Deposit Operations Specialist II - Banking Services

Open Bank; Los Angeles (CA); Hybrid; USD 3,444,000 - 3,445,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance

FSA

401(k)

PTO

EAP

Company Lunch

Job summary

Open Bank seeks an experienced SDC Operations Specialist II to support the Specialty Deposit Center in Los Angeles. You will handle account opening, maintenance, and servicing across deposits with accuracy and discretion.

The role requires a Bachelor's degree and 3+ years in bank operations, along with strong knowledge of deposit regulations and client communications. This on-site position includes competitive benefits and team-oriented culture.

Qualifications

• Bachelor’s degree in Business Administration or related field or equivalent experience.
• Minimum three years of experience in general bank operations or related field or equivalent experience.
• Ability to retain a broad knowledge of tasks performed in the deposit operation and lending functions.
• Good understanding of all required documents needed for opening new accounts.
• Ability to analyze and organize financial information and perform complex financial calculations.
• General knowledge of lending and deposit regulations and laws.
• Present a professional image in dealing with clients, interdepartmental, and external representatives.
• Accurate typing/keyboarding skills; basic computer skills, including the use of word processing, spreadsheet software applications, and e-mail.

Responsibilities

• Respond to customer inquiries related to deposits, wire transfers, online banking, account maintenance, and general banking services
• Research and resolve client issues by coordinating with internal departments to ensure prompt and accurate resolution.
• Provide exceptional customer service while maintaining professionalism, confidentiality, and compliance with bank policies and procedures
• Communicate with bank clients via phone and email in a professional and timely manner regarding account inquiries, service requests, and banking concerns.
• Monitor and respond to incoming emails, voicemails, and service requests within established service level standards
• Assist clients with account-related documentation, forms, and banking procedures as needed.
• Escalate complex client concerns or high-risk matters to management or appropriate departments when necessary.
• Support daily operational activities and ensure all client requests are processed accurately and efficiently
• Ensure compliance with all applicable banking regulations, internal controls, policies, and procedures
• Perform additional operational and administrative duties as assigned to support department objectives and client service needs
• Keep informed of bank products and services, policies, practices, regulations, and laws as applicable to your function.

Skills

Customer service

Bank operations

Financial analysis

Regulatory knowledge

Professionalism

Typing

Education

Bachelor's degree in Business Administration or related field

Tools

Word processing

Spreadsheets

Email

Job description

Open Bank seeks an experienced SDC Operations Specialist II to support the Specialty Deposit Center in Los Angeles. You will handle account opening, maintenance, and servicing across deposits with accuracy and discretion.

The role requires a Bachelor's degree and 3+ years in bank operations, along with strong knowledge of deposit regulations and client communications. This on-site position includes competitive benefits and team-oriented culture.