferred.
• Strong Microsoft Office skills, including Word, Excel, PowerPoint, and database applications.
• Excellent analytical, organizational, problem-solving, and time management skills.
• Strong written, verbal, and interpersonal communication abilities.
• High attention to detail and ability to manage multiple priorities.
• Intermediate typing and math skills.
• Self-starter mindset with a willingness to learn new systems and processes.

Responsibilities

• Process deposit account maintenance, including title, name, address, rate, and transfer changes.
• Monitor and manage stop payment requests in compliance with UCC guidelines.
• Assist with tax levy and summons processing and resolve outstanding items.
• Support retirement account administration, including account downloads, maintenance reviews, reconciliations, and corrections.
• Review retirement plan setups, contributions, and distributions for accuracy.
• Follow up with branch personnel regarding missing or incomplete documentation.
• Assist internal staff and customers with complex account inquiries and death distributions.
• Maintain compliance with banking regulations and complete required training.
• Perform reconciliations, exception handling, regulatory support, and other operational banking functions.

Skills

MS Office

Word

Excel

PowerPoint

Interpersonal communication

Time management

Attention to detail

Typing

Math skills

Education

High School Diploma/GED

Tools

FIS SRM/CMSE

Job description

Deposit Specialist (A1475175IR) Dedham, Massachusetts

Salary: USD28 - USD28 per hour

This temporary Deposit Services Support Specialist opportunity offers $28/hour follows a Monday-Friday, 8:30 AM-5:00 PM onsite schedule in Dedham, MA. This role is with a community banking and financial services organization and is expected to last 3-6 months, with potential for temp-to-hire consideration for top performers. The team is seeking candidates with banking operations and deposit services experience who can thrive in a fast-paced, deadline-driven environment.

Key Responsibilities:

• Process deposit account maintenance, including title, name, address, rate, and transfer changes.
• Monitor and manage stop payment requests in compliance with UCC guidelines.
• Assist with tax levy and summons processing and resolve outstanding items.
• Support retirement account administration, including account downloads, maintenance reviews, reconciliations, and corrections.
• Review retirement plan setups, contributions, and distributions for accuracy.
• Follow up with branch personnel regarding missing or incomplete documentation.
• Assist internal staff and customers with complex account inquiries and death distributions.
• Maintain compliance with banking regulations and complete required training.
• Perform reconciliations, exception handling, regulatory support, and other operational banking functions.

Candidate Qualifications:

• High school diploma or GED required.
• Minimum 24 months of banking operations or deposit services experience.
• Knowledge of deposit regulations, tax levies, legal processing, and banking operations.
• Experience handling regulatory, legal, or high-risk operational tasks.
• Familiarity with FIS Contact Center SRM and CMSE preferred.
• Strong Microsoft Office skills, including Word, Excel, PowerPoint, and database applications.
• Excellent analytical, organizational, problem-solving, and time management skills.
• Strong written, verbal, and interpersonal communication abilities.
• High attention to detail and ability to manage multiple priorities.
• Intermediate typing and math skills.
• Self-starter mindset with a willingness to learn new systems and processes.