Deposit Operations Specialist

2 weeks ago

San Francisco, United States Bank of San Francisco Full time

Are you looking for growth opportunity supporting a fast growing, fast paced, client-oriented boutique bank with opportunity to learn and grow? The Bank of San Francisco is looking for a Deposit Operations Specialist to become a critical part of our team. Please contact us today to discuss this opportunity


Deposit Operations Specialist


Location: San Francisco, CA


Job Responsibilities

  • Assist new and existing client relationships
  • Ensure new accounts processes are adhered to including required documentation, retention, and all regulatory requirements including but not limited to Bank Secrecy Act and Know Your Customer.
  • Maintain in-depth understanding of products and services and correcting any errors and responding to all client inquiries promptly.
  • Support with collecting loan applications, financial documents of prospects.
  • Responsible for product setup and deposit operations,
  • Ensure operational efficiency and effectiveness
  • Assist with addressing client complaints and inquiries; maintain contact with clients through telephone or written communication, as needed.
  • Assist with contacting clients on maturing CDARS and CDs in a timely manner for transfers and reinvestments.
  • Ensure all bank-required training is completed on time.
  • Complete any other assignment that is deemed necessary by the head of private banking to grow business.


Requirements:

  • High School Diploma or equivalent.
  • Minimum 2 years of banking operational knowledge of deposit and cash management banking regulations.
  • Excellent oral and written communication skills
  • High level of interpersonal skills with both internal and external clients.
  • Proficiency with Microsoft Office, specifically Word and Excel; knowledge of Salesforce.
  • A thorough knowledge of all bank services, deposit compliance regulations, Bank Secrecy Act, and management experience.
  • A high level of client service and interpersonal skills to communicate effectively throughout the Bank and to represent the Bank positively to current and potential clients.


To apply please send your resume or inquiry to Sue at humanresources@bankbsf.com


The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed.


BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual’s race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance. All qualified applicants are encouraged to apply.

  • Deposit Operations Specialist I

    2 months ago

    San Antonio, United States The Bank of San Antonio Full time

    Apply Job Type Full-time Description The Deposit Operations Specialist I position is responsible for providing superior and quality service and support while providing efficient and accurate transaction processing. Performs research on outages to aide in the various balancing tasks, completes records and maintains files. Work also includes performing...

  • Deposit Operations Specialist I

    3 weeks ago

    San Antonio, United States The Bank of San Antonio Full time

    Apply Job Type Full-time Description The Deposit Operations Specialist I position is responsible for providing superior and quality service and support while providing efficient and accurate transaction processing. Performs research on outages to aide in the various balancing tasks, completes records and maintains files. Work also includes performing...

  • Deposit Operations Specialist

    4 weeks ago

    San Diego, United States Axos Bank Full time

    Axos Bank Target Range: $21.00/Hr. - $23.00/Hr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% - These discretionary...

  • Deposit Operations Specialist

    2 days ago

    San Diego, United States Axos Bank Full time

    Axos Bank Target Range: $21.00/Hr. - $23.00/Hr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% - These discretionary...

  • Deposit Operations Specialist I

    1 month ago

    San Antonio, United States The Bank of San Antonio Full time

    Job Type Full-time Description The Deposit Operations Specialist I position is responsible for providing superior and quality service and support while providing efficient and accurate transaction processing. Performs research on outages to aide in the various balancing tasks, completes records and maintains files. Work also includes performing related...

  • Deposit Operations Specialist

    4 weeks ago

    San Diego, United States axosbank.com Full time

    Axos Bank Target Range: $20.00/Hr. - $21.50/Hr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target...

  • Avp, Deposit Operations Manager

    3 weeks ago

    San Diego, United States North Island Credit Union Full time

    AVP, Deposit Operations Manager **General Summary** Under the direction of the Director, Deposit Operations, this position is responsible for providing leadership and direction to department employees including staff development, motivation, and training. This position is responsible for day-to-day operations of the Deposit Operations department and...

  • Deposit Operations Representative

    1 week ago

    San Antonio, United States Soarion Credit Union Full time

    Job DescriptionJob DescriptionJOIN SOARION in 2024!!Joining Soarion Credit Union is the career move to make in 2024! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off for Federal holidays!Role:Performs...

