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Position Summary
Heitmeyer Consulting is supporting a banking partner who is looking for a Deposit Support Representative who supports the day-to-day servicing and maintenance of deposit accounts, including checking, savings, and certificates of deposit. This role is responsible for account maintenance, exception processing, customer research, document management, and operational support. The ideal candidate is detail-oriented, customer-focused, and comfortable working in a fast-paced banking operations environment.
Required Qualifications
- High school diploma or GED
- Minimum of 1 year of banking, deposit operations, customer service, or related experience
- Strong data entry and administrative skills
- Proficiency with Microsoft Office applications, including Excel
- Strong attention to detail and accuracy
- Good organizational and time management skills
- Strong verbal and written communication skills
- Ability to maintain confidentiality of customer information
- Ability to work effectively in a deadline-driven environment
Preferred Qualifications
- Deposit operations experience
- Experience supporting checking, savings, and CD accounts
- Knowledge of NSF processing, stop payments, dormant accounts, and non-post items
- Experience researching account discrepancies and resolving exceptions
- Familiarity with banking core systems
- Experience scanning, indexing, and maintaining electronic records
- Understanding of banking compliance and fraud prevention practices
Key Responsibilities
Deposit Account Servicing
- Support servicing and maintenance of checking, savings, and certificate of deposit accounts
- Process stop payments, dormant account activity, and account maintenance requests
- Investigate and resolve non-post transactions
- Verify large-dollar checks and endorsements
- Maintain customer profiles, account records, and portfolio information
- Process time-sensitive operational transactions accurately and efficiently
Research & Documentation
- Perform research and error correction on customer accounts
- Prepare account verifications and supporting documentation
- Scan, index, and maintain electronic financial records
- Ensure documentation is complete, accurate, and properly maintained
- Assist with reporting and operational recordkeeping requirements
Customer Service & Operational Support
- Respond to customer and internal inquiries in a timely manner
- Partner with branch staff and internal departments to resolve issues
- Provide backup support for operational functions and the Call Center as needed
- Coordinate activities across departments to ensure efficient service delivery
- Support special projects and department initiatives as assigned
Compliance & Risk Management
- Adhere to bank policies, procedures, and regulatory requirements
- Support fraud prevention and Red Flag compliance activities
- Protect confidential customer and account information
- Complete required compliance and regulatory training
- Follow established operational controls and risk management practices
Heitmeyer Consulting is an equal opportunity employer, and we encourage all qualified candidates to apply. Qualified applicants will be considered without regard to minority status, gender, disability, veteran status or any other characteristic protected by law.