Operations Specialist

4 weeks ago


South Burlington, United States Bank of Burlington Full time

Summary: The Operations Specialist is responsible for performing an array of loan and deposit operations-related tasks within the Operations Department under the supervision of the Operations Manager.


Essential Duties:


Online Banking & Bill Pay Customer Support

  • Work and collaborate with the Treasury Management (TM) team regarding customer issues regarding Positive Pay, Remote Deposit Capture or any Online Banking (OLB) issues.
  • Review and respond to customer requests via the OLB Secure Support Portal.
  • Review the ‘All Transactions’ queue in Central Q2 System throughout the day and reach out to customers proactively if something is amiss.
  • Review Bill Pay daily to ensure no “Action Items” need to be worked for customer support, and reports are monitored.
  • Primary contact for OLB Support


Wire Review

  • Enter and verify wire transfers.
  • Assess appropriate wire fees for customers when necessary.
  • Review Core/Wire Transfer system to watch for OFAC hits.
  • Review end of day processing for all wires compared to spreadsheet.


Deposits & Loan Account Review:

  • Review and monitor the Online Account Opening dashboard. Processing application requests and following up with customers appropriately for documents etc., before uploading account(s) to Core.
  • Document scanning: primary user to transfer all documents to image system in appropriate Groups/Folders.
  • Review new and updated customer and account information files and reports, including CD, deposit, and loan accounts for proper documentation and data integrity.
  • Closed Accounts Review: review reports to ensure proper documentation, services disconnected, etc.
  • Dormant Accounts Review; review reports and documentation for activity on Dormant accounts.
  • Review accuracy for CrossApp entry
  • Review and monitor the Stop Suspect Report


Assist with the daily processing functions including, but not limited to:

  • Process transfers, wire transfers, loan advances & payments, and the purchase and sale of foreign currency and foreign drafts.
  • High Dollar Check Review: Review deposited checks via Remote Deposit above threshold for proper endorsement as well as spot checking various items on the check for accuracy.
  • Assist customers by phone, email, and within OLB with internal transactions, closing requests, password resets, and account inquiries.
  • Reg CC Hold Review: process stop payments and stop payment releases as requested.
  • Track and execute customer support and change tickets through the ticketing system.
  • Track and monitor system to ensure all customers are set up to receive their bank statements via their OLB portal.
  • Daily review of the Dispute Tracking Systems to review any new dispute entries for debit cards and ACH transactions and to monitor open cases.
  • Support and recommend the implementation of process improvements for the department.
  • Work with internal departments to confirm and update client information and help expedite any research requests and/or refer them to the appropriate department to ensure timely responses.
  • Identify and report all risk and compliance issues, breaches, and suspicious activities to management.
  • Update interest rate changes for deposit and loan products on core.
  • Maintain current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements and other banking regulations, as well as Bank of Burlington policies and procedures related to the position.


Supervisory Responsibility: The position of Operations Specialist is not responsible for the supervision of any employee(s).


Minimum Requirements:

  • Education may vary; a bachelor’s degree in a related field is preferred but not required.
  • At least 3 years of experience in the banking industry, including experience with deposit and loan servicing, is preferred but not required.
  • Intermediate knowledge of related state and federal banking compliance regulations, general bank policies and procedures, and Bank of Burlington’s products and services.
  • Intermediate experience, knowledge, and training in all deposit and operations activities and terminology.
  • Detail oriented with ability to research and resolve issues/problems that arise
  • Excellent communication, customer service, and organizational skills
  • Competent in Microsoft Office products: Outlook, Word, and Excel
  • Knowledge of Jack Henry, Q2, and nCino software products is desired


  • South Burlington, Vermont, United States Beta Technologies Full time

    About Beta TechnologiesWe apply our intellectual curiosity, passion for aviation, and commitment to sustainability toward a shared mission of revolutionizing electric aviation. Our team members bring their talent and desire to positively impact the environment and lives of others in a refreshing, vibrant, and inclusive culture.Job DescriptionThe...


  • south burlington, United States Bank of Burlington Full time

    Summary: The Operations Specialist is responsible for performing an array of loan and deposit operations-related tasks within the Operations Department under the supervision of the Operations Manager.Essential Duties:Online Banking & Bill Pay Customer SupportWork and collaborate with the Treasury Management (TM) team regarding customer issues regarding...


  • South Burlington, Vermont, United States EastRise Federal Credit Union Full time

    Job OverviewWe are seeking a highly skilled Deposit Operations Specialist II to join our team at EastRise Federal Credit Union. This role is responsible for providing exceptional support to our members and ensuring the integrity of deposit account information.About the JobThis full-time position offers a competitive salary range of $60,000 - $80,000 per...


  • Burlington, Washington, United States Silfab Solar Full time

    Clean Energy Innovations at Silfab SolarSilfab Solar is a leading provider of clean energy solutions, dedicated to reducing carbon emissions and improving access to renewable energy. We are committed to making a significant impact on the environment through our cutting-edge solar products.As an Energy Operations Specialist, you will play a vital role in...


  • Burlington, Kentucky, United States Sam's Club Full time

    Sam's Club is a dynamic workplace where you can make a meaningful impact in the lives of our members. We are seeking a highly skilled Bakery Operations Specialist to join our team.This role will involve collaborating with other associates to build a strong bakery team, communicating effectively, and being flexible to meet the needs of the business. You...


