Deposit Records Specialist

Essential Duties:

• Administers IRA program/review of CD and IRA reports and transactions in regard to compliance and tax reporting concerns; provides branch and operational support accordingly.
• Performs review and maintenance of dormant accounts.
• Processes subpoenas, tax levies, account garnishments, etc.
• Processes, reviews, and provides support for Power of Attorney paperwork, trust, court order, and UTMA documentation
• Provides support for safe deposit box, complex business deposit issues, and deceased customer concerns.
• Assists in coordinating and reviewing Lawyer Trust accounts (IOLA/IOLTA); prepares monthly remittances and other reports/filings accordingly.
• Assists in review of IRS reporting including Federal Withholding/Alien, etc.
• Coordinates/Administrates/Researches Commercial/Misc. Specialized Business & Deposit Products Review process for Business/Customer account setup for complex structures, Commercial Documentation Review
• Enhanced Account Analysis systemic review and maintenance, works with Business Operations to complete monthly tasks.
• Daily support for Retail and Sales teams for Commercial Deposit Products, assists in prep of CIF Combination Summary Analysis, Assists in Monthly/Quarterly Operational Risk Reviews
• Coordinate and Maintain the ICS/CDARS approval/input process

Benefits Offered to Peoples Security Bank Employees

**Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals**

• Medical Plans
• Dental Plan
• Vision Plan
• Life Insurance
• Disability Insurance
• 401(K) Plan
• ESOP Plan
• Paid Time Off
• Paid Holidays
• Volunteer Time Off
• Employee Assistance Program
• Banking Classes
• Internal Advancement Opportunities

Company Overview

Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day and we are making strides to continue to grow with our amazing team.

• Integrity - it is our foundation, the basis of everything we do. We strive to be professional, honest, trustworthy, confidential, and respectful at all times.
• Excellence – to do things better, exceeding expectations
• Teamwork - working together for a common good, engaging our customers, coworkers, and partners
• Efficient – we will strive to manage our expenses
  

We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us.

Peoples Security Bank and Trust Company is an Equal Opportunity Employer

Education/Training: Associate's Degree or equivalent experience normally required with specialized bank operations training/education.  Paralegal Experience a Plus.

Skill(s): Must demonstrate strong communication skills; proficient mathematics skills; proficient interpersonal relations skills; general knowledge of accounting principles and bank procedures; proficient analytical and problem solving skills; proficient project management skills; proficient time management skills; supervisory skills sufficient to provide guidance and training; proficient PC skills; proficient technical skills including Microsoft Office Excel, Word, One Note and PowerPoint.. 

Experience: A minimum of three (3) years of related experience normally required. 

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer.