Deposit Operations Specialist
Pathfinder Bank - Oswego, NY
Hiring: Deposit Operations Specialist Company: Pathfinder Bank Location: Oswego, NY Job Posted Time: 2026-09-10 13:32:14 Employment Type: Full-time Target Skills & Keywords : Microsoft Excel, Microsoft Office About the job Experience: •5 years of experience in a banking, financial services, or operations-related environment preferred Required Skills: •At Pathfinder Bank, you are not just an employee. You are a valued member of a team that takes pride in helping local businesses and communities grow. When you join us, you become part of a people-first culture built on respect, development, and service. •Review daily and monthly reports and supporting documentation to ensure customer and deposit account setups and changes are completed accurately and in accordance with Bank policies and applicable regulations •Review new customer and deposit account information, including Customer Identification Program (CIP) information and required account documentation •Perform detailed research on customer accounts in response to internal and external requests, including asset verification requests and subpoenas •Interface directly with Loss Mitigation and Security to monitor delinquent accounts and process activity as necessary to help protect the Bank against fraudulent or negative account activity •Maintain and support the Bank’s IRA and HSA customer base, including account setup, documentation, reporting, and servicing inquiries •Maintain control and tracking processes for returned mail •Review and process deposit-related reports, including Court and Trust and IOLA reports Qualifications: •High school diploma or equivalent required •General knowledge of Deposit Operations processes required •One year of experience in document imaging, records management, or administrative support preferred •3–5 years of experience in a banking, financial services, or operations-related environment preferred •Knowledge of key banking regulations and experience applying them in an operational setting preferred •Strong organizational skills with the ability to manage multiple priorities and deadlines •Excellent written and verbal communication skills with a high degree of professionalism and discretion •Demonstrated capacity to work independently with minimal supervision while maintaining strong attention to detail and accuracy •Demonstrated capacity to maintain productivity while performing repetitive tasks and maintaining a high level of concentration •Understanding of confidentiality and data security best practices Compensation: •Competitive compensation and benefits, including health coverage, 401(k) with company match, and generous paid time off Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!