Operations Specialist

SUMMARY: This is a cross-functional position that performs production support to multiple processes in providing exceptional customer service to our customers and the families they serve. In this role, you execute a variety of standardized tasks within multiple operational systems, such as functions related to transaction processing, data entry, archiving, researching and client interaction over the phone or email. As part of the Operations team, you may need to pivot to support ops processing as determined by resourcing levels, demand, and SLA’s. You will need to be comfortable in shifting gears and switching up work quickly. Dependability, accuracy, and attention to detail are key characteristics for success.
 

RESPONSIBILITIES:

• Perform daily operations functions including new business entry, payment posting, payment of distributions, contract service processing, reconciliation of outstanding cash items, customer service support and daily balancing.
• Accurately enter data into various trust and recordkeeping systems after thoroughly reviewing documents for completeness and accuracy.
• Research and resolve personal processing errors from internal control documents.
• Follow up with customers and resolve any issues such as missing information, incomplete, and inaccurate information in documents.
• Performs daily to help the team meet its quality and responsiveness measures.
• Maintain behaviors consistent with high performance and supportive team dynamics.
• Assist on team projects and additional duties as determined based on business needs.
• Assures compliance with all Bank policies, procedures, products and support systems.

REQUIREMENTS:

• Strong attention to detail and accuracy combined with the ability to quickly comprehend new topics
• Demonstrate effective communications skills with internal and external customers
• Demonstrated computer proficiency, particularly in the use Microsoft Office, Excel and Word
• Work respectfully with all team members in a collaborative environment
• Be willing to learn new skills, adapt to changing work priorities and shift focus as needed
• High school degree or equivalent
• One to two years of related work experience; prior banking, preneed or trust experience preferred

Shift: Monday - Friday 8AM - 5PM

Pay - Up tp $17/hr