The Banking Ops Specialist 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.
Educational Requirements: High School Preferred;
Work Experience: No Experience Required; 2+ Years Preferred;
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