Job Description

Job Title:- Banking Ops Specialist I

Location:- Lewisville, TX 75077

8AM-5PM

On Site Role

Job Duties

Description:

Top 3 Must-Haves (Hard and/or Soft Skills): 1.General Ledger and Reconciliation Experience

2.Intemediate Excel Knowledge / Navigation

3. 1 year of Retail Banking Experience

Top 3 Nice-To-Haves (Hard and/or Soft Skills) 1.Uncliamed Property

2. Ability to work independently and as part of a team

3. Knowledge of banking operations, financial principles, and regulations.

• The Banking Ops Specialist III coordinates the day-to-day operations of consumer and commercial banking.
• Under limited supervision, this job performs administrative/transactional processes including answering referral calls, verifying daily proofs and processing payments.
• This job also provides assistance and training to junior employees and faces non-routine problems and customer questions on a daily basis.

Key Responsibilities and Duties:

• Answers primarily referral calls and provides information to prospective customers.
• Assists Wealth Management Advisors, Infinity and Loan Officers to process multi-channel inbound and outbound leads.
• Verifies that daily proofs and reconciliations are compliant with corporate accounting and control policies. Confirms accuracy of payments, tickets and online entries.
• Resolves customer, branch or bank inquiries that are considered non-routine.
• Uses advanced knowledge and considers multiple resources and records when investigating non-routine customer inquiries. Verifies transactions in CRT/PC and balances general ledger accounts.
• Ensures work is properly safeguarded and controlled in accordance with banking policies and procedures.

Work Experience:

• Required; 2+ Years Preferred; Physical Requirements: Sedentary. Work Skills and Competencies: Products and Services: Assesses own unit's product alternatives, costs, and pricing.
• Summarizes key features of major products or services in own unit.
• Researches the target market and how the product and services are sold and delivered.
• Obtains information about product and service linkages with other products and services elsewhere in organization.
• Explains current status, delivery alternatives and announced updates to products and services.
• Service Excellence: Documents customer complaints in a timely manner.
• Resolves common customer problems.
• Provides direct service to internal or external customers.
• Provides a quality of service that customers describe as excellent.
• Responds to unexpected customer requests with a sense of urgency and positive action.
• Core Application Systems: Works with core application systems for a major business unit or function. Recommends enhancements for a major application system or related subsystems.
• Investigates application-related issues with both business and IT professionals. Identifies key players, criticalities, roles, and responsibilities.
• Helps create contingency plans to mitigate impact of disruption on core applications.
• Standard Operating Procedures: Tracks deviations from and modifications to existing SOPs in business operations. Reviews the efficiency of standard operating procedures in terms of performance improvement. Ensures compliance with industry standards, regulations and policies.
• Adjusts SOPs according to changes in organizational and industry procedures. Assists in establishing a standard operating procedure based on workflow and environment review.

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