OPERATIONS SPECIALIST

Description

• Greet walk in customers and interact in a professional and pleasant demeanor to provide a positive representation of Scale Bank.
• Provide support for phone coverage.
• Accurately balance cash and daily proof transactions
• Process exception items, including non-post items, stop-pay and return cash, and credit backs.
• Daily reconciliation of accounts and balances; accurate balancing of all cash and daily proof transaction.
• Fully follow documented procedures in the order prescribed and understand the implications of not doing so.
• Process currency, coin orders, and foreign currency or cash letters.
• Ensure compliance with the Scale Bank code of conduct, Anti-Money Laundering, Bank Secrecy Act, and information security policies
• Listen and understand customer needs, provide information about products and services, fulfill customer requests in a timely manner, or refer the customer to the appropriate resource within the bank for resolution.
• Lockbox set up, receivables processing, and monthly reporting.
• Process account deposits, verify cash/checks and endorsements, receive customer payments, and issue receipts
• Keeping us compliant
• Adhering to policies and procedures
• Processing transactions accurately and efficiently
• Complete CTR (Currency Transaction Report) reporting
• Customer Service – Actively listen and engage to understand customer needs, proactively manage expectations, and honor commitments in a timely way
• Prepare and distribute daily reports
• Providing exceptional customer service

Requirements

• Familiarity with MS Office programs
• Detail Orientation – Ability to remain focused to achieve accuracy and thoroughness
• Be knowledgeable of the policies that apply to the procedures being administered.
• 1- 2 years of experience in customer service with cash handling responsibility and/or clerical duties
• Time Management – Ability to organize and plan work in order to meet deadlines and maximize productivity
• Customer Orientation – Possessing a natural inclination to view those who are served by the role as customers and acting in ways to satisfy them
• High school diploma or equivalent
• Teamwork – Ability to foster a shared sense of purpose, collaboration, and accountability for results

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance