Financial Operations Associate
2 weeks ago
Join Our Team as a Banking Operations Specialist
Are you ready to contribute to a dedicated financial team that prioritizes precision and operational excellence? At Security National Bank, we believe that every detail counts.
From our communication style to our decision-making processes, we understand that every action has significance. This belief stems from our respect for each individual and the potential they hold. We view every interaction as a chance to assist someone in realizing their potential, which is why we approach even the smallest aspects of banking with careful consideration.
If you share this philosophy, we invite you to advance your career with us at SNB. In this position, you will play a crucial role in protecting our clients by examining account transactions for signs of fraud, ensuring the precision of account management, and reconciling internal accounts.
Key Responsibilities:
- Process and verify workflow items for accuracy and completeness.
- Update customer records in banking software and coordinate with retail staff regarding discrepancies or missing documentation.
- Handle account maintenance requests, including closures, modifications, and updates.
- Assess and make decisions on transactions within the Check Fraud System.
- Provide support for the Deposit Operations team, including management of CDs/IRAs and ACH affidavits.
- Balance daily funds and analyze various daily reports.
Qualifications:
We are looking for a proactive individual with strong values, a solid work ethic, and a foundational understanding of credits and debits. Attention to detail, along with a mix of technical skills, is essential for success in this role. Our ideal candidate thrives in a dynamic environment, enjoys tackling new challenges daily, and possesses strong multitasking abilities.
Essential Skills:
- Strong analytical and problem-solving capabilities.
- Exceptional attention to detail and a general understanding of accounting principles.
- Ability to identify missing items and manage multiple requests simultaneously.
- Proficient in navigating various computer systems, with a working knowledge of Word and Excel.
- Team-oriented mindset with the ability to collaborate across all organizational levels.
- Service-oriented, respectful, and polite demeanor.
- Advanced problem-solving and analytical skills.
Work Schedule:
This position operates during regular business hours, Monday through Friday.
Benefits:
We offer a comprehensive benefits package that includes medical, dental, short and long-term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan to ensure your future financial security.
About Security National Bank:
Founded in 1884, Security National Bank has built its reputation on principles of integrity, respect, and human connection. These values have guided us through various economic challenges, allowing us to emerge as a trusted, locally owned bank.
We believe in doing what is right to care for our customers, empower businesses, foster growth, and inspire our community.
Security National Bank is an Equal Opportunity, Affirmative Action Employer. We consider applicants for all positions without regard to race, color, religion, sex, national origin, age, disability, marital status, or veteran status.
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