Description
The Senior Deposit Operations Specialist plays a critical role in overseeing complex tasks related to deposit accounts while ensuring compliance with banking regulations and maintaining the confidentiality of member information. Reporting to the Operations Manager, this individual is responsible for processing ACH transactions, managing IRA accounts, handling disputes related to debit cards, and overseeing account maintenance tasks such as wire transfers, fraud reporting, and legal processing (e.g., levies and bankruptcies). The position also includes reconciling general ledger accounts, ensuring accurate tax reporting for IRA accounts, and processing exceptions and corrections.
In addition to operational responsibilities, the Senior Specialist provides leadership within the department by mentoring team members, maintaining efficient workflows, conducting audits, and contributing to the continuous improvement of procedures.
Requirements - Minimum of 2 years of experience in credit union operations or financial services.
Strong proficiency in analyzing deposit products and maintaining accurate account records.
Excellent communication skills with the ability to mentor and collaborate effectively.
Critical thinking and problem-solving abilities to enhance workflows and address challenges.
Proficiency with Microsoft Office applications and SaaS platforms.
High school diploma or equivalent education required.
Certifications or ongoing training in compliance and regulatory standards preferred.
Familiarity with industry practices and trends in banking and credit operations.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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