  • Burlington, Vermont, United States Citizen Cider Full time

    Job Title: Forklift Operator SpecialistEstimated Salary: $45,000 - $60,000 per year.About the Job:This role is responsible for assisting in the operation of a fruit pressing facility. The ideal candidate will have experience working with forklifts and be able to safely navigate warehouse environments.Key Responsibilities:Assist with cooler management, press...


  • Burlington, Vermont, United States Unifi Full time

    Job OverviewWe are seeking a skilled Airport Ground Operations Specialist to join our team at Unifi. As a key member of our operations team, you will be responsible for ensuring the smooth operation of airport ground services.


  • Burlington, Vermont, United States Valicor Environmental Services LLC Full time

    ResponsibilitiesIn this role as a Facilities Operations Specialist, you will be responsible for overseeing the daily operations of our facilities, including industrial wastewater treatment, pumping and valve operation, and forklift use.Key responsibilities include:Loading and unloading trucks at the facilityLogging in all weights and counts of loadsOperating...


  • Burlington, United States The University of Vermont Health Network Full time

    JOB DESCRIPTION: The Operations Support Specialist (OSS) is a lead position and an integral part of the patient experience and a key contributor to delivering high quality customer service to our patients and visitors. The OSS acts as the lead by assisting the Practice Supervisor in coordinating work activities, resolving problems, training, orientation, and...


  • Burlington, New Jersey, United States Premier Warehousing Services, Inc. Full time

    Work Environment and Requirements:As an Ottawa Operations Specialist, you will be responsible for safely moving trailers within our facility, adhering to strict safety protocols and regulations. This role requires strong problem-solving skills, attention to detail, and excellent communication skills. Previous experience with backing up and maneuvering...


  • Burlington, Vermont, United States The University of Vermont Health Network Full time

    About the RoleThe University of Vermont Health Network is seeking a highly skilled Operating Room Specialist to join our team. As a Surgical Technician II, you will play a critical role in ensuring the smooth operation of surgical procedures.Key Responsibilities:Creating and maintaining a sterile fieldAnticipating surgeon's needs...


  • Burlington, Vermont, United States Disability Solutions Full time

    We are seeking a skilled Building Operations Specialist to join our team at Disability Solutions. The ideal candidate will have experience in construction project management and a strong understanding of building operations.Key responsibilities include:Schedule Management: Develop and maintain project schedules to ensure timely completion and accurate...


  • Burlington, Vermont, United States PRIDE Health Full time

    Job Title: Mobile Surgical Operations Specialist">About the Role:">We are seeking a highly skilled and experienced Mobile Surgical Operations Specialist to join our team. This is a fantastic opportunity for a motivated individual who is passionate about delivering exceptional patient care and contributing to a dynamic healthcare environment.">Key...


  • Burlington, Vermont, United States GetMed Staffing, Inc. Full time

    We are seeking a skilled Operating Room Nurse Specialist to join our team at GetMed Staffing, Inc.About the JobThis is a 26-week assignment in Burlington, Vermont, with a pay package of $2,760 per week. The successful candidate will have 1-2 years of experience and work 12-hour night shifts, totaling 36 hours per week.As an Operating Room Nurse Specialist,...


  • Burlington, Massachusetts, United States US Foods, Inc. Full time

    We are seeking a Transportation Operations Specialist to join our team at US Foods, Inc.This role offers a competitive Pay Rate: $24.65/hour and a comprehensive benefits package.The ideal candidate will have:Minimum two years of experience in warehouse administrative or clerical positions;Excellent communication skills both verbally and in writing;Strong...


  • Burlington, Vermont, United States COTS Full time

    **Job Description:**COTS is seeking a highly skilled Shelter Operations Specialist to oversee the day-to-day operations of our Daystation overnight shelter. The successful candidate will have a minimum of two years of experience in a related field and possess excellent organizational and leadership skills.**Key Responsibilities:**Oversee the maintenance and...


  • Burlington, Vermont, United States Eastern Sign Tech Full time

    About the JobWe are seeking a highly organized and detail-oriented Project Operations Specialist to join our team at Eastern Sign Tech. This role will involve providing administrative support to the production team, as well as assisting with project coordination and data management.This role requires strong analytical skills, as well as the ability to work...


  • Burlington, Vermont, United States TotalMed Staffing Full time

    Job TitleOperating Room Nurse SpecialistAbout the RoleDeliver high-quality patient care in a dynamic operating room environment.Collaborate with healthcare teams to ensure seamless patient care and excellent outcomes.What We OfferA competitive salary of $2715.52 per week.The opportunity to work with a reputable healthcare organization in Burlington, VT.A...


  • Burlington, New Jersey, United States Burlington Full time

    About the RoleWe are seeking a skilled Security Operations Specialist to join our Asset Protection Burlington Response and Investigation Command Center (BRIC) Team. As a key member of this team, you will play a crucial organizational role in executing essential BRIC functions, including Event Intake and Monitoring, Information Management and Communication,...


  • Burlington, North Carolina, United States The Alamance Academy Llc Full time

    We are seeking a highly skilled Business Operations Specialist to join our team at The Alamance Academy LLC. As an Administrative Support Coordinator, you will play a vital role in ensuring the smooth operation of our organization.Job Description:In this position, you will be responsible for providing administrative support to our staff, including answering...