Operations Support Specialist I

Job Description

Job Title: Operations Support Specialist I

Summary:

Completes accurate and timely data entry, maintenance, analysis, and reporting of deposit operations transactions according to policy and procedural guidelines. Provides excellent customer service to internal and external customers.

Wage Type: Non-Exempt

Essential Duties & Responsibilities:

To perform this job successfully, an individual must be able to perform each of the essential duties satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Responsible for the prompt attention to requests for customer transactions, branch operational activities, remote new account opening, and transaction activity at the San Antonio deposit production office
• Listen effectively to customers' requests and promptly take the necessary action to assist them.
• Complete routine deposit operations activities including processing mail deposits, stop payments, debit card transaction review, and new account opening.
• Manage customer accounts utilizing card services and online banking applications.
• Accepts coaching, implements feedback from reviews to improve job performance.
• Balances speed and accuracy when processing customer requests while utilizing the internal banking network.
• Knowledge of banking products and services
• Exhibits strong customer service skills, presents products and services while proactively educating clients on utilizing bank applications.
• Adapts to concepts and procedures, notifying management when additional training is needed on product and service knowledge.
• Escalates issues immediately and takes necessary steps to prevent and/or minimize loss to the bank.
• Takes the initiative to follow-up, escalate, or seek additional resources to ensure customer satisfaction
• Completes timely and accurate data entry into bank processing systems.
• Provides follow up to external and internal requests of the deposit operations team.
• Ensure OFAC updates are operational and logged
• Develops themselves through training and development.
• Completes internal reconciliations as assigned.
• Adheres to all Bank policies, procedures, and compliance guidelines, including BSA/AML.
• Carry out responsibilities with professionalism, respect for others, in accordance with the organization's policies and applicable laws
• Any other duties as assigned.

Key Deliverables:

Compliance

Quality

Customer Service

Organizational Structure:

Reports to: Operations Support Lead

Supervises: None

Qualifications:

Qualifications:

Required Knowledge/Skills:

• 1-3 years of experience in banking, preferably in Deposit Operations
• Proficiency with Microsoft Excel
• Proficiency with Microsoft Word

Desired Knowledge/Skills:

• Bachelor's Degree Preferred
• High School education or equivalent

Talents:

• Strong positivity
• Mission driven, competitive, goal oriented, and motivated to develop themselves and others
• Energetic, resourceful, and appropriate work intensity to get the work done
• Strong people acumen and relationship skills; Naturally pre-disposed to quickly establish positive personal and professional relationships

Other:

• Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
• Must be able to lift to 20 pounds.
• This is an in-office position.