Banking Operations Specialist

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Battle Bank is a national bank dedicated to helping savvy consumers rid themselves of their existing banking institutions that continue to offer little to no value in their financial relationships. The bank’s mission is to revolutionize banking, as we believe clients deserve intuitive banking, high yields, access to precious metals and global markets and premium service. Battle Bank, N.A. is seeking a detail oriented, highly organized and communicative, analytical multi-tasker who will join the team in the Banking Operations Specialist role. The Banking Operations Specialist plays a critical role in ensuring the smooth and efficient processing of banking transactions and back‑office operations. This position supports various operational functions including wire transfers, ACH processing, account reconciliation, and compliance with banking regulations. The Banking Operations Specialist will report directly to the Head of Banking Operations as a member of the Operations team. This is a full‑time position with a starting pay range of $60,000 to $70,000 depending on experience. Battle Bank, N.A. offers a generous PTO policy, health, dental and vision insurance, term life AD&D insurance and employer contributions to a 401(k) plan. Essential Duties and Responsibilities Assist in the onboarding of new accounts and maintenance of existing accounts. Answer service calls and respond to customer questions to ensure the client gets the information they require. Process payments, tickets and online entries and ensure that all information is accurate. Process closed account requests, CD changes, official check requests, account adjustments and other duties required for the role, in accordance with client requests. Research routine customer, branch or bank inquiries and escape issues as necessary. Support fraud detection and prevention efforts. Consider multiple resources, records and multi‑team collaboration when investigating customer inquiries. Participate in system upgrades, testing, and implementation of new processes. Ensure that work is properly safeguarded and controlled in accordance with banking policies and procedures. Handle multiple tasks while maintaining a high level of service. Demonstrate proficient product knowledge and schedule adherence. Consistently meet operational KPIs and quality standards. Competencies Communication – Express ideas and thoughts articulately in both verbal and written form; exhibit active listening and comprehension; keep employees and managers adequately informed; select and use appropriate communication methods. Job Knowledge – Competent in required job skills and knowledge; exhibit ability to learn and apply new skills; keep abreast of current developments; require minimal supervision; display understanding of how job relates to others; use resources effectively. Judgment – Display willingness to make decisions; exhibit sound and accurate judgment; support and explain reasoning for decisions; include appropriate employees and managers in decision making process; make timely decisions. Organizational Support – Follow policies and procedures; complete administrative tasks correctly and on time; support company’s goals and values. Planning/Organizing – Prioritize and plan work activities; use time efficiently; plan for additional resources; set goals and objectives; develop realistic action plans. Project Management – Listen attentively to project requirements and ask clarifying questions for further understanding; communicate progress and roadblocks timely; complete projects on time and budget. Qualifications Education/Experience – Associate or bachelor’s degree in finance, Business Administration, or related field preferred; 3+ years of experience in banking operations or financial services; strong understanding of banking regulations and compliance requirements; preferred experience with National Automated Clearing House Association, MasterCard, Regulation E and/or National Association of Unclaimed Property Administrators. Language Ability – Excellent written and verbal communication and presentation skills; articulate and effectively relay information and respond to questions from employees, managers, and external vendors. Mathematical Ability – Competent in mathematical operations, including addition, subtraction, multiplication, and division across all units of measure, incorporating whole numbers, common fractions, and decimals. Accurately compute rates, ratios, and percentages. Reasoning Ability – Define problems, collect data, establish facts, and draw valid conclusions. Solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Interpret a variety of instructions furnished in written, oral, diagram, or schedule form and deal with several abstract and concrete variables. Computer Skills – Demonstrate proficiency in using Microsoft Office Suite, especially Word, Excel, and PowerPoint. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This position requires regular attendance in our office located in Suffolk County, NY. The noise level in the work environment is usually moderate. The work environment is fast-paced, and heavily reliant on technology. Individuals must be comfortable with computer systems, email, web-based applications, and a paperless environment. Physical Demands While performing the duties of this job, the employee is regularly required to sit. The employee is frequently required to talk, hear, and use hands to execute tasks. The employee is occasionally required to stand and move around for work. The employee must be able to lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. The above job description is not intended to be an all-inclusive list of duties and standards of the position. How to Apply Send your resume to Megan.Bloomberg@battlebank.com Battle Bank, N.A. is an equal opportunity employer and will make all employment decisions without regard to race, color, religion, national origin, ancestry, age, sex, pregnancy, marital status, sexual orientation, gender identity, citizenship status, disability, veteran status or other protected status, in accordance with federal, state and local laws. We are looking for direct candidate applications only. Please no recruiters or agencies. Seniority level Mid‑Senior level Employment type Full‑time Job function Management and Manufacturing #J-18808-Ljbffr