Deposit Ops and Support Specialist II

Univest Financial Corporation•Souderton, PA

2d•$18 - $23

About The Position

Univest Financial Corporation (UVSP), has approximately $7.9 billion in assets and $5.4 billion in assets under management and supervision (as of June, 2025). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed to Local giving program is one of the things that differentiates us. In 2024, Univest donated $2.1 million to our local nonprofits and our employees volunteered more than 16,000 hours. At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. We seek career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs-based financial solutions in the communities we serve. We're hiring a Deposit Ops and Support Specialist II to join our Deposit Operations Team. HOURS: Monday to Thursday 8:00am to 5:00pm Additional phone support coverage will be assigned on a rotating basis: Friday 8:00am until 6:00pm Saturdays 9am to 1:00pm Wage Range: The salary for this position ranges from $18.37 to $23.32

Requirements

High School Diploma or GED equivalent
Excellent customer service and communication skills
Ability to organize and prioritize to meet deadlines
Strong problem-solving skills and attention to detail
Knowledge of banking and deposit operations, including business and POA documentation preferred
Experience with Jack Henry, Synergy or equivalent banking systems, Excel, Word, Adobe, Salesforce, Outlook and Teams preferred
Have the capability to complete all job duties remotely as required
Wage Range: The salary for this position ranges from $18.37 to $23.32

Responsibilities

Process, review and quality control of Synergy document batches scanned by Financial Centers and other departments daily (Signature cards, W9s, POAs, business and legal documents)
Reply to internal and external customer calls as part of Platform telephone support, answering questions relating to account opening, maintenance, Argo account opening platform, Qualifile, Xperience, Deposit Document Review Group, Officer Changes, etc.
Perform and assist the team in the following functions: CIF and Account file maintenance using Jack Henry, Argo, Xperience and E-sign
Daily review of reports as assigned on rotating basis
Process file maintenance and other departmental requests as assigned on rotating basis
Research and process promotional credits as assigned on rotating basis
Record and file legal documents, such as Death and Short certificates
Perform other routine department tasks such as filing, opening and sorting mail and provide backup for other department jobs as needed
Knowledge of basic IRA rules and regulations with a strong desire to learn about more complex IRA requirements
Accountable for correct coding of IRA transactions, including review of paperwork for accuracy, error resolution and filing of documents to Synergy
Assist customers with requests for transfers, rollovers, and reinvestments
Educate Financial Center platform team in IRAs through ongoing interactions, phone support and communication
Provide leadership, training and serve as secondary decision maker to department supervisor as required
Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct
Perform other duties as assigned

Benefits

Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
Paid Time Off (PTO): 15 days annually (prorated your first year)
Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year)
Holiday Time Off: 11 paid holidays
Commissions: paid quarterly based on individual and team production
We offer company paid life insurance: as well as other supplemental insurances
Tuition reimbursement
Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
Discounts: on loan products
Professional development trainings