Banking Operations Specialist
Core
Entry-level operations support providing record maintenance, storage, account opening, and liaison services between operations staff, relationship managers, and clients.
Role type
entry-level IC banking operations specialist
Builds
operational support services for retail banking products and services
Domain
Banking / Retail Banking
Required skills
record maintenance, account opening, workflow management, risk assessment, compliance adherence, database management, spreadsheet proficiency, numerical analysis
Preferred skills
retail banking operation experience, late-night shift availability, rotational/night shift readiness
Technologies
complex databases, spreadsheets
Responsibilities
maintain records and documentation, open accounts, serve as liaison between operations and clients, conduct basic analysis and research, assess risk for business decisions, escalate control issues
Seniority
Junior, entry-level IC