Deposit Services Specialist

Posted 2 Days Ago
Be an Early Applicant
Warsaw, NY, USA
In-Office
20-22 Hourly
Junior
Financial Services
The Role
Processes deposit account changes, transactions, closures, reconciliations, research, and adjustments while maintaining accuracy, timeliness, and regulatory compliance. Provides operational support to retail banking staff and the customer contact center, manages high-volume requests, responds to inquiries, and assists with workflow optimization and departmental projects. Requires strong data-entry skills, attention to detail, organization, customer service, and adaptability to banking software.
Summary Generated by Built In

Purpose: The Deposit Services Specialist I is responsible for ensuring the accuracy, integrity, and timeliness of deposit account requests while supporting core Deposit Servicing functions. This role evaluates and processes account-level changes, monitors transactions, researches discrepancies, and ensures compliance with banking policies and procedures. The Specialist also provides customer support and assists in key operational workflows.


Essential Functions:

  • Process customer and account data changes into the bank’s core and ancillary systems while ensuring accuracy and completeness. This includes but is not limited to account level transactions, changes, closures, and monitoring.
  • Manage a high volume of requests from various mediums with the appropriate prioritization.
  • Review and completion of research and adjustments
  • Provide support to the Retail Bank staff and Customer Contact Center, responding to inquiries about deposit operations and account adjustments.
  • Process daily transactions and reconciliations as needed
  • Support other Deposit Operations functions as needed
  • Assist in departmental projects and workflow optimization to improve efficiency and regulatory compliance. 
  • Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal and external customers, associates, and stakeholders.   Incorporate the high-performance behaviors of teamwork, leading by example, and service in every facet of work.

Job Related Qualifications:

Required:

  • High School Diploma or Equivalent
  • 1+ years in data entry, customer service, or banking operations

Competencies:

  • Strong keying skills with a high level of attention to detail to ensure accuracy.
  • Excellent organizational skills with the ability to manage multiple priorities and meet deadlines.
  • Dependable in meeting attendance requirements and schedules established for the department.
  • Responds to requests for information in a timely and professional manner.
  • Proficient in Microsoft applications and adaptable to new banking software systems.

Physical Requirements:

  • Able to regularly sit for prolonged periods of time.
  • Able to regularly stand for prolonged periods of time.
  • Able to lift [number of pounds] lbs.
  • Extensive computer usage is required.

Benefits:

  • Medical, Dental, and Vision Insurance
  • Health Savings Account
  • Flexible Spending Account(s)
  • Company Paid Life Insurance, Long-Term Disability, and Short-Term Disability
  • Voluntary Offerings: Life, Critical Illness/Specified Disease, Accident, Hospital Indemnity & Personal Accident
  • Tuition Reimbursement
  • Employee Referral Program
  • Wellness Reimbursement Program
  • Star Volunteer Program
  • Employee Banking and Financial Perks
  • Flexible Hybrid Work Schedule
  • Paid Time Off (PTO)
  • Company Paid Holidays

This job description is not exhaustive.  The Deposit Services Specialist I may be required to perform other duties as assigned. The expected rate of pay for this position is shown above.   Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained.   Market and organizational factors are also considered.  In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.

Skills Required

  • High school diploma or equivalent
  • At least 1 year of experience in data entry, customer service, or banking operations
  • Strong keying skills and high attention to detail
  • Excellent organizational skills and ability to manage multiple priorities and deadlines
  • Proficiency with Microsoft applications
  • Ability to adapt to new banking software systems
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The Company
HQ: Roseville, CA
242 Employees
Year Founded: 1999

What We Do

Five Star Bank is a California-based community business bank offering relationship-based banking and treasury solutions. It helps businesses start, grow, and succeed through personalized banking services, including lending for commercial and industrial real estate. Founded by local entrepreneurs, the bank emphasizes community stewardship, regional and industry expertise, responsive service, and economic development. It operates offices in California and serves clients nationwide.

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