Deposit Operations Specialist at Sunflower Bank NA

Plano, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Mar, 26

Salary

0.0

Posted On

10 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Attention to Detail, Analytical Skills, Problem-solving Skills, Microsoft Word, Microsoft Excel, Microsoft Outlook, Data Entry, Organizational Skills, Communication Skills, Bank Operations, Compliance, Customer Service, IRA/CD Knowledge, Document Imaging, IRS Documentation, Research Skills

Industry

Banking

Description

Description At Sunflower Bank, we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full-time position of Deposit Operations Specialist in Plano, TX! Description: The Deposit Operations Specialist is responsible for performing a wide variety of operational duties for deposit accounts in a high-volume deadline-driven environment. The Deposit Operations Specialist is responsible for ensuring the accuracy and integrity of customer account records. This position provides exceptional service to internal staff while serving as a resource on account opening documentation requirements and other deposit operation functions. Responsibilities: Verify new account input and account maintenance performed on the core through system reports to ensure all input is accurate. Validate all documents for new accounts and account updates are received and accurately completed to meet compliance and Bank standards. Maintain an in-depth, working knowledge of all IRA/CD products and services as they relate to operational procedures, increased efficiencies and profitability within the banking center. Research and clear CD and IRA entries and entries on other internal accounts. Interact with Financial Centers regarding all IRA/CD Operations supported Operational and Risk Functions. Review and validate all required IRS specific documentation and coding for all IRA/CD transactions is received and accurate for proper IRS reporting on customer accounts. Process IRA distributions Identify exceptions and follow up on any outstanding items resulting from the system and document review. Track missing documents and ensure that errors are resolved to meet compliance and Bank standards. Perform document imaging tasks to comply with Bank and regulatory requirements as well as for research and storage purposes, ensuring scanned documents meet quality standards and are indexed accurately and timely. Process return mail according to department procedure. Review closed accounts according to department procedures. Run reports per department procedures. Ensure accurate tax reporting on deposit accounts and via OTC input. Verify rate sheet input per department procedure. Execute the TIN verification query per department procedure. Provide prompt, efficient and accurate support to internet staff. Process research requests meeting all deadlines. Education / Experience Preferred: High School Diploma or equivalent required, some college preferred. Minimum 2-year previous retail bank or bank operations experience required. Familiarity with bank operations and regulations preferred. Effective analytical and problem-solving skills. Ability to manage multiple tasks and deadlines simultaneously. Demonstrated attention to detail and accuracy. Expertise with Microsoft programs such as Word, Excel and Outlook and ability to use all applicable systems, technology and software to perform the job. Proficient with data entry. Ability to work in an area governed by production standards. Professional demeanor and appearance Excellent organizational and communication skills Pay is dependent on knowledge, skills, abilities, experience, and location. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: • Rooted in Strength • Propelled by Growth • Individuals in a Great Whole • Creating Possibility • Community Focused Associates enjoy outstanding benefits, including: • 401(k) Plan with 6% Match • Health/Dental/Vision Insurance • Company-paid Life Insurance • Tuition Reimbursement • Fitness Reimbursement • Paid Time Off • Volunteer Leave • Paid Holidays • Plus many more associate perks & incentives! If you qualify, apply online at www.sunflowerbank.com/careers. You’ve never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.

Responsibilities

The Deposit Operations Specialist is responsible for performing a variety of operational duties for deposit accounts, ensuring accuracy and integrity of customer account records. This role also involves providing exceptional service to internal staff and validating account documentation.