Bank Operations Specialist

Veterans Sourcing Group

Providence, RI

JOB DETAILS
SALARY
LOCATION
Providence, RI
POSTED
30+ days ago
Job Title: Bank Operations Specialist
Pay Rate:$24.83/hr W2
Location: Johnston, RI - Hybrid - Onsite / WFH
Duration: 6 Month


Summary:

The role is hybrid, with onsite training followed by a mix of onsite (3 days) and remote work.
  • The Bank Ops specialist supports the on-boarding activities for the Bank, with an emphasis on operational excellence and superior service
  • This role contributes and champions process improvement ideas and a culture of continuous refinement and enhanced client experience.
Primary responsibilities include:
  • Facilitates the Commercial deposit account opening process and account maintenance for the Private Bank, including blocked and controlled control accounts
  • Exceed customer expectations, by doing the right thing, and working together
  • Respond to internal/external customer inquiries within 24 hours
  • Escalate issues to management within 24 hours or raise at daily huddles
  • Suggest customer experience improvement opportunities as you identify them
  • Demonstrate ability and willingness to drive these to completion.
  • Applies and enforces risk mitigation controls
  • Escalates any exceptions to leadership and other concerned parties
  • Produces high quality output; completes quality management duties as assigned
  • Establishes requested accounts in the core system
  • Solves problems of varying complexity
  • Executes additional tasks as required
Required:
  • 5+ years relevant banking experience with an operations or customer service team
  • Ability to effectively communicate with Implementations, Client Services, TS Sales and RMs
  • Ability to plan and prioritize workload to meet critical SLAs
  • Experience implementing change and process improvements
  • Effectively handles multiple priorities with efficiency and accuracy
  • Proficient in data entry
  • Strong attention to detail
  • Effective customer service skills
  • Fluency in Microsoft applications including advanced Outlook, Excel, Word and PowerPoint.
  • Ability to understand technical aspects of product/service, both from a functionality perspective but also from an operations/setup perspective and be able to articulate it to a less technical audience (Client and Sales)

About the Company

V

Veterans Sourcing Group