Job Description
The Deposit Services Specialist I is responsible for the overall day-to-day operational functions of the Deposit Services department while providing support to branch offices and other internal departments. This position follows applicable regulations as they apply to processes within the Deposit Services department while analyzing reports and requests.
Essential Functions
- Ensure compliance with IRS regulations
- Ensure compliance with third party vendors
- Identify and resolve Customer Service issues
- Provide excellent customer and business unit support
- Perform critical account maintenance to deposit account
- Perform CIP review on all new CIF records
- Review and analyze deposit account reports to ensure compliance with policy and procedures
- Ensure compliance with Reg D limitations on savings products
- Responsible for Safe Deposit product and service
- Input data into related banking systems
- Ensure all performance standards are met
- Maintain appropriate departmental records and reports
- Perform product and service development related tasks
- Interact with other business units within Northwest, vendors, and / or business partners
- Partner with co-workers and other departments appropriately
- Protect the security of all information appropriately
- Recommend improvements to procedures
- Recommend product / delivery enhancements
- Attempt to exceed production expectations
- Ensure total quality of work performed
- Recommend quality control enhancements
Additional Essential Functions
Essential Functions
Ensure compliance with Northwest's policies and procedures, and Federal / State regulationsNavigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiencyWork as part of a teamWork with on-site equipmentAdditional Responsibilities
Complete other duties and special projects as requested by managementSafety and Health for those without supervisory duties
Abide by the rules of the safety and loss prevention programPerform work tasks in a safe mannerReport any and all injuries to supervisorKnow what to do in case of an emergencyQUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Preferred Education
High School Diplomaor equivalent
Preferred Work Experience
Less than 2 yearsDeposit Services experience
2 - 6 years Related banking experience or
2 - 6 yearsTechnological / relevant experience
General Employee Knowledge, Skills, and Abilities
Ability to establish effective working relationships among team members and participate in solving problems and making decisionsAbility to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or writtenAbility to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and informationAbility to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and informationAbility to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areasAdditional Knowledge, Skills and Abilities
Knowledge of job specific banking products and services
Knowledge and understanding of deposit products and bank policy and regulations around each product
Knowledge of core operational systems and processes
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.