1 Deposit Operations Specialist - IRA Job in Baltimore, MD

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Deposit Operations Specialist - IRA

S3 Shared Services

Baltimore, MD | Full Time

$41k-53k (estimate)

3 Weeks Ago

Deposit Operations Specialist - IRA

S3 Shared Services Baltimore, MD

$41k-53k (estimate)

Full Time 3 Weeks Ago

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S3 Shared Services is Hiring a Deposit Operations Specialist - IRA Near Baltimore, MD

This is a hybrid position after training.

We are excited to share that S3 was named a Top Workplace of 2022 through the Baltimore Sun and 2023 Top Workplace in the USA as well as for leadership. Our commitment to teamwork and a positive attitude enables us to deliver service that generates quality results for our partners. If you join our team, we’ll invest in your learning and development through training programs designed to power your success.

S3 is a Credit Union Service Organization (CUSO) which is an organization, owned by credit unions. We serve credit unions by supporting their operations and delivering world class service. We support the credit union members with their loans, deposits and other financial needs to achieve their goals.

The Deposit Operations Specialist is responsible for performing a variety of General Processing functions. The functions include, but are not limited to, IRA Processing, Decease Account Processing, Account Maintenance, Remittance Processing, Official Check Reconcilement, and various other functions related to deposit operations. This role works with minimal supervision to complete their tasks timely and proficiently. The Deposit Operations Specialist will complete cross-training within general processing and work closely with internal teams and credit union members. We pride ourselves on offering world class service in a collaborative and supportive team environment. Our success is dependent upon flexible employees who are self-motivated, dependable, diligent, and team and member focused.

S3 STAR Values:

Service

Teamwork

Attitude

Results

Department: Deposit Operations

Reports to: Manager, General Processing

Location:Canton, MD- potential for hybrid schedule

TOP JOB RESPONSIBILITIES:

Processes various account transactions which can include but not limited to posting payments, certificate of deposits, IRAs, decedent accounts, account inquiries, statement requests, and check copies, etc.

Servicing of IRA accounts and transactions.

Respond to inquiries from branches and counsel members in addition to internal departments for deposit related products and services that are in compliant with the general processing policies and procedures. Make exceptions, develop solutions, or offer alternatives when dealing with complex situations.

Provides assistance to staff, conducts account research, identify and correct errors within transactions and work to ensure policy and procedures adherence.

Handles multiple tasks simultaneously with a high degree of accuracy.

Must secure and maintain confidential member information.

Other responsibilities and opportunities:

Fulfills member requests submitted through Activity Manager/Move.

Evaluates and resolves unique situations such as demanding or complicated member requests.

Assists department with scanning and indexing of documents.

Provides back-up to the Senior Deposit Operations Specialist to perform cross functional duties as assigned, and provides On-the-Job training, testing, and monitoring of select vendor systems as needed.

Understands new account process, audit accounts for CIP and new account exceptions to aid employees when needed.

Additional job-related projects and duties as assigned by management.

QUALIFICATIONS & SKILLS:

3 years customer service and banking or financial experience preferred.

Knowledgeable of procedures and regulatory guidelines involving tax contributions at an intermediate level.

Strong analytical, organizational, and time management skills.

Strong communication skills, both verbal and written.

Ability to communicate empathetically with members in a confident and professional manner.

Ability to work collaboratively with a team and management as well as independently.

Proficiency in Microsoft Office (Excel, Word, Outlook).

PERKS AND BENEFITS:

Group medical, dental, and vision coverage insurance

Generous Paid Time Off

Up to 11 Paid Holidays Per Year

401(k) With Employer Match and Discretionary Contribution

Employee Referral Program

Wellness Programs

Peer-to-Peer Recognition Program

Equal Employment Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.”

ADA Statement & Requirements

S3 is committed to the full inclusion of all qualified individuals. In keeping with our commitment, S3 will take steps to ensure that people with disabilities are provided reasonable accommodations.

Work Environment- This position operates in a professional office environment. This role uses standard office equipment such as computers, phones, photocopiers, filling cabinets and fax machines.

Constantly:Comprehend materials and follow instructions; Compile, copy and compare information; Analyze and compute information. Problem solving and critical thinking; Exercise good judgement/reasoning and resourcefully solve routine problems; Organize and handle multiple tasks and prioritize; Handle confidential/sensitive information; Exhibit excellent customer service skills.

Frequently:Perform basic mathematical computations; Works independently, little supervision needed; Effectively communicate verbally and in writing

Occasionally:Perform advanced or non-routine mathematical computations

Physical Requirements-

Constantly:Use hands/fingers for repetitive keyboard & hand motion; Speak coherently

Frequently:Sit- Remaining in a seated position for long periods of time; Walk- Moving about on foot to accomplish tasks, particularly for long distances or moving from one work site to another; Use hand/fingers to handle and feel; Reach- Extending hand(s) and arm(s) in any direction.

Emotional Effort- Frequent short deadlines. Work environment hectic with continual periods of high stress.

Internal/External Interaction- Occurs occasionally with periods of high volume.