  • AVP, Deposit Operations Manager

    3 weeks ago

    San Diego, United States North Island Credit Union Full time

    Job DescriptionJob DescriptionAVP, Deposit Operations ManagerGeneral SummaryUnder the direction of the Director, Deposit Operations, this position is responsible for providing leadership and direction to department employees including staff development, motivation, and training. This position is responsible for day-to-day operations of the Deposit Operations...

  • Deposit Services Support Specialist I

    2 days ago

    San Antonio, United States Broadway Bank Full time

    Position: Deposit Services Support Specialist I | Division: Deposit Operations Work Days: Monday - Friday; rotating Saturday| Hours of Operation: Rotating shifts from 6:00am-6:15pm Why Broadway Bank: We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and...

  • AVP, Deposit Operations Manager

    6 days ago

    San Diego, United States North Island Credit Union Full time

    General SummaryUnder the direction of the Director, Deposit Operations, this position is responsible for providing leadership and direction to department employees including staff development, motivation, and training. This position is responsible for day-to-day operations of the Deposit Operations department and supervisory responsibilities in accordance...

  • Avp, Deposit Operations

    2 weeks ago

    San Diego, United States North Island Credit Union Full time

    Overview: **General Summary** Under the direction of the Director, Deposit Operations, this position is responsible for providing leadership and direction to department employees including staff development, motivation, and training. This position is responsible for day-to-day operations of the Deposit Operations department and supervisory responsibilities...

  • Customer Support Specialist

    1 week ago

    San Francisco, California, United States Fullsteam Operations Llc Full time

    It's fun to work in a company where people truly BELIEVE in what they're doingWe're committed to bringing passion and customer focus to the business.The Flybook, part of the Fullsteam Organization, is looking for a Customer Support Specialist to join our teamRequired to works West Coast hours, including Saturdays with Sundays and Mondays off.The businesses...

  • Video Operations Specialist

    6 days ago

    San Francisco, United States Solomon Page Full time

    Our client, a well-known entertainment company, is looking for a Video Operations Specialist to join their team for a 12 month contract. This position is fully remote, hours are 7 am to 3pm EST. Must be able to work Saturday and Sunday, the other 3 days of the week are flexible so you can work what days you prefer. This is a 24/7 team. The Streaming...

  • Deposits Quality Assurance Assistant Manager

    3 weeks ago

    San Francisco, United States First Republic Full time

    **Deposits Quality Assurance Assistant Manager** **Overview** At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our...

  • Deposits Quality Assurance Assistant Manager

    1 month ago

    San Francisco, United States First Republic Full time

    **Deposits Quality Assurance Assistant Manager** **Overview** At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our...

  • Deposits Quality Assurance Assistant Manager

    3 weeks ago

    San Francisco, United States First Republic Full time

    **Deposits Quality Assurance Assistant Manager** **Overview** At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our...

  • Deposition Officer

    4 weeks ago

    San Diego, United States U.S. Legal Support Full time

    **Deposition Officer** Are you tech-savvy and interested in the legal industry? U.S. Legal Support is looking for a Deposition Officer! No prior experience is necessary - we provide comprehensive training. **This role requires reporting onsite to various locations in California throughout the week on a set schedule.** U.S. Legal Support has been...

  • Deposition Officer

    2 days ago

    San Diego, United States U.S. Legal Support Full time

    **Deposition Officer** Are you tech-savvy and interested in the legal industry? U.S. Legal Support is looking for a Deposition Officer! No prior experience is necessary - we provide comprehensive training. **This role requires reporting onsite to various locations in California throughout the week on a set schedule.** U.S. Legal Support has been...

  • Temp HR Operations Specialist

    7 days ago

    San Francisco, United States The Phoenix Group Full time

    Our client, a multinational law firm, is seeking an HR Operations Specialist to support their team! General Responsibilities: Tier 1 Support: Review and approve Workday HR transactions submitted via Employee and Manager Self-Service. Data Entry: Ente Operations Specialist, Operations, HR, Systems Analyst, Specialist, Audit, Manufacturing, Staffing