Sr. Specialist, Deposit Research

Posted 8 Days Ago
Be an Early Applicant
Omaha, NE
In-Office
37K-59K Annually
Junior
Financial Services
The Role
The role focuses on researching and resolving account requests while ensuring compliance, enhancing customer satisfaction, and collaborating across departments.
Summary Generated by Built In

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

Summary of the Job:

 

This position is responsible for researching and resolving internal and external requests for adjustments while supporting account information accuracy. The role requires strong cross-departmental collaboration to enhance customer satisfaction and retention while ensuring compliance with bank policies, laws, regulations, and the BSA/AML program.

About This Role:

 

Key ResponsibilitiesCore Functions
  • Research and resolve adjustment and research requests with precision and timeliness
  • Process and fulfill subpoena requests for Legal department
  • Conduct balance reconciliation and research for General Ledger accounts
  • Maintain organized warehouse storage of records
  • Actively participate in daily Continuous Improvement MDI team processes
Cross-Departmental Collaboration
  • Serve as a liaison between operational departments and customer-facing teams
  • Build and maintain productive working relationships with key internal partners including:
    • Coporate Treasury Services (CTS)
    • Retail Banking
    • Legal
    • First National Information Technology (FNIT)
    • Other First National Operations (FNO) groups
    • Audit and Compliance
  • Collaborate with other financial institutions to resolve inter-bank inquiries
  • Advocate for customers' interests across organizational boundaries
Performance & Development
  • Meet or exceed department accuracy and productivity standards
  • Complete all assigned formal and on-the-job training to maintain role competency
  • Contribute to process improvement initiatives across departmental boundaries
  • Understand and anticipate customer needs, providing solutions that exceed expectations

The Ideal Candidate for This Role:

 

Basic QualificationsEducation & Skills
  • High School Diploma or GED
  • Excellent oral and written communication skills
  • Proficient with PC/Microsoft Office applications
  • Strong email communication skills with proper grammar and punctuation
Work Style & Attributes
  • Self-motivated with ability to work independently in a diverse, fast-paced environment
  • Exercises sound judgment within established policies and guidelines
  • Detail-oriented while understanding appropriate level of precision for each situation
  • Effective multitasker capable of meeting Service Level Agreements (SLAs)
  • Collaborative team player who builds effective relationships across departments
  • Demonstrates regular and predictable attendance
  • Willing to work as part of a larger team
  • Physical capability to lift 25-30 lbs.
Collaboration Expectations
  • Proactively communicate with stakeholders across multiple business units
  • Participate in cross-functional meetings to represent department interests
  • Share relevant information with appropriate teams to ensure alignment
  • Maintain professional relationships that facilitate efficient problem resolution
  • Demonstrate flexibility in supporting department priorities while meeting enterprise needs
  • Willing to assist other outside groups in times of need
  • Experienced with any of the following: Hogan, Foundation, Nautilus, PeopleSoft, TCM, Deluxe 360, Lockbox processes.

Compensation:

 

Compensation range (base pay): $36,720.00-$58,752.00

This role may have a specific starting pay within this range.

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

Work Environment:

It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.

Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

  • Medical, Dental, Vision Insurance

  • 401k, With Matching Contributions

  • Time Off Programs

  • Health Savings Account (HSA)/Dependent Care

  • Employee Banking

  • Growth Opportunities

  • Tuition Assistance

  • Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.

For additional information regarding compensation and benefits, e-mail FNBO at [email protected]. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20251614

Equal Opportunity & Belonging:

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

Click here to download 'EEO is The Law' Self-Print Poster

Click here to download 'EEO is The Law' Supplement for Federal Contractors

Click here to download 'EEO is The Law' GINA Supplement

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days.  Job postings may come down prior to 5 calendar days based on volume of applicants.

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The Company
HQ: Omaha, NE
3,917 Employees
Year Founded: 1857

What We Do

For more than 165 years, FNBO, a subsidiary of First National of Nebraska, has set the standard for outstanding customer service coupled with some of the most innovative financial products in the industry.

When it opened in 1857, FNBO was a local bank that served only Omaha and the surrounding communities. Today, FNBO has locations in eight states and more than 6.6 million customers across the country. First National of Nebraska and its affiliates have nearly $30 billion in managed assets and 5,000 employee associates.

We've come a long way in the last century and a half. As you browse through our site, we think you'll understand why we've been so successful – and why we're so excited about what the future holds for our customers and our organization.

Check us out at www.fnbo.com.

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