Operations Services Specialist
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-02-28
Listing for:
Selby Jennings
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Banking Operations, Banking & Finance, Risk Manager/Analyst
Job Description & How to Apply Below
* Visa sponsorship is not offered for this role
OverviewThis 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.
Key Responsibilities- 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
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×