Operations Support Specialist II
Listed on 2026-02-03
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Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Bank Customer Service
About The Role
Summary: We are a dynamic and growing community bank dedicated to providing exceptional financial services to individuals and businesses within our local area. Our mission is to build long-lasting relationships with customers by offering personalized service and fostering a community-oriented banking experience. As part of our team, you will have the opportunity to grow with us, contributing to both your personal and professional development in a supportive and innovative environment.
This position needs a quick learner with a pleasant demeanor who will serve both internal and external customers with extraordinary customer service. They must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. This is a full-time in-person position during regular business hours to provide great customer service internally and externally.
EssentialFunctions
- Answer incoming phone calls in a professional, pleasant, and cordial manner. Directing calls to the appropriate departments and ensuring optimum customer service through voice inflections and proper transfers
- Provide superior internal and external customer service, resolving problems while being courteous and respectful
- Crosstrain in various operational functions such as wire transfers, accounts payable, E-Banking products (online banking, mobile banking, billpay, remote deposits, e-statements, debit cards, etc.), and other tasks as needed
- Scan and verify documentation into digital storage mediums
- Review various daily reports
- Willingness to take on various special projects as needed
- Regular, on-site attendance during standard business hours is required to perform the duties of this position
- Regular and predictable attendance in order to accomplish assigned job duties
- Additional duties as assigned
- Participate in Community Service and Bank-sponsored activities that serve and support the mission and values of the organization
- Provide superior internal and external customer service: demonstrate self-governance, courtesy, and respect toward external customers as well as internal customers (all organization personnel)
- Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
- Must complete the assigned online training courses and achieve a passing score by due date
- Represent in a professional manner which includes a professional image, confidentiality, a positive attitude, good attendance, punctuality, flexibility and adaptability in meeting bank and customer needs
- High school diploma or equivalent required
- Minimum of 3 years of retail banking experience
- Strong knowledge of banking compliance, operational policies, and branch procedures
- Familiarity with local market conditions and customer needs
- Demonstrated leadership skills with the ability to coach, train, and motivate staff
- Excellent customer service, communication, and interpersonal skills
- Strong problem-solving and organizational abilities; able to manage multiple priorities effectively
- Proficiency with computers and banking software applications
Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.
Physical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to stand; walk; and lift or reach with hands and arms. The employee may also be required to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
The employee may be required to work extended hours or…
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