Banking Operations Associate

Sales Match; Rockville (MD); Remote; USD 41,000 - 63,000; Full time

Benefits offered by this job

Remote work from home in Maryland

Structured onboarding and training onF

Regular team check-ins

Health coverage and leave benefits

Job summary

Sales Match is hiring a Banking Operations Associate, a fully remote position based in Maryland. You will support routine deposit and payment activity, ensuring timely updates for customers and internal teams.

The role collaborates with customer service, payment specialists, and branch colleagues to resolve routine inquiries. Requires a high school diploma; no experience required, though banking operations or financial customer service is a plus.

Qualifications

• High school diploma or equivalent is required.
• No experience required; related banking operations or customer service experience is a plus.
• Basic understanding of checking/savings, deposits, electronic payments, and pending vs completed transactions.
• Willingness to learn a core banking platform (Fiserv) and a CRM (Salesforce) through guided practice.

Responsibilities

• Review incoming transaction inquiries and service requests, identifying the requested action.
• Check deposit and electronic payment details in a core banking platform, comparing amounts, dates, references, and status.
• Confirm required internal approvals and instructions before processing within access limits.
• Enter updates carefully, verify against the original request, and flag mismatches.
• Record context and actions in a CRM (Salesforce) for colleagues to follow.
• Research status questions using transaction histories and reference material.
• Contact internal requesters when information is incomplete and track for a response.
• Escalate unresolved differences or interruptions to the team lead or payment specialist.
• Provide clear status updates to service teams and close requests with a handoff summary.
• Meet quality standards for accuracy, turnaround, notes, and follow-up.

Skills

Clear written communication

Clear verbal communication

Attention to detail

Education

High School Diploma or equivalent

Tools

Fiserv

Salesforce

Job description

Job Title: Banking Operations Associate

Monthly Pay: $3,697 - $5,686 USD per month

Summary:

Accurate transaction checks, complete notes, and timely follow-up define good work in this banking operations role. You support routine deposit and payment activity so customers and internal teams receive dependable updates. The position sits within the banking operations team and works under a banking operations team lead. You work with customer service representatives, payment specialists, and branch colleagues to resolve routine transaction questions. This fully remote position lets you work from home in Maryland, United States. The role requires a 40-hour weekly commitment. Working days and shift times may vary.

Job Responsibilities:

• Review incoming transaction inquiries and service requests from shared queues and internal emails, identifying the requested action before starting work.
• Check deposit and electronic payment details in a core banking platform such as Fiserv, comparing amounts, dates, transaction references, and current status.
• Confirm that required internal approvals and transaction instructions are present before completing permitted routine processing steps within assigned access limits.
• Enter transaction updates carefully, verify the result against the original request, and flag mismatches without making unsupported adjustments to customer accounts.
• Record request context, checks performed, actions taken, and outstanding questions in a CRM such as Salesforce so colleagues can follow the work.
• Research routine deposit, automated clearing house transfer, and wire transfer status questions using available transaction histories and approved reference material.
• Contact internal requesters when information is incomplete, explaining what is missing and tracking the request until a response arrives.
• Escalate unresolved transaction differences, unfamiliar requests, or processing interruptions to the banking operations team lead or designated payment specialist before proceeding.
• Provide clear status updates to customer service representatives and branch colleagues, then confirm completion and close requests with a useful handoff summary.
• Meet quality standards measured through transaction accuracy, turnaround, complete notes, and dependable follow-up; use review feedback to improve subsequent work.

Qualifications:

• High school diploma or equivalent.
• No experience required; related experience in banking operations, transaction support, or financial customer service is preferred.
• Basic understanding of checking and savings accounts, deposits, electronic payments, and the difference between pending and completed transactions.
• Comfort learning a core banking platform such as Fiserv and a CRM such as Salesforce through guided practice and written procedures.
• Ability to compare transaction amounts and reference numbers, spot inconsistencies, and check your own entries before submitting work.
• Clear written and verbal communication for explaining transaction status, asking focused questions, and preparing concise internal handoffs.
• Sound judgment when handling confidential financial information, following approved instructions and referring unfamiliar situations to the team lead.
• A reliable computer, high-speed internet, and a quiet private workspace, with availability for the 40-hour weekly commitment and agreed working days and shift times.
• Authorization to work in the United States.

Perks & Benefits:

• Fully remote work from home in Maryland, with duties completed through desk-based banking operations systems and internal communication channels.
• Structured onboarding and training on a core banking platform such as Fiserv and a CRM such as Salesforce, including guided transaction examples.
• Regular check-ins with the team lead to discuss questions, review work quality, and clarify priorities as you learn routine workflows.
• Opportunities to build banking operations knowledge, electronic payment familiarity, transaction checking skills, and clear communication across internal service teams.
• Health coverage, paid leave, maternity leave, bonus opportunities, and stipends.