Deposit Servicing Representative
4 weeks ago
Job Summary
HawaiiUSA FCU is seeking a dedicated professional to fill the role of Deposit Servicing Representative. This position involves servicing Share, Draft, Certificate, and IRA accounts post-opening, supporting both internal and external members across multiple channels. The ideal candidate will be adaptable, detail-oriented, and committed to enhancing the efficiency of deposit servicing duties.
Key Responsibilities
• Process checks, drafts, charge backs, and tax levies.
• Handle IRA RMD transactions and support.
• File legal documents for garnishments.
• Manage account maintenance and incoming mail.
• Support trust account openings and check/share adjustments.
• Prepare charge-offs and review branch forms.
• Maintain document imaging and support Deposit Servicing functions.
• Meet daily deadlines and resolve Helpdesk issues.
• Assist with ledger reconciliations and cross-train for back-office tasks.
• Update procedures, generate reports, and process Escheat Accounts.
• Suggest workflow improvements.
Requirements
• Two years demonstrated high performance in a financial organization with emphasis on operations and High School diploma or GED with business related courses beneficial; or a BA degree preferably in Business with an emphasis in Finance, Economics, Marketing, or Accounting.
• Two to four years of related experience, preferably with an emphasis on financial services operations.
Professional Qualities for Success
• Professional etiquette and customer service.
• Strong analytical, decision-making, and communication skills.
• Independent, team-oriented, and organized.
• Maintain confidentiality.
• Effective presentation skills.
• Goal-oriented and adaptable.
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