Fintech Account Operations Manager

Community Federal Savings Bank; New York (NY); On-site; USD 75,000 - 85,000; Full time

Job summary

Community Federal Savings Bank, a federally regulated savings bank at the forefront of fintech, seeks an Account Operations Manager in New York to support the operations team and customers, handling account opening, online banking enrollment, Positive Pay, and ACH returns.

The role focuses on maintaining client relationships, resolving posted items, processing online banking enrollments, and coordinating with internal teams to ensure accuracy, timely service, and regulatory compliance.

Qualifications

• Minimum of 3 years’ relevant work experience.
• Excellent verbal and written communication skills.
• Knowledge of policies, procedures and updated regulatory requirements.
• Self-motivated with the ability to work independently as well as in a team environment.
• Ability to handle multiple tasks simultaneously and meet deadlines, while maintaining focus in an environment with conflicting demands and priorities.
• excellent PC skills including Outlook, Word, Excel, and Office 365.
• Strong experience in Bank Operations.
• Strong knowledge of Banking Regulations.

Responsibilities

• Develop and maintain strong relationships with customers.
• Act as the primary point of contact for customers, addressing their needs and concerns in a timely and professional manner.
• Work collaboratively with internal teams to ensure client satisfaction and successful project completion.
• Resolve unposted items, process RDC fed file, and positive pay transactions.
• Assist various teams with customers’ requests for online banking enrollment.
• Process all audit requests received from customers through the Audit Confirmation system.
• Send invoices to clients and follow up on unpaid invoices.
• Provide new clients with account information and ensure they receive the necessary help for account setup, API, SFTP and Online banking enrollment.

Skills

Relationship building

Communication skills

Bank operations

Regulatory knowledge

Independent work

Multitasking

Office 365

Attention to deadlines

Job description

Community Federal Savings Bank, a federally regulated savings bank at the forefront of fintech, seeks an Account Operations Manager in New York to support the operations team and customers, handling account opening, online banking enrollment, Positive Pay, and ACH returns.

The role focuses on maintaining client relationships, resolving posted items, processing online banking enrollments, and coordinating with internal teams to ensure accuracy, timely service, and regulatory compliance.