Senior Deposit Operations Specialist

First United Bank; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

First United Bank in Plano, TX seeks a skilled Deposit Operations Account Servicing Administrator to act as the primary SME for specialized deposit servicing functions. You will own processes, oversee tax reporting, unclaimed property, and legal processing coordination, and partner across Operations, Compliance, and Technology to ensure accurate, compliant service.

The role emphasizes process ownership, risk management, and continuous improvement, with a focus on supporting audits, training, and

Qualifications

• Minimum of 5 years of banking, deposit operations, account servicing, or related operational experience.
• Experience with tax reporting, unclaimed property, deposit account administration, legal processing coordination, or related functions preferred.
• Ability to interpret procedures, research complex issues, and serve as a subject matter expert.
• Experience supporting audits, examinations, regulatory requirements, or operational risk management.

Responsibilities

• Specialty Deposit Servicing: Tax Reporting, year-end tax reporting, reconciliation, compliance, and issue resolution.
• Tax Form Corrections and Reprints.
• Unclaimed Property Administration.
• W-8BEN and Tax Documentation Administration.
• Coordinate deposit product administration with Product, Compliance, Risk, and Technology teams.
• Specialty Account Research and Resolution.
• Legal Processing Coordination and cross-functional support.

Skills

Banking operations

Deposit servicing

Regulatory compliance

Tax reporting

Audit support

Job description

First United Bank in Plano, TX seeks a skilled Deposit Operations Account Servicing Administrator to act as the primary SME for specialized deposit servicing functions. You will own processes, oversee tax reporting, unclaimed property, and legal processing coordination, and partner across Operations, Compliance, and Technology to ensure accurate, compliant service.

The role emphasizes process ownership, risk management, and continuous improvement, with a focus on supporting audits, training, and