Deposit Services Specialist - Danbury
Union Savings Bank
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- Location
- Danbury, CT
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 6
- 13 days ago
Career path
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About the company
Union Savings Bank
Banking · 201 to 500 employees
What you'll do
- Reviews deposit account and safe deposit documentation, manages return mail changes and mailbox monitoring, and balances the Bank’s net settlement.
- Processes commercial deposits and HSA funding, maintains RVM, and supports verifications and the Operations Help Desk.
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Read the full posting here
The Deposit Services Specialist provides operational support, with an emphasis on CIS-related functions including, but not limited to, new and updated deposit account and safe deposit review, return mail address changes, and monitoring of the Customer Source mailbox. In addition, this position ensures timely and accurate balancing of the Bank's net settlement and completes operational functions including, but not limited to, commercial customer transaction processing, HSA funding, and RVM maintenance.
CIS Responsibilities
Daily review of new and updated deposit account documentation.
Create address change workflows for all return mail notices.
Daily review of customer tax identification number changes.
Ongoing monitoring of the Customer Source mailbox.
Ensure accurate record retention of deposit account documentation.
Correspondence with branch staff, as needed, to ensure timely resolution of documentation
errors.
Review all safe deposit box records, including documentation pertaining to new and amended
boxes.
Net Settlement Duties
Perform daily balancing of the Bank's net settlement.
Research and respond to all incoming check adjustment requests, and coordinate with the
Operations Help Desk Specialist on all outgoing check adjustments.
Maintain all applicable reports as necessary.
Ongoing Responsibilities
Perform daily processing of commercial customer deposits.
Process weekly HSA funding.
Daily RVM maintenance
Provide ongoing support to the Operations Help Desk area.
Provide ongoing assistance with deposit account verifications.
Provide ongoing assistance with Social Security Administration verifications.
This position is based out of our Danbury Headquarters office located at 225 Main St. Danbury, CT
Full-Time; 37.50 hours per week