Banking Operations Specialist - Client Onboarding & Support

Summit-Bank; Eugene (OR); On-site; USD 42,000 - 52,000; Full time

Job summary

Summit-Bank is seeking a Support Specialist I - Operations to handle daily banking operations, client inquiries, and onboarding related to Business VISA cards. The role supports timely processing of wires, card-related tasks, and adherence to bank policies.

Strong communication and organizational skills are essential for success in a fast-paced environment. Daily duties include processing wires, card support, onboarding new clients, and maintaining accurate records while ensuring compliance with

Qualifications

• High School Diploma or equivalent.
• 1–2 years banking or client service experience in a professional environment.
• Proven ability to communicate and interact professionally with internal and external clients and work effectively as part of a team.
• Intermediate computer skills: keyboarding, word processing, spreadsheets; QuickBooks/Quicken experience a plus.
• Excellent organizational and time management skills.
• Current Driver’s License and access to reliable vehicle.
• Ability to deal with complex problems involving multiple facets and variables.
• Ability to read, analyze, and interpret business materials.
• Strong discretion with confidential information and ability to work with minimal supervision.
• Working knowledge of banking regulations and compliance requirements.

Responsibilities

• Process daily wire origination, receipt, and related documentation.
• Support debit card processing, card issues, and onboarding new clients.
• Handle daily exception items and posting corrections.
• Maintain account information and perform ledger-related tasks.
• Respond to client inquiries and provide product/service information.
• Prepare data summaries and productivity reports for management.
• Ensure adherence to bank policies and regulatory requirements.

Skills

Communication

Time management

Teamwork

Problem solving

Discretion

Written communication

Banking compliance

Interpersonal skills

Education

High School Diploma or equivalent

Tools

QuickBooks/Quicken

Job description

Summit-Bank is seeking a Support Specialist I - Operations to handle daily banking operations, client inquiries, and onboarding related to Business VISA cards. The role supports timely processing of wires, card-related tasks, and adherence to bank policies.

Strong communication and organizational skills are essential for success in a fast-paced environment. Daily duties include processing wires, card support, onboarding new clients, and maintaining accurate records while ensuring compliance with