·All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.


Univest Financial Corp


Deposit Ops and Support Specialist II

US-PA-Souderton

Job ID: 6843
Type: Full Time
# of Openings: 1
Category: Operations
Univest Financial Corporation

Overview

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

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

Qualifications

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

Benefits Overview:

Univest offers a comprehensive benefits package that includes:

• 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

Click here for Benefit Information

#Univest

#LI-Hybrid

An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.

Equal employment opportunity, including veterans and individuals with disabilities.

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