Banking Operations Specialist Jobs

Our client, a global financial services and digital payments company is seeking a Banking Operations Specialist.

This position is a remote 7-month contract. You must be in the US, no H1B Visa status. Hourly rate $26.70, W2 + paid holidays through Talent Table.

This position is remote, however, the candidate must live within 50 miles of Oakland, 94612.

Role Responsibilities:

• Effectively work in a remote or distributed work environment and collaborate with team members through internal messaging tools and video conferencing.
• Maintain or exceed established service level agreements and guidelines for resolution of queued transactions to minimize potential revenue losses.
• Participate in ongoing training to maintain current knowledge of BSA/AML and perform BSA/AML responsibilities as needed within the role.
• Answer customer questions regarding business documents or current loan information.
• Complete daily cases through utilization of a standard operating procedure, and identify/analyze trends to suggest improvements for the program.
• Identify, document, and follow up with teams on product bugs and features.
• Understand escalation paths to triage a seller's needs and mitigate risk.
• Gain a basic understanding of the Client Banking Underwriting process.
• Be responsible for responding to inquiries via CRM tools via phone and email.
• Suggest improvements for Client Banking content on the Support Center and in our macros.
• Advocate for our seller community by identifying trends in issues and suggesting improvements to policies and products.

Skills:

• Flexibility to adapt and desire to collaborate with others on multiple assignments.
• Experience in direct customer facing roles.
• A desire to help achieve new milestones and improve the customer experience.
• Interest in implementing feedback and dedicated to the improvement of your skills and work.
• Analytic, written, and verbal communication skills.
• Proficiency with technical tools, such as Google and Microsoft Suite, Slack, and Customer. Relationship Management (CRM) software is preferred.
• 1+ years of professional experience working within a financial institution, payment service provider, or experience in a direct customer-facing environment.