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Deposit & Reporting Services Specialist
expires on: December 6, 2020
LOCATION: St. Paul, MN + Remote
JOB #: 101868
JOB TYPE: Consulting
CATEGORY: Other
DURATION: Direct Hire
CLIENT: Financial Services Organization

Deposit & Reporting Services team members conduct a wide range of functions. This position delivers exceptional service and support to external and internal clients by ensuring requests are completed in an accurate and timely manner.  The primary responsibilities include:  Individual Retirement Account (IRA) and Health Savings Account (HSA) support including tax corrections, account maintenance and document review. Performs crucial data verification by monitoring reports and assist with account maintenance projects. This position processes garnishments, levies, legal service of process requests, Lawyer & Real Estate Trust account reporting, tax corrections, death notices, Federal withholding, escheatment and affidavits of collections.
 
Qualifications:
High school diploma or GED and 1 – 2 years banking experience or educational equivalent.
 
Essential:

  • Legal Experience is required
  • Proven ability to perform critical data verification by monitoring reports and assist with account maintenance projects
  • Experience in research and processing customer information
  • Strong detail orientation
  • Understanding of basic accounting (General Ledger etc.) principles and banking product transactions (safe deposit boxes, Certificates of Deposits, Money Market IRAs etc.)
  • Capable of learning and following regulated processes for privacy and security measures
  • Analytical insight orientation, able to support various report production on a daily, weekly or monthly basis
  • Ability to train others on job function
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