About this role
Role Overview
- Support the setup and maintenance of bank-owned or program-related internal accounts
- Perform basic account maintenance activities to support data integrity for internal and regulatory needs
- Assist in maintaining data accuracy across deposit operations functions
- Support audit preparation by gathering documentation and helping fulfill internal and external information requests
- Work with internal teams to track and report operational issues, escalating items as needed
- Assist with updates to client pricing structures under the guidance of senior staff
- Prepare routine deposit reports and help identify discrepancies or areas for improvement
- Support updates to policies, procedures, and resources by providing research, documentation, or initial drafts
- Help prepare escheatment materials for Lead Bank and partner programs through data gathering, reconciliation, and documentation preparation
- Assist with research and documentation for subpoenas or other legal requests as directed
- Take on routine operational tasks and triage day-to-day requests to support steady workflows across the team
- Perform all other duties as assigned
Requirements
- 1–3 years of deposit or retail banking experience (or equivalent operational experience)
- Detail-oriented with strong organizational skills
- Comfortable working with partial information and asking clarifying questions to move work forward
- Curious, motivated, and eager to learn
- Able to collaborate effectively and take direction from senior team members
- Comfortable working in a dynamic environment with shifting priorities
- Demonstrates high ethical standards and sound judgment
- Uses a systematic approach to problem-solving with guidance
- Able to identify basic issues and propose solutions while adhering to laws, regulations, and internal policies
Benefits
- Competitive compensation based on experience, geographic location, and role
- Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits, including FSA, HSA and HRA
- Paid parental leave
- Flexible vacation policy, including PTO and paid holidays
- A fun and challenging team environment in a dynamic industry with ample opportunities for career growth