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Operations Services Specialist

Job in Plano, Collin County, Texas, 75086, USA
Listing for: Selby Jennings
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Banking Operations, Banking & Finance, Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

* Visa sponsorship is not offered for this role

Overview

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.

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
Qualifications
  • 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
Benefits
  • 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
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