Deposit Operations Specialist
Robert Half Accountemps
Description
We are offering a short term contract employment opportunity for an Operations Specialist in San Francisco, California. This role primarily functions in the banking industry, providing key support to both internal and external clients. As an Operations Specialist, you will be working closely with the private banking team, handling product setup, deposit operations, and client services.
Responsibilities:
+ Establish and support client relationships, manage account setup, and ensure regulatory compliance.
+ Address client inquiries, handle complaints, and provide detailed knowledge of banking products and services.
+ Collect loan applications, financial documents, and manage product setup and deposit operations.
+ Oversee the management of maturing CDs or CDARS, ensuring timely transitions and reinvestments.
+ Complete required bank training and assist in tasks that contribute to business growth.
Requirements
• Position requires a minimum of 2 years of experience in a similar role.
• Proficiency in Private Banking is a must.
• Proven ability in Back Office Support.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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