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Deposit Operations Specialist II

Jeff Bank
Jeffersonville, NY Full Time
POSTED ON 2/27/2025
AVAILABLE BEFORE 5/26/2025

About the Organization

Jeff Bank has achieved incredible growth and success since its inception in 1913, and it could not have happened without the energy, desire and talent of our employees. We embrace diversity and recognize the importance of creating a team that is committed to the success of our customers, the communities we serve, the Bank and each other.

Our commitment presents many possibilities for career development. Bring your professional image and your passion for providing exceptional service to a dynamic team dedicated to helping create successful businesses, opportunities, financial health and strong, vibrant communities.

We offer a broad range of exciting employment opportunities, with competitive compensation and comprehensive benefits that include :

Health & Welfare Benefits

Paid Time Off

Retirement Savings

Employer Paid Life & Disability Insurance

Flexible Spending Accounts

Tuition Assistance Program

Employee Banking & Loan Discounts

Employee Assistance Program

Continuous Training and Development Opportunities

Position

Deposit Operations Specialist II

Description

GENERAL RESPONSIBILITIES

Responsible for performing a variety of duties to support the Deposit Operations Department including but not limited to the duties of a Deposit Operations Specialist I; coordinating their work within the unit or department, as well as with other departments and units; reporting pertinent information to the supervisor; responding to inquiries or requests for information requested by various means of communication; assisting the supervisor with various tasks to support the department's operations.

ESSENTIAL DUTIES

  • Demonstrate core values and guiding principles as outlined in the Bank's Mission, Vision and Value Statements of which the following are illustrative :

Gives exceptional customer service to both internal and external customers by providing prompt, polite and effective communication.

  • Participates as a member of the team.
  • Positively and proactively contributes to the Bank's strategic plan.
  • Demonstrates support of management.
  • Ensure all activities and work functions adhere to compliance requirements which are defined in company policies and procedures as well as state / federal laws and regulations.
  • Perform the following duties expected of a Deposit Operations Specialist II including but not limited to :
  • Process Fed cash letter adjustments, both incoming and outgoing, and write offs for returns including correspondence with the Federal Reserve Bank and online FRB functions.

  • Review and process ACH Pre-notifications
  • Review and process / reconcile duplicate items.
  • Administration and reporting of all IOLA accounts and remittance of report to IOLA Fund of NY.
  • Review basic IRA paperwork (i., contribution, distribution) to ensure proper completion of forms and correct transaction coding.
  • Completes various mobile banking tasks including approval of new customers, using a set criterion, and managing RDA deposits exceptions, including items are properly endorsed.
  • Complete various Retail Online Banking tasks to support Bank customers with accessing online bankin
  • Manage bill pay account for existing customers.
  • Manage and maintain records for deceased accountholders including but not limited to file maintenance, holds and reclamation of funds.
  • Process affidavit of unauthorized ACH transaction, prepare and return item to the Originator.
  • Process address changes.
  • Verify and process club and interest payout checks.
  • Work collaboratively within department and with other departments to ensure efficient communication and workflow to reach desirable outcomes for all involved.
  • Provide leadership, training and technical guidance to lower-level specialists and new employees.
  • Cooperate with, participate in, have a working knowledge of and support the adherence to all internal policies, procedures, practices, and annual training in support of risk management and overall safety and soundness, including but not limited to BSA, AML, UCC, Regulation CC, E, J, IRA Rules, New York EIPA and CPLR and applicable Federal rules pertaining to attachment orders.
  • Communicate pertinent information to the department supervisor as requested, needed, r directed; compile and organization information for reporting purposes as necessary or as directed and provide report(s) to appropriate Bank personnel.
  • Assist supervisor with various administrative tasks to support department / unit operations, as directed; may also be assigned special projects.
  • ANCILLARY DUTIES

    Performs other related duties as assigned or directed.

    Salary Range

    17.82 - $22.15 Hourly

    JOB LOCATION / ENVIRONMENT

    Operations Building - 1st Floor

    EQUIMPMENT / MACHINES / SOFTWARE

    Telephone

    Computer

    Adding Machine

    Printer / Scanner / Copier / Fax machine

    Microsoft Office software

    Word

    Excel

    Outlook

    Position Requirements

    BASIC QUALIFICATIONS

    Education / Training & Experience :

    A high school diploma or equivalent with an emphasis in a business curriculum.

    Skill(s) :

    Strong customer relations, interpersonal skills, accuracy, reliability, flexibility, professional etiquette, the ability to prioritize multiple tasks and strong time management skills. Ability to investigate a problem and find the ideal solution in a timely, efficient manner. Maintain a professional attitude to both internal and external customers., proficiency in reading, writing and basic business knowledge. Proficient in Microsoft Office including : Outlook, Word, and Excel applications. Team player with proven ability to work cooperatively and independently. Employee should be able to perform work satisfactorily after nine to twelve (9-12) months of on-the-job training.

    Experience :

    A minimum of one (1) year to two (2) years related experience normally required.

    PHYSICAL DEMAND

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

    Sit or Stand for extended periods

  • See to read small print or complex reports
  • Effectively communicate orally
  • Manually operate keyboard, mouse and other personal computing devices
  • May occasionally lift, up to 15 pounds
  • Full-Time / Part-Time

    Full-Time

    Location

    Operations Building

    Number of Openings

    Post Internal Days

    EOE Statement

    Affirmative Action Notice

    Jeff Bank is proud to be an Affirmative Action Equal Opportunity Employer Minorities / Females / Disabled / Veteran. Our Bank is committed to a policy of equal employment opportunity for applicants and employees. We treat each in a manner free of discrimination regarding race, creed, color, religion, sex, sexual orientation, national origin, age, disability, marital status, veteran status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.

    Pay Transparency Policy

    The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

    This position is currently accepting applications.

    Salary : $18 - $22

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