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Deposit Support Specialist
Deposit Support SpecialistUmpqua Bank • Addison, TX, US
Deposit Support Specialist

Deposit Support Specialist

Umpqua Bank • Addison, TX, US
18 days ago
Job type
  • Full-time
Job description

Banking Operations Specialist

At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.

About the Role

This position is responsible for assisting branches with all operational questions regarding bank procedures. Provides detailed analysis of all types of legal and business documentation, identify areas / levels of risk, and sets and communicates conditions and requirements and provides solutions and guidance. This is the first line of support to all our branches.

  • Assist branches with process and procedural information according to standard operating procedures and training manuals.
  • Provide expert guidance on complex inquiries.
  • Assist branches with questions regarding account opening and maintenance.
  • Investigate and resolve all but the most complex operational questions.
  • Provide review and analysis of the following, including but not limited to : All types of business entity documentation, Powers of attorney, Trust documentation, Decedent account documentation, Guardianships / Conservatorships, IRA / HAS.
  • Assist branches on IRA new account setup, completion of forms, and processing transactions.
  • Provides options for alternative solutions when assisting with exception situations.
  • Analyze risk associated with exception situations.
  • Serve as an escalation point for retail branches, which includes compiling data and formulating recommendations for review by retail administration leadership.
  • Act as an escalation and / or approval point for various CIP related requests and complex account types.
  • Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
  • Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
  • Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
  • May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
  • Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
  • Takes personal initiative and is a positive example for others to emulate.
  • Embraces our vision to become "Business Bank of Choice"
  • May perform other duties as assigned.

About You

  • High school diploma or GED, required.
  • 2 years of retail branch banking, branch support, or equivalent experience, required.
  • Strong working knowledge of banking operations practices, principles, applications, methods, policies, and procedures.
  • Ability to professionally communicate, both written and verbal, across all business lines and job levels.
  • Excellent research and problem-solving capabilities.
  • Ability to work independently and collectively within a team environment.
  • Ability to effectively discern information and formulate appropriate action and set priorities.
  • Proficient in FIS Insight, Concierge, Deposit Origination, Image Center / FCM, CBOP, and Microsoft Office suite.
  • Excellent interpersonal skills.
  • Travel Type : Occasional

    Job Location(s) : Ability to work fully onsite at posted location(s).

    15301 North Dallas Parkway Suite 850

    Addison, TX 75001

    Our Benefits : We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.19 - $27.00, and the pay rate for the selected candidate is dependent up on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

    We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

    Our Commitment to Diversity : Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email : careers@columbiabank.com.

    To Staffing and Recruiting Agencies : Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submission will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

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    Deposit Specialist • Addison, TX, US

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