Insured Deposit Operations Specialist - Onsite Phoenix

Agility360; Phoenix (AZ); On-site; USD 29,000 - 34,000; Full time

Job summary

Agility 360 is seeking an Insured Deposit Solutions Specialist for a 6-month contract in Phoenix, AZ. The role involves processing deposits, maintaining customer accounts, performing reconciliations, and ensuring data accuracy across systems.

On-site work with regular communication to clients via email is expected. Ideal candidates will have banking operations experience, proficiency with core systems like Jack Henry or FIS platforms, and strong attention to detail.

Qualifications

• High School Diploma or GED equivalent required.
• At least 1+ year of banking / deposit operations experience required.
• Treasury Management and/or Commercial Banking Operations experience preferred.
• Experience with Jack Henry, Fiserv, or similar core systems.
• FIS IBS or IDS experience preferred.
• Account maintenance experience.
• Strong Microsoft Office proficiency.
• Strong attention to detail.
• Ability to follow step-by-step procedures.
• Ability to review and validate documentation.
• Strong data entry accuracy.
• Ability to manage multiple requests simultaneously.
• Experience working in regulated environments.
• Strong written communication skills.

Responsibilities

• Routinely validate customer information, maintain accounts, update profiles, process changes, and ensure information matches across systems.
• Review setup forms & customer agreements.
• Confirm required signatures and validate account information.
• Compare documents against core system records.
• Identify missing information & escalating discrepancies.
• Manage high-volume work queues while meeting service levels.
• Compare data between systems.
• Validate setup forms, review agreements and account relationships.
• Confirming rate structures and exclusions.
• Following procedures exactly and document everything, maintain compliance standards.
• Professional communication with clients via email.

Skills

MS Office

Attention to detail

Written communication

Data entry

Education

High School Diploma

Job description

Agility 360 is seeking an Insured Deposit Solutions Specialist for a 6-month contract in Phoenix, AZ. The role involves processing deposits, maintaining customer accounts, performing reconciliations, and ensuring data accuracy across systems.

On-site work with regular communication to clients via email is expected. Ideal candidates will have banking operations experience, proficiency with core systems like Jack Henry or FIS platforms, and strong attention to detail.