Overview
This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.
We are looking for candidates who live within a commutable drivable distance to our Raleigh, NC office.
The schedule for this role is typically Monday-Friday 8:00am-5:00pm EST (subject to change based upon business needs).
The Reconciliation team is seeking to fill an Operations Specialist I role. We reconcile assigned GL and Bank accounts and serve the following departments: Card Ops, Cash & ATM Services, Deposit Ops, Digital Banking, Loan Ops, Merchant Ops, SBA and Risk Management Fraud. This position analyzes general ledger data and systems data to perform daily and monthly reconciliations, communicate analysis output to drive action/direct multiple departments to resolve outstanding items.
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Facilitates processes and associate workflow while ensuring compliance with all applicable regulations and policies. Maintains records or systems crucial for business operations. Answers inquiries and resolves issues, updating department records or systems accordingly, in alignment with service standards and business goals. Assists in the identification of process inefficiencies or opportunities for improvement. May guide less experienced specialists on the team through knowledge in the area of work.
Responsibilities
- Service - Answers inbound communications to service accounts, fulfill requests, or address issues. Determines target needs and provides resolution while maintaining a high standard of service.
- Operational Support - Performs various operational tasks that occur during customer, vendor, and associate inquiries. Streamlines the workflow for other associates within the business unit through operational activities.
- Documentation - Handles standard documentation associated with daily activities, which may include processing, reviewing, or distributing materials. Maintains and updates department records either physically or within a system.
- Business Proficiency - Provides knowledge in area of work. Reviews and maintains knowledge of any laws, regulations, and policies that affect specific job duties to produce work that is accurate, efficient, and compliant. Utilizes product, system, or process familiarity to resolve problems and handle customer requests.
High School Diploma or GED and 1 years of experience in clerical or administrative.
Preferred Qualifications
- Basic accounting knowledge
- Must have experience and understanding of debits/credits.
- Strong analytical/ problem solving skills.
- Mid level excel experience (basic formulas, reporting etc)