Deposit Account Specialist

5 days ago

Sydney, New South Wales, Australia beBeeAccount Full time $97,200 - $128,700

We are always looking for talented individuals to join our organization. As part of the team, we invest in your development and provide a dynamic work environment where you're challenged, valued, and empowered every day.

Our goal is to be the best destination for top talent, creating a diverse, collaborative workplace that celebrates innovation and change. We work together to achieve our objectives.

About the Role:
  • Provide account support, administration, and processing while maintaining high-quality standards and compliance with regulations.
  • Supervise, coach, and train operations staff in account services.
  • Frequent contact with law enforcement, attorneys, bank officers, employees, and personnel from other banks by phone, email, and written correspondence.
Main Responsibilities:
  1. Research, document, and respond to legal requests; work customer research requests; correct encoding and posting errors; perform check adjustments from financial institutions.
  2. Assist with document requests and research requests from auditors, compliance, and examiners.
  3. Maintain dormant account and check records, prepare notifications to customers and employees on items eligible for escheat, and log items into software for escheatment to the state.
  4. Research, process, and balance deposit account exception items; e.g., nonpost, return items, chargebacks, stop payments, positive pay returns, ACH disputes, and check disputes.
  5. Index and perform quality control on account documents saved in software, including signature card review.
  6. Monitor customer and account maintenance using workflows to ensure proper policies and procedures are followed.
  7. Review IRA and federal withholding transactions and assist with tax reporting processes.
  8. Perform other duties as assigned.
  9. Demonstrate strong attention to detail, critical thinking, problem-solving skills, judgment, organization, and a high level of initiative and ownership.
  10. Assist account services in meeting deadlines when colleagues or managers are out of office.
  11. Ensure accuracy of work to prevent substantial errors involving loss of time, money, and goodwill.
  12. Maintain average physical effort; require visual attention and mental concentration while using computer equipment for most of the workday.
  13. Participate actively in the customer service culture, support organizational values, and follow established policies and procedures.

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