Assistant Director of Deposit Services

Job Description

Job Description

CLASSIFICATION: Exempt

REPORTS TO: Director of Deposit Operations

JOB DESCRIPTION

Summary/Objective

Provides strategic leadership over the Bank’s service-delivery channels. This role is designed for a seasoned operations leader to pivot toward high-level internal consultation and the optimization of the customer and banker experience.

This role is responsible for ensuring that the "Service" side of the house scales alongside the "Operational" side. This individual will oversee the teams that act as the primary support for branches, business and commercial bankers, focusing on complex account structures, onboarding for Treasury Management, and maintaining a culture of "Service Beyond Expectations."

Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Manage staff, including hiring, training and mentoring, performance evaluations, and disciplinary actions as needed.
• Work with direct reports to assist in planning, organizing, and managing the day-to-day servicing activities
• Provide leadership and coaching to department managers and supervisors, ensuring consistent application of policies, procedures, and performance standards across all Deposit Services functions.
• Assist in the development and implementation of policies and procedures to ensure operational effectiveness, efficiency, sustainability, resiliency, and scalability.
• Oversee the specialized teams responsible for the review and maintenance of complex account types, including Fiduciary, Municipal, HOA, and specialized Commercial entities.
• Continually evaluate operational practices and procedures across all Deposit Servicing departments.
• Drive automation and workflow adoption (Jack Henry Enterprise Workflow, Synergy indexing, FreshService).
• Partner with the Sales and Treasury teams to ensure seamless onboarding and technical support for high-value commercial deposit clients.
• Use strategic judgement to review and escalate risk elements, ensuring strict adherence to policies, procedures, and regulatory requirements.
• Establish and manage sophisticated Service Level Agreements (SLAs) to ensure that account opening, maintenance, and research requests are handled with industry-leading speed and accuracy.
• Partner with Business Support & Delivery and Project Management Office on process redesign, system conversions, and strategic initiatives impacting Deposit Services.
• Act as a key point of contact for internal audits and external examinations related to deposit service compliance, focusing on the heightened standards of a $10B+ institution.
• Identify and implement service-oriented technologies (e.g., advanced CRM integration, automated client communication tools) that enhance the customer journey.
• Coordinate and work with Retail Staff and other internal departments on system and process changes implementation and roll out.
• Ensure completion of required reports and records accurately and promptly.
• Ensure management is informed of area activities and of any significant problems or concerns.
• Ensure all confidential information in the work area is properly secured each day.
• Maintain privacy of customer account information.
• Acts as liaison with examiners and auditors.

Other Duties

• Support new product implementation or product/system enhancements.
• Maintain appropriate relationships with third-party system vendors.
• Serve on all appropriate committees and projects as required.
• Other duties as assigned.

Skills/Abilities

• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Effective interpersonal relationships with management and team members.
• A thorough understanding and application of all policies, procedures and regulations pertaining to the work of Deposit Services.
• Ability to effectively manage time as related to daily tasks.
• Ability to prioritize multiple demands in a high-pressure environment while maintaining professional demeanor.
• Ability to operate in a team environment to accomplish shared goals.
• Ability to work with basic mathematical concepts.
• Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

• Proficient in the use of Microsoft Office.

• Ability to learn and become proficient with a variety of server and/or PC based software systems.

Supervisory Responsibility

This position has supervisory responsibilities.

Work Environment

This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

Physical Demands

This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.

Travel

Travel may be required for this position.

Education and Experience

• College degree preferred, but High School Diploma with some college and/or banking related or other relevant education will be considered.
• 5 – 7 years of management in the banking industry, preferably operations or a related field required.
• Experience with core (Silverlake), workflow tools.

Equal Employment Opportunity/M/F/disability/protected veteran status

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.