Univest Corporation of Pennsylvania

  • Deposit Operations Supervisor

    Location US-PA-Souderton
    Posted Date 3 weeks ago(3/29/2018 4:45 PM)
    Job ID
    # Positions
    Operations - Other
  • Responsibilities

    Serve as direct supervisor for Deposit Operations area, including but not limited to monthly one-on-one meetings & annual review process


    Responsible for overseeing the processing, tracking and records for all tax reporting functions, this includes but is not limited to annual tax reporting, any necessary corrections and reprinting of tax documents for Deposits, IRAs & Health Savings Accounts


    Responsible for overseeing annual compliance with missing W9s, W8s and updating CIFs appropriately per IRS guidelines


    Responsible for overseeing Easy Escrow account openings and maintaining the necessary records for department compliance


    Responsible for overseeing the daily balancing of all deposit, CD, general ledger, ARP & official check account settlements


    Responsible for overseeing all NSF & Non-Post related functions


    Responsible for overseeing all IRA & Health Savings Account functions, including but not limited to account openings and maintaining the necessary records to ensure compliance


    Responsible for overseeing all Records Retention functions, including but not limited to Writs, Subpoenas, Levies, Warrants & record requests


    Support the following functions as needed: CIF and account file maintenance, Safe Deposit Box maintenance and billing issues, CD rate variance reporting, interest rate exceptions, etc


    Provide leadership and work closely with the Deposit Support Supervisor to ensure both areas of the department are working effectively as a team


    Compile area statistic and evaluation reports to be distributed to the department Manager


          Organize and complete onboarding and training of new team members


    Provide support to other departments as required and serve as decision maker relating to operational matters


    Provide additional support and training as required to FC staff to ensure a consistent understanding of operational requirements


    Responsible to assist as liaison between auditors and the department Manager for Deposit Operations related requests


    Manage any vendor relationship associated with Deposit Operations


          Lead special projects as assigned by Manager


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


    Perform additional duties as required


    HOURS:                                Monday to Friday          8:00am to 5:00pm



    High School Diploma or GED equivalent


    5+ years banking experience


    Leadership experience required


    Ability to organize and prioritize to meet deadlines


    Banking & deposit product knowledge essential


    Knowledge of Deposit Regulations


    Excellent customer service and communication skills


    Strong problem solving skills


    Knowledge of Jack Henry, Synergy, Argo preferred


    Proficient with PC, Excel, Word & Power Point


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