Supervisor - Deposit Account Servicing and Records Job Sacramento area,California USA,Management

supervisor - deposit account servicing and records 8945 cal center dr, sacramento, ca 95826, usa req #6514 wednesday, may 28, 2025

title: supervisor - deposit account servicing and records
status: exempt
report to: senior manager - operations - deposit servicing
department: deposit account servicing
job code: 11232

pay range: $92,300.00 - $93,000.00 annually

general description:

the deposit account services supervisor should have an advanced understanding of financial regulations for all accounts and processes that will enhance the decision-making process. This role will be responsible for leading innovative initiatives, analyzing, and monitoring risk. Support and lead team in account processing, overseeing, and managing all aspects of deposit account services, records and fulfillment teams handling with integrity, respect, and efficiency.

This role requires advanced knowledge of trust accounts, levies, subpoenas, and state laws that govern credit unions. You will lead a team of professionals involved in various stages of the account processing, ensuring compliance with legal regulations, company policies, and ethical standards. Assist the department manager with all aspects of department functions and performance. There are four objectives as a leader at golden 1 credit union:

elevate to a high-performing team – manage, develop, coach talent
own the risk – own the risk of the processes within role mandate
execute flawless and efficient processes – be the owner of the processes including all requirements, systems, execution outcomes, member experience, metrics, reporting and communication
cultivate peer relationships

tasks, duties, functions:

legacy planning: documenting and passing on institutional knowledge to ensure continuity in leadership. Collaborate with successors to ease the transition and provide ongoing support. Develop new processes and enhance existing policy/procedures to ensure both service excellence and scalability. Establish processes that effectively monitor service provided and implement improvement protocols, as necessary.

records and fulfillment: lead the teams to meet service level agreements and ensure accuracy and attention to detail are followed. Protect golden 1 from liability by ensuring processes are following the established procedures and guidelines as well as any bank secrecy and anti-money laundering laws appropriate to the positions.

deposit account servicing: performs annual w-8 and w-9 certifications, b-notice processing for compliance with irs regulations. Reviews end-of-year tax notices, such as 1099 and 1042s. Serve as liaison between internal teams and fiserv, for deposit related tax forms.

digital: a digital leader who is collaborative, and adaptable. Drive digital transformation within the organization by embracing innovation, taking risks, and empowering their team to drive positive change.

leadership and strategic planning: provide visionary leadership and strategic guidance to the team, drawing from experience and knowledge. Develop and communicate a sharp vision, mission, and objectives for the team to ensure alignment with organizational goals. Provide insights and recommendations based on a comprehensive understanding of financial dynamics.

communication: leverage various communication mediums to share insights, updates, and strategic direction. Foster transparency in financial reporting and decision-making processes. Foster a positive, inclusive, and engaging work environment by promoting skill development, coaching for improvement and growth, inspiring others through words and actions and encouraging positive employee morale by living out our mission, vision, and core values.

regulatory compliance: identify and assess financial risks, implementing measures to mitigate potential challenges. Ensure compliance with financial regulations and reporting requirements.

administration: administer, process, and maintain staff payroll, scheduling, personnel reports, disciplinary actions, performance appraisals, management analysis and summary reports. Promptly review, approve, and remit vendor billing statements for prompt payment.

account management: oversee the…


Increase/decrease your Search Radius (miles)



Job Posting Language