Operations Services Specialist

This role supports the operational backbone of a financial institution by ensuring that daily transaction activity, exception handling, and documentation processes run smoothly and in full compliance with regulatory expectations. The Specialist acts as a key resource to internal teams, branch staff, and external clients, helping maintain efficient and reliable banking operations.

This position is a strong fit for someone who is detail‑oriented, team‑focused, and comfortable working in a fast‑paced environment where accuracy, communication, and problem‑solving are essential.

• Prioritize and execute daily operational workflows while meeting deadlines and regulatory standards
• Adapt to evolving operational processes, including those involving emerging digital‑asset‑related services
• Communicate clearly with internal teams, partners, and clients to resolve operational issues
• Process a variety of transactions accurately and efficiently
• Support consumer banking products as well as newer financial technology offerings
• Perform document imaging and conduct quality reviews to ensure accuracy
• Review and decision exception items and assist with account research
• Process manual cash letters and non‑standard posting items
• Balance multiple time‑sensitive tasks and quickly adjust to shifting priorities
• Maintain and update procedures, playbooks, and knowledge‑base materials
• Apply structured problem‑solving to operational challenges while ensuring adherence to compliance requirements
• Track assigned projects from initiation through completion, providing timely updates

• Strong understanding of retail banking operations, compliance requirements, and branch‑level processes
• Client‑centric approach with a focus on quality and continuous improvement
• Ability to stay accurate under time pressure
• 3+ years of experience in banking operations or a related functional area
• Proficient in Excel, Word, and web-based tools
• Comfortable learning new banking systems and applications
• Strong analytical, problem‑solving, and decision‑making skills
• Strong communication skills, including active listening
• Bachelor's degree or equivalent experience

• Medical, dental, and vision insurance
• 401(k) with employer match
• 11 paid holidays
• Up to 17 days of accrued PTO in the first year
• Eligibility for an annual discretionary bonus
• No relocation assistance