Job Description:

·All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.


Univest Financial Corp


Deposit Operations Support Specialist II

US-PA-Souderton

Job ID: 6227
Type: Full Time
# of Openings: 1
Univest Financial Corporation

Overview

Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. In 2023, Univest donated $2.4 million to our communities, and our employees volunteered more than 13,100 hours.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

We're hiring a Deposit Operations Support Specialist II to join our Souderton Team.

Responsibilities

Process, review and quality control of Synergy document batches scanned by Financial Centers and other departments daily (Signature cards, W9’s, POA’s business and legal documents)

Respond to internal and external customer calls as part of Platform telephone support, answering

questions relating to account opening, maintenance, Argo account opening platform, Qualifile,

Xperience, Deposit Document Review Group, Officer Changes, etc.

Compile statistic and evaluation reports to be distributed to the team supervisor

Perform and support the team in the following functions: CIF and Account file maintenance using Jack Henry, Argo, Xperience and E-sign

Set up and maintain Money Manager, AFT & Stop Payments

Daily review of reports as assigned on rotating basis, ensuring proper backups are in place

Process file maintenance and other departmental requests as assigned on rotating basis

Research and process promotional credits as assigned on rotating basis

Serve as lead and process online closure and service requests

Record and file legal documents, such as Death and Short certificates

Perform other routine department tasks such as filing, opening & sorting mail and provide backup for

other department jobs as needed

Knowledge of basic IRA rules and regulations with a strong desire to learn about more complex account

requirements

Responsible for correct coding of IRA transactions, including review of paperwork for accuracy, error

resolution and filing of documents to Synergy

Assist customers with requests for transfers, rollovers, and reinvestments

Responsible for reporting tax corrections to the Deposit Operations Supervisor

Educate Financial Center platform team in IRAs through ongoing interactions, phone support and

communication when a change in regulation occurs

Provide leadership, training and serve as secondary decision maker to department supervisor as

required

Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct

Perform Other Duties as Required

HOURS:

Monday to Thursday 8:00am to 5:00pm

Additional phone support coverage will be assigned on a rotating basis:

Friday 8:00am until 6:00pm

Saturdays 9am to 1:00pm

Qualifications

High School Diploma or GED equivalent

Excellent customer service and communication skills

Ability to organize and prioritize to meet deadlines

Strong problem-solving skills

Strong writing skills and attention to detail

Knowledge of banking and deposit operations, including business and POA documentation required

Knowledge of Deposit Regulations

Experience with Jack Henry, Synergy or equivalent banking systems, Excel, Word, Adobe, Salesforce, Outlook and MS Teams preferred.

Ability to work independently, understands how to work with and navigate various forms of technology.

Have the capability to complete all job duties remotely as required

Click here for Benefit Information

#Univest

#LI-Hybrid

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

PI239908607

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