Deposit Services Specialist

Allegacy Federal Credit Union

Employee Job Description

Job Title: Deposit Services Specialist Job Code: Grade 5

Reports To: Deposit Services Manager

Role Accountability

At Allegacy, there’s a common thread that runs through all of us. It’s our commitment to doing right and our promise to members to always do the right thing for their wellbeing. Every employee in our organization is accountable to living out our brand in meaningful ways as our promise motivates our beliefs, our behaviors, and the benefits we share together. In order to achieve this state of success, this position is responsible for performing essential deposit related tasks timely and accurately to drive member confidence and satisfaction.

Nature and Scope

The employee will respond to staff inquiries and complete maintenance requests related to opening new consumer accounts, deposit accounts, IRAs, and HSAs. This position will work closely with other team members to ensure that all daily responsibilities are completed in a timely manner ensuring compliance with procedures and regulations.

Specific Accountabilities

• Deliver exceptional member service to every member, every time by ensuring employees deliver consistently high quality service to both internal and external member that is in alignment with our Brand Culture.
• Meet or exceed established service goals
• Ensure thorough understanding of expectations and consistently exhibit Allegacy behaviors.
• Work exceptions: returns, charge backs, stop payments, and NSF/OD processing.
• Process Inclearing and foreign item cash letters and check adjustments.
• Perform member related maintenance.
• Process charge offs.
• Complete verifications of deposit.
• Perform tasks related to deceased processing.
• Proactively identify opportunities that drive process or product efficiencies.
• Other duties as assigned (including, but not limited to importing, processing garnishments and levies, processing subpoenas, and reviewing POAs, Trusts, and Estates)

Knowledge, Skills and Abilities

• Ability to conduct business in a professional manner, exercising personal discretion and independent judgment.
• Ability to handle multiple tasks simultaneously.
• Strong communication and problem solving skills.
• Ability to learn new skills sets efficiently.
• Ability to work in a team environment with all levels of management, employees and members.
• Willingness to adjust schedule, including overtime, to ensure that all team tasks are completed within SLA’s.
• Proficient knowledge of Microsoft products, Word and Excel with the ability to create, manage, and modify spreadsheets.

Education and Experience

• One to two years of customer service/operations experience.
• Knowledge of BSA and Deposit related regulations preferred.
• Financial Institution or Credit Union experience preferred.

Education and Experience

• High school or equivalent
• One to two years of customer service/operations experience.
• Knowledge of BSA and Deposit related regulations preferred.
• Financial Institution or Credit Union experience preferred.