Job Description

Are you looking for an opportunity to support a leading community and private bank serving Bay Area businesses, nonprofits, and individuals? Bank of San Francisco is seeking a Deposit Operations Specialist to become a critical part of our team. Please contact us today to discuss this opportunity!

Deposit Operations Specialist

Location: San Francisco, CA

Job Responsibilities

• Assist new and existing client relationships
• Ensure new accounts processes are adhered to including required documentation, retention, and all regulatory requirements including but not limited to Bank Secrecy Act and Know Your Customer.
• Maintain in-depth understanding of products and services and correcting any errors and responding to all client inquiries promptly.
• Support with collecting loan applications, financial documents of prospects.
• Responsible for product setup and deposit operations,
• Ensure operational efficiency and effectiveness
• Assist with addressing client complaints and inquiries; maintain contact with clients through telephone or written communication, as needed.
• Assist with contacting clients on maturing CDARS and CDs in a timely manner for transfers and reinvestments.
• Ensure all bank-required training is completed on time.
• Complete any other assignment that is deemed necessary by the head of private banking to grow business.

Requirements:

• High School Diploma or equivalent.
• Minimum 2 years of banking operational knowledge of deposit and cash management banking regulations.
• Excellent oral and written communication skills
• High level of interpersonal skills with both internal and external clients.
• Proficiency with Microsoft Office, specifically Word and Excel; knowledge of Salesforce.
• A thorough knowledge of all bank services, deposit compliance regulations, Bank Secrecy Act, and management experience.
• A high level of client service and interpersonal skills to communicate effectively throughout the Bank and to represent the Bank positively to current and potential clients.

To apply please send your resume or inquiry to Sue at humanresources@bankbsf.com

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed.

BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual’s race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance. All qualified applicants are encouraged to apply.

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