Insured Deposit Solutions Specialist

Agility 360 is searching for Insured Deposit Solutions Specialists for a 6-month contract role located in the Phoenix, AZ area. The ideal candidate will have previous experience with banking operations and a strong attention to detail. Main job functions include operational processing, customer/account maintenance, workflow management, reconciliation of data, exception handling, and validation activities.

ESSENTIAL JOB FUNCTIONS

• Routinely validate customer information, maintain accounts, update profiles, process changes, and ensure information matches across systems.
• Review setup forms & customer agreements
• Confirm required signatures and validate account information
• Compare documents against core system records
• Identify missing information & escalating discrepancies
• Manage high-volume work queues while meeting service levels
• Compare data between systems
• Validate setup forms, review agreements and account relationships
• Confirming rate structures and exclusions
• Following procedures exactly and document everything, maintain compliance standards
• Professional communication with clients via email

EDUCATION / EXPERIENCE REQUIREMENTS ADDITIONAL DETAILS

• High School Diploma, or GED equivalent required
• At least 1+ years of banking / deposit operations experience required
• Treasury Management and/or Commercial Banking Operations experience preferred
• Experience with Jack Henry, Fiserv, or similar core systems
• FIS IBS or IDS experience preferred
• Account maintenance experience
• Strong Microsoft Office proficiency
• Strong attention to detail
• Ability to follow step-by-step procedures
• Ability to review and validate documentation
• Strong data entry accuracy
• Ability to manage multiple requests simultaneously
• Experience working in regulated environments
• Strong written communication skills

PHYSICAL REQUIREMENTS:

• Position requires all forms of dexterity/mobility which may include extended periods of sitting/standing. May occasionally required to reach with hands and arms, twist, climb or balance, stoop, kneel crouch or crawl.
• Specific vision abilities required include close vision, distance vision, color vision, peripheral, depth perception and the ability to adjust focus.
• Must be able to speak and hear, lift and carry up to twenty-five pounds (25 lbs.) or occasionally more. 
• May be required to drive for business purposes and must hold a valid driver’s license in good standing and maintain personal auto insurance in compliance with local or state requirements.
• Ability to work in a fast-paced, occasionally noisy, or distracting environment. 

DETAILS:

• Pay rate: $21-$25/hr (based on experience)
• 6-month contract, possibility for extension based on business needs
• Shift/Schedule: Monday - Friday, 7:30am-4:00pm (with availability to work weekends & holidays, as needed)
• Location: Phoenix, AZ (fully onsite)