Deposit Services Maintenance Specialist

Join our team as a Deposit Services Maintenance Specialist, where you'll play a key role in ensuring the accuracy, security, and compliance of new account data while delivering exceptional service to both internal and external customers. In this detail-oriented role, you'll verify account information, process updates, and help safeguard against fraud, all while contributing ideas to improve processes and customer experiences. We're looking for a collaborative, tech-savvy professional with strong problem-solving skills and a commitment to excellence. If you're ready to make an impact in a fast-paced, team-oriented environment, we'd love to hear from you!

Perform Data Entry Accurately and Efficiently

• Verify new account data on the system for deposit accounts including Checking, Savings, IRA, Certificates of Deposit, Safe Deposit Box, etc with a high level of detail and accuracy.
• Perform file maintenance changes to account and/or portfolio information and ensure compliance with all changes. This includes stop payment information, charge addendas, address changes, account changes, etc.
• Review various audit reports daily to ensure compliance with procedures and security.
• Review accounts for potential fraud and report discrepancies to appropriate Bank personnel.

Quality Customer Service

• Promote and maintain positive relations with all internal and external contacts, customers and potential customers.
• Research and assist in problem solving issues/concerns as needed.
• Contribute ideas on ways to resolve problems to better serve the customer and/or improve productivity and efficiency.
• Refer customers to other bank personnel when appropriate.

Adhere to all Bank Security/Compliance Regulations

• Complete all annual bank security and compliance training.
• Maintain confidentiality of customer information at all times.
• Stay current on all compliance regulations required for the Deposit Services area and adhere to all associated guidelines.

Other Responsibilities

• Keep storage/retention items current.
• Assist in keeping procedure manuals up to date.
• Work as part of a team to accomplish office/department goals. This includes working additional hours as needed and/or taking on additional responsibilities as needed.
• Participate in internal/external training as appropriate.
• Participate in community involvement/bank activities as appropriate.
• Perform all other duties as assigned.

• High School Diploma or equivalent.
• One to two years previous financial institution experience.
• Strong working knowledge of Microsoft Office Suite, proficient typing/keyboarding skills.
• Enhanced ability and willingness to learn new programs, software and technology.
• Excellent interpersonal and communication skills.
• Demonstrated problem solving skills with the ability to make good decisions and exercise independent judgment.
• Strong organizational skills with the ability to prioritize multiple competing tasks and work in a fast-paced environment.
• Strong attention to detail with excellent follow up skills.
• Willingness to work toward goals and performance standards of the department including the ability to put forth the extra effort necessary to make the department a successful operation: (i.e. working additional hours, attending outside educational programs, etc.)
• Flexibility with hours and willingness to occasionally travel to other locations in order to meet the demands of the department.
• Ability to speak, read, write and understand English well and speak clearly.
• Willingness and ability to participate in community functions where the office is involved.
• Demonstrated ability to represent the organization in a professional, positive manner.

Preferred Qualifications

• Associates degree in Business, Accounting, Finance or similar education.
• Previous banking experience, preferably in an Operations capacity, and familiarity with financial products and services.
• Understanding of account titling requirements for new accounts.
• Knowledge of general accounting procedures.

This is a full time role between the hours of 8:00 AM to 5:00 PM Monday through Friday. Flexibility in scheduling may be needed on occasion.

Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer.

Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us.