Deposit Services Specialist

Job Description

The Deposit Services Specialist I is responsible for the overall day-to-day operational functions of the Deposit Services department while providing support to branch offices and other internal departments. This position follows applicable regulations as they apply to processes within the Deposit Services department while analyzing reports and requests. 

Essential Functions

•    Ensure compliance with IRS regulations

•    Ensure compliance with third party vendors

•    Identify and resolve Customer Service issues

•    Provide excellent customer and business unit support

•    Perform critical account maintenance to deposit account

•    Perform CIP review on all new CIF records

•    Review and analyze deposit account reports to ensure compliance with policy and procedures

•    Ensure compliance with Reg D limitations on savings products

•    Responsible for Safe Deposit product and service

•    Input data into related banking systems

•    Ensure all performance standards are met

•    Maintain appropriate departmental records and reports

•    Perform product and service development related tasks

•    Interact with other business units within Northwest, vendors, and/or business partners

•    Partner with co-workers and other departments appropriately

•    Protect the security of all information appropriately

•    Recommend improvements to procedures

•    Recommend product/delivery enhancements

•    Attempt to exceed production expectations

•    Ensure total quality of work performed

•    Recommend quality control enhancements
 
Additional Essential Functions
     Essential Functions

•    Ensure compliance with Northwest's policies and procedures, and Federal/State regulations

•    Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency

•    Work as part of a team

•    Work with on-site equipment
 
Additional Responsibilities

•    Complete other duties and special projects as requested by management
 
Safety and Health for those without supervisory duties 

•    Abide by the rules of the safety and loss prevention program

•    Perform work tasks in a safe manner

•    Report any and all injuries to supervisor

•    Know what to do in case of an emergency
 
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
Education

High School Diploma or equivalent
 
Work Experience

Less than 2 years    Deposit Services experience       
2 - 6 years    Related banking experience
2 - 6 years    Technological/relevant experience  

General Employee Knowledge, Skills, and Abilities

•    Ability to establish effective working relationships among team members and participate in solving problems and making decisions  

•    Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written    

•    Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information    

•    Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information    

•    Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas  
 
Additional Knowledge, Skills and Abilities

Knowledge of job specific banking products and services    
Knowledge and understanding of deposit products and bank policy and regulations around each product    
Knowledge of core operational systems and processes  
 
 

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.