Banking Operations Associate Job at Open Systems Technologies, Islandia, NY

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  • Open Systems Technologies
  • Islandia, NY

Job Description

Zoom interviews

Hybrid: 4 days in office, 1 WFH

What would “a day in the life” of this role look like?

This role will process the core transactions, closeouts, posting sheets, GL sheets and Dormant activation.

What would you say is the top priority for the worker over the first few weeks/months? Processing accurately and timely.

What do you foresee being the biggest challenge in this role?

Volume

Top 3 Must-Haves (Hard and/or Soft Skills):

1.Ability to work in high volume environment

2.ability to process accurately

3. Some Banking Knowledge

Banking Ops Specialist II:

The Banking Ops Specialist II supports routine day-to-day operations of consumer and commercial banking. Under moderate supervision, this job performs administrative/transactional banking tasks such as assisting with service transactions, supporting multi-channel inbound referrals, verifying daily proofs and processing payments that sometimes require interpretation or deviation from standard procedures. Key

Responsibilities and Duties:

Answers service and referral calls and responds to customer questions and assists with service transactions. Verifies that daily proofs and reconciliations are compliant with corporate accounting and control policies. Validates accuracy of payments, tickets and online entries. Provides solutions to customer, branch or bank inquiries and escalates issues as necessary. Considers multiple resources and records when investigating customer inquiries. Enters transactions into CRT/PC and balances general ledger accounts. Ensures work is properly safeguarded and controlled in accordance with banking policies and procedures. Assists with subject matter expert project as requested.

​Educational Requirements: High School Preferred

Physical Requirements: Sedentary Work

Career Level 2IC.

Job Tags

Daily paid,

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