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Deposit Services Representative Jobs (NOW HIRING)

Stockman Bank

CUSTOMER SERVICE REPRESENTATIVE

Billings, MT · On-site

$15.75 - $21.50/hr

The Customer Service Representative (CSR) will have extensive in-person and telephone contact and ... Maintain an extensive knowledge of deposits, loan and on-deposit services offered by Stockman Bank ...

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How much do deposit services representative jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for deposit services representative in the United States is $19.57, according to ZipRecruiter salary data. Most workers in this role earn between $16.35 and $22.12 per hour, depending on experience, location, and employer.

What is a deposit services representative?

Deposit Services Representatives are banking professionals who handle customer inquiries and transactions related to deposit accounts, such as checking, savings, and certificates of deposit. They assist customers with account openings, maintenance, and resolving issues such as discrepancies or unauthorized transactions. Their role also involves explaining bank products, ensuring compliance with regulations, and providing excellent customer service to enhance client satisfaction. Deposit Services Representatives play a crucial role in the daily operations of banks and credit unions.

What are the key skills and qualifications needed to thrive as a deposit services representative?

To thrive as a Deposit Services Representative, you need expertise in banking procedures, attention to detail, and a solid understanding of financial regulations, often supported by experience in banking or finance. Familiarity with core banking software, document verification systems, and compliance tools is typically required. Excellent customer service, problem-solving abilities, and effective communication are crucial soft skills in this role. These competencies ensure accurate processing of transactions, regulatory compliance, and a positive customer experience, all of which are vital for the financial institution's trust and reputation.

What are some common challenges faced by deposit services representatives and how can they be addressed?

Deposit Services Representatives often encounter challenges such as handling high transaction volumes, managing complex customer inquiries, and ensuring strict adherence to banking regulations. Staying organized, maintaining up-to-date knowledge of compliance requirements, and developing strong communication skills are crucial for success in this role. Frequent collaboration with other departments, such as fraud prevention and account management, can also help resolve issues efficiently and provide excellent customer service.

What is the difference between Deposit Services Representative vs Customer Service Representative?

AspectDeposit Services RepresentativeCustomer Service Representative
CredentialsHigh school diploma or equivalent; banking certifications often preferredHigh school diploma or equivalent; customer service training
Work EnvironmentBank branches, financial institutionsCall centers, retail stores, corporate offices
Industry UsageFinancial services, bankingVarious industries including retail, telecom, banking
Primary FocusHandling deposit transactions, account inquiries, and banking productsAssisting customers with inquiries, complaints, and service needs

While both roles involve customer interaction, Deposit Services Representatives focus specifically on banking transactions and deposit accounts, whereas Customer Service Representatives handle a broader range of customer issues across various industries.

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Deposit Services Representative jobs near you
Infographic showing various Deposit Services Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $40,709 per year, or $19.6 per hour.

Business Deposit Services Supervisor

Columbia, SC • On-site

Palmetto Citizens Federal Credit Union
Commercial Banking • 201 - 500 employees
Learn more about Palmetto Citizens Federal Credit Unionexternal

Other

Re-posted 17 days ago

Job description

Overview
The Business Deposit Services Supervisor is responsible for leading business deposit services support for business and commercial members by overseeing treasury management onboarding and end-to-end service delivery. The role ensures operational accuracy, efficiency, and consistency in daily member support while supervising the Business Deposit Services Representative, managing escalated issues, and collaborating with internal partners to design and implement solutions that support members' cash flow management and broader financial goals.
Responsibilities
Business Deposit Services Leadership & Team Development
  • Provide day-to-day leadership for Business Deposit Services, including prioritizing workflow, managing coverage, and ensuring quality control to deliver consistent, accurate, and timely member support.
  • Coach, train, and develop the Business Deposit Services Representative, including onboarding, ongoing skills development, performance management, and reinforcement of service and compliance expectations.
  • Foster a high-performance team culture focused on accountability, service excellence, and continuous improvement.
Escalation Management & Member Service Delivery
  • Serve as the primary escalation point for complex treasury management and business deposit-related issues, ensuring timely resolution and clear communication with members and internal stakeholders.
  • Coordinate issue resolution across Operations, Commercial, IT, and other internal partners to ensure efficient service recovery and minimal member impact.
  • Oversee member-facing support activities related to business deposit and treasury services, ensuring a high level of responsiveness, professionalism, and service quality.
  • Proactively identify opportunities to improve the business member experience through service enhancements and proactive outreach strategies.
  • Support resolution of high-risk or high-value member issues to preserve relationships and ensure retention.
Operational Controls, Compliance & Process Improvement
  • Oversee operational controls for business deposit and treasury activities, ensuring all documentation, approvals, and workflows comply with internal policies, procedures, and regulatory requirements.
  • Monitor service quality metrics, operational trends, exception reports, and error patterns to identify root causes and reduce operational risk.
  • Lead and implement process improvement initiatives that enhance efficiency, reduce turnaround times, and improve the overall member experience.
  • Partner with leadership and internal stakeholders to support treasury product adoption, communication strategies, and change management efforts for new tools, services, and procedures.
  • Develop and maintain standard operating procedures (SOPs), job aids, and training materials for business deposit and treasury processes.
Reporting, Risk & Other Duties
  • Develop and maintain reporting on key performance indicators (KPIs) such as turnaround times, error rates, service levels, and member satisfaction metrics.
  • Provide regular updates to leadership on team performance, operational risks, and service trends.
  • Support internal and external audits by providing documentation, responding to findings, and implementing corrective actions as needed.
  • Assist in identifying and mitigating operational and compliance risks within business deposit and treasury workflows.
  • Perform other duties as assigned, ensuring accountability and alignment with organizational objectives.
Qualifications
  • High School Diploma required, College degree in Business Administration or related field preferred.
  • 5+ years of experience in banking, financial services, or a customer service-related role.
  • 3+ years Supervisory experience overseeing team operations, monitoring performance, and ensuring compliance with policies, procedures, and service standards.
  • Basic understanding of financial concepts, banking products, and treasury management services.
  • Strong communication, interpersonal, and presentation skills with the ability to communicate effectively and professionally with associates and members at all levels.
  • Proficient in Microsoft Office Suite and ability to quickly learn new systems.
  • Ability to work independently and manage multiple priorities in a fast-paced environment.
  • Strong attention to detail and commitment to accuracy and compliance.
  • Demonstrated ability to build relationships and deliver exceptional member service.
  • Basic mathematical and analytical skills.
  • Strong organizational, problem-solving, and time management skills.

Equal opportunity employer to all protected groups, including protected veterans and individuals with disabilities.

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