Insured Deposit Solutions Specialist

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

Insured Deposit Solutions Specialist

Agility 360 is searching for Insured Deposit Solutions Specialists for a 6-month contract role located in the Phoenix, AZ area. The ideal candidate will have previous experience with banking operations and a strong attention to detail.Main job functions include operational processing, customer/account maintenance, workflow management, reconciliation of data, exception handling, and validation activities.

ESSENTIAL JOB FUNCTIONS

• 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

EDUCATION / EXPERIENCE REQUIREMENTS

• High School Diploma, or GED equivalent required
• At least 1+ yearsof 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

PHYSICAL REQUIREMENTS

• Position requires all forms of dexterity/mobility which may include extended periods of sitting/standing. May occasionally required to reach with hands and arms, twist, climb or balance, stoop, kneel crouch or crawl.
• Specific vision abilities required include close vision, distance vision, color vision, peripheral, depth perception and the ability to adjust focus.
• Must be able to speak and hear, lift and carry up to twenty-five pounds (25 lbs.) or occasionally more.
• May be required to drive for business purposes and must hold a valid driver’s license in good standing and maintain personal auto insurance in compliance with local or state requirements.
• Ability to work in a fast-paced, occasionally noisy, or distracting environment.

DETAILS

• Pay rate: $21-$25/hr (based on experience)
• 6-month contract, possibility for extension based on business needs
• Shift/Schedule: Monday - Friday, 7:30am-4:00pm (with availability to work weekends & holidays, as needed)
• Location: Phoenix, AZ (fully onsite)