Business Banking Sales Spec
By TIAA At , Jacksonville, Fl
No Experience Required; 2+ Years Preferred
2 plus consecutive years experience within an established financial institution strongly preferred.
Experience educating bank clients via phone desired.
Works internal referral sources for new business deposit account generation.
Assists in the process of documenting and finalizing new and existing deposit proposals.
Documents and resolves complaints from clients pertaining to account opening and ongoing banking services and provides follow-up calls when necessary.
Specialist, Banking Ops Jobs
By Charles Schwab At , Orlando, Fl $50,000 - $60,500 a year
Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference*
2+ years’ experience in client service or operations with brokerage/financial industry preferred.
Bachelor’s degree or equivalent work experience preferred.
Strong interpersonal, verbal, and written communication skills.
Excellent operational and follow-up skills with the ability to lead complex work.
Intermediate to advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry.

Are you looking for an exciting opportunity to join a dynamic banking team? We are looking for a Banking Operations Specialist to join our team and help us provide exceptional customer service. You will be responsible for processing customer transactions, resolving customer inquiries, and ensuring compliance with banking regulations. If you have a passion for banking and a commitment to providing excellent customer service, this is the job for you!

Overview Banking Ops Spec is a professional who is responsible for providing operational support to the banking sector. They are responsible for ensuring the smooth running of banking operations, including customer service, financial transactions, and compliance with banking regulations. Detailed Job Description Banking Ops Spec is responsible for providing operational support to the banking sector. This includes providing customer service, processing financial transactions, and ensuring compliance with banking regulations. They are also responsible for troubleshooting any operational issues that may arise. They must be able to work independently and as part of a team. Job Skills Required
• Knowledge of banking regulations and procedures
• Excellent customer service skills
• Strong problem-solving and analytical skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
Job Qualifications
• Bachelor’s degree in finance, accounting, or related field
• Previous experience in banking operations
• Knowledge of banking regulations and procedures
• Ability to work independently and as part of a team
Job Knowledge
• Knowledge of banking regulations and procedures
• Knowledge of financial transactions and customer service
• Knowledge of banking software and systems
Job Experience
• Previous experience in banking operations
• Experience in customer service
• Experience in financial transactions
Job Responsibilities
• Process financial transactions
• Ensure compliance with banking regulations
• Provide customer service
• Troubleshoot operational issues
• Monitor banking systems and software
• Prepare reports and documents as needed