Deposit Ops Research Specialist
Winter Haven, Florida, United States of America
Full Time
2 weeks ago
No Visa Sponsorship
About this role
Role Overview
- Responsible for fulfilling customer research requests for statements, check images, documents, etc.
- Support yearly processes for escheatment, expired W8s, processing W9 forms, and assessing tax reporting exceptions.
- Assist internal customers with inquiries and guide them through the applicable procedures.
- Complete outgoing wires for various processes.
- Legal order daily processing, such as levies, garnishments, freezes, legal document review, subpoenas.
- Work closely with other internal departments, branch staff, or the Call Center to complete all requests correctly.
- Complete all work within the established service level assignment to ensure timely input of changes, corrections and review of items originally processed by the branches daily.
- Deliver new hire, product, procedure, and system training to team members.
Requirements
- A minimum of 2 years total in banking is required.
- Experience with Fiserv banking applications is preferred (Premier Navigator, Director).
- Proficient with general office machines, PC experience, and programs to include Microsoft Excel, Outlook, Teams, and other software that might be utilized in the department.
Benefits
- Health insurance
- Retirement plans
- Paid time off