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Central Operations Client Support Specialist II-III

2 months ago

Roseville, California, United States Poppy Bank Full time
Job Overview

Poppy Bank is expanding its Central Operations Team. Depending on your qualifications, you may be considered for the role of Central Operations Service Representative II or III. Below are the details regarding the responsibilities and qualifications for these positions.

Position Summary: Central Operations Service Representative III

The Central Operations Service Representative III plays a crucial role in supporting various functions within the Central Operations department. This position requires a comprehensive understanding of all operational roles and responsibilities. The representative will assist management in developing detailed procedural documentation to ensure compliance with relevant regulations.

Key Responsibilities:
  • Provide exemplary client service and act as a point of escalation for complex issues.
  • Collaborate with other departments to address and resolve operational challenges.
  • Identify and report areas for improvement in processes and procedures.
  • Handle a variety of operational tasks including claims processing, cash ordering, and account management.
  • Serve as the primary contact for legal documentation and ensure timely responses.
  • Develop and implement new operational procedures as needed.
  • Train team members and assist with special projects as assigned.
  • Maintain a professional image of the bank in all interactions.
Position Summary: Central Operations Service Representative II

The Central Operations Service Representative II supports the Central Operations Department by performing various operational duties to ensure efficiency and compliance.

Key Responsibilities:
  • Respond to operational inquiries from internal and external clients.
  • Assist in resolving issues and improving operational processes.
  • Provide support and information regarding accounts and services.
  • Conduct routine clerical tasks and maintain accurate records.
  • Participate in training initiatives and support team development.
Qualifications for Central Operations Service Representative III:
  • High school diploma or equivalent is required.
  • A minimum of 5 years of experience in Central Operations within a financial institution.
  • Proficiency in Microsoft Office Suite and data entry skills.
  • Ability to maintain regular attendance and adhere to scheduled hours.
Qualifications for Central Operations Service Representative II:
  • High school diploma or equivalent is required.
  • 3-5 years of experience in Bank Operations is preferred.
  • Intermediate proficiency in Microsoft Office Suite is necessary.
  • Ability to maintain regular attendance and adhere to scheduled hours.
Work Environment:

The role involves a combination of desk work and client interaction in a professional office setting. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Poppy Bank is committed to providing equal employment opportunities and fostering a diverse workplace.