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.
Ability to meet or exceed productivity and yearly goals set by management.
Make decisions in accordance with department procedures with little to no assistance while managing both customer service and risk.

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.
Ability to work independently and in a team environment.
Critical thinking and independent judgment.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Deposit Ops Research Resolution Specialist

Key skills