Deposit Ops Research Specialist

SouthState Bank

Deposit Operations Research Specialist resolving issues related to deposit account transactions and discrepancies. Conducting detailed research and providing excellent customer service in a hybrid work environment.

Posted 5/20/2026full-timeWinter Haven • Florida • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Responsible for fulfilling customer research requests for statements, check images, documents, etc.
Support yearly processes for escheatment, expired W8s, processing W9 forms, and assessing tax reporting exceptions.
Assist internal customers with inquiries and guide them through the applicable procedures.
Complete outgoing wires for various processes.
Legal order daily processing, such as levies, garnishments, freezes, legal document review, subpoenas.
Work closely with other internal departments, branch staff, or the Call Center to complete all requests correctly.
Complete all work within the established service level assignment to ensure timely input of changes, corrections and review of items originally processed by the branches daily.
Deliver new hire, product, procedure, and system training to team members.

Requirements

What you’ll need

A minimum of 2 years total in banking is required.
Experience with Fiserv banking applications is preferred (Premier Navigator, Director).
Proficient with general office machines, PC experience, and programs to include Microsoft Excel, Outlook, Teams, and other software that might be utilized in the department.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

customer researchtax reportingW8 processingW9 processinglegal document reviewoutgoing wires processingservice level assignmenttraining delivery

Soft Skills

communicationcustomer supportcollaborationguidancetimeliness