Banking Operations & Customer Care Specialist

Hyra; La Crosse (WI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Benefits package

Job summary

Citizens State Bank seeks an Operations Support Specialist to join the Customer Care team. This role handles daily bank operations, including wire transfers, account maintenance, reconciliations, and customer assistance via phone and digital channels.

The position supports multiple banking areas, resolves issues, and ensures adherence to bank policies and federal regulations. Schedule typically spans 7:30 a.m. to 5:30 p.m., with shifts flexing to department needs.

Qualifications

• Previous experience in banking operations, accounting support, bookkeeping, payroll processing, customer service, or a similar detail-oriented role is preferred.
• Excellent attention to detail and accuracy, with the ability to manage multiple tasks and priorities effectively.
• Proficiency with Microsoft Office Suite and other technology platforms.
• Strong interpersonal and communication skills with a commitment to providing exceptional customer service.
• Strong problem-solving abilities and a proactive approach to resolving issues.

Responsibilities

• Process incoming and outgoing wire transfers in accordance with bank policies and procedures.
• Process account maintenance requests accurately and timely.
• Perform daily reconciliations of deposit accounts to ensure accuracy and resolve discrepancies.
• Answer incoming customer calls, assisting customers when able and directing inquiries to the appropriate team member when needed.
• Monitor and respond to customer requests received through online and digital banking channels.
• Assist customers with inquiries related to deposit and loan accounts, transactions, and general banking services.
• Provide debit card support to staff and customers, including card maintenance, disputes, travel notices, and hot-card requests.
• Provide customer support for Online Banking and Mobile Banking applications, including enrollments, maintenance, and basic troubleshooting.
• Collaborate with departments across the bank to ensure smooth operations and exceptional customer experiences.
• Serve as a resource for staff by assisting with deposit operations and wire-related questions.
• Support the Customer Care team's commitment to delivering outstanding service while balancing operational responsibilities.
• Ensure compliance with all Bank policies and procedures, as well as applicable state and federal banking regulations, including BSA/OFAC, Regulation E, Regulation GG, and ACH Rules.

Skills

Attention to detail

Banking operations

Customer service

Microsoft Office

Communication

Tools

Microsoft Office Suite

Job description

Citizens State Bank seeks an Operations Support Specialist to join the Customer Care team. This role handles daily bank operations, including wire transfers, account maintenance, reconciliations, and customer assistance via phone and digital channels.

The position supports multiple banking areas, resolves issues, and ensures adherence to bank policies and federal regulations. Schedule typically spans 7:30 a.m. to 5:30 p.m., with shifts flexing to department needs.