Deposit Account Maintenance Specialist
Navitas Credit Corp., Blairsville, GA, United States
Overview
We are seeking a meticulous and customer-focused
Deposit Account Maintenance Specialist
to join our team. This role is responsible for processing deposit account maintenance and verification tasks across a variety of account types, including DDA, SAV, COD, IRA, and HSA. The ideal candidate will have a strong understanding of banking regulations and compliance, and will support branch personnel through phone and email communications.
This position involves reviewing account changes, supporting IRA/HSA transactions, assisting with departmental procedures, and contributing to process improvements. The successful candidate will also help coordinate daily workflow and support merger-related activities.
What You’ll Do
Provide accurate and high-quality service while maintaining strong customer relationships
Support bank locations with IRA and HSA transfer and rollover inquiries
Process maintenance requests and corrections for various account types
Monitor IRA distributions and communicate required minimum distributions to customers
Review account changes for accuracy and determine authorities from entity agreements
Handle Reg D activity, TIN mismatches (B-notices), and W-9 processing for savings bonds
Assist with training and cross-training within the Deposit Account Maintenance Department
Serve as backup for Deposit Account Maintenance and Deposit Documentation staff
Help implement and maintain departmental procedures and coordinate daily workflow
Assist with offsite/onsite storage tasks and merger/acquisition processes
Support month-end reporting and suggest process enhancements
Requirements For Success
Flexibility to work overtime and weekends as needed
Strong understanding of bank operations, policies, and IRA/HSA regulations
Proficiency in Microsoft Office (Outlook, Excel, Word) and general office equipment
Excellent interpersonal, written, and verbal communication skills
Detail-oriented with the ability to focus on repetitive tasks and follow procedures
Strong organizational and time management skills
Team-oriented with a willingness to assist and cross-train
Ability to work in a time-sensitive environment and meet strict deadlines
Preferred Qualifications
1–2 years of experience as a CSR or in a related banking role
2-year college degree, or equivalent combination of education and experience
Conditions of Employment Conditions of Employment:
Must be able to pass a criminal background check
This is a full-time position
FLSA Status:
Non-Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range USD $32,146.00 - USD $45,185.00 /Yr. #J-18808-Ljbffr
Deposit Account Maintenance Specialist
to join our team. This role is responsible for processing deposit account maintenance and verification tasks across a variety of account types, including DDA, SAV, COD, IRA, and HSA. The ideal candidate will have a strong understanding of banking regulations and compliance, and will support branch personnel through phone and email communications.
This position involves reviewing account changes, supporting IRA/HSA transactions, assisting with departmental procedures, and contributing to process improvements. The successful candidate will also help coordinate daily workflow and support merger-related activities.
What You’ll Do
Provide accurate and high-quality service while maintaining strong customer relationships
Support bank locations with IRA and HSA transfer and rollover inquiries
Process maintenance requests and corrections for various account types
Monitor IRA distributions and communicate required minimum distributions to customers
Review account changes for accuracy and determine authorities from entity agreements
Handle Reg D activity, TIN mismatches (B-notices), and W-9 processing for savings bonds
Assist with training and cross-training within the Deposit Account Maintenance Department
Serve as backup for Deposit Account Maintenance and Deposit Documentation staff
Help implement and maintain departmental procedures and coordinate daily workflow
Assist with offsite/onsite storage tasks and merger/acquisition processes
Support month-end reporting and suggest process enhancements
Requirements For Success
Flexibility to work overtime and weekends as needed
Strong understanding of bank operations, policies, and IRA/HSA regulations
Proficiency in Microsoft Office (Outlook, Excel, Word) and general office equipment
Excellent interpersonal, written, and verbal communication skills
Detail-oriented with the ability to focus on repetitive tasks and follow procedures
Strong organizational and time management skills
Team-oriented with a willingness to assist and cross-train
Ability to work in a time-sensitive environment and meet strict deadlines
Preferred Qualifications
1–2 years of experience as a CSR or in a related banking role
2-year college degree, or equivalent combination of education and experience
Conditions of Employment Conditions of Employment:
Must be able to pass a criminal background check
This is a full-time position
FLSA Status:
Non-Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range USD $32,146.00 - USD $45,185.00 /Yr. #J-18808-Ljbffr