Operations Associate

Jobtailor; Connecticut; On-site; USD 42,000 - 54,000; Full time

Job summary

Jobtailor in the United States is seeking a detail-oriented Operations Clerk to process monetary and non-monetary tasks, collect and verify data, and perform reconciliations. You will analyze information using established procedures, support internal and external customers, and assist with training and onboarding.

The role emphasizes compliance, risk mitigation, and meeting service-level standards. The ideal candidate has strong communication skills, data input efficiency, and the ability to

Qualifications

• High School Diploma or GED required.
• Associate's Degree preferred.
• Professional and/or customer service experience preferred.
• Ability to follow procedures and interrogate data required.
• Basic organizational skills required.
• Good written and oral communication skills required.
• Accounting and computer skills preferred.
• Ability to deliver high-quality work in a friendly, fast-paced environment.
• Ability and willingness to learn new skills.
• Must be authorized to work for any employer in the U.S.

Responsibilities

• Process monetary and non-monetary tasks and transactions, including account maintenance, verification, reconciliations, complex account transactions, and exception-item resolution.
• Collect, verify, maintain, and input data.
• Analyze information and make processing decisions using established procedures and guidelines.
• Support monetary and non-monetary transactions requiring reconciliation.
• Provide support to internal and external customers.
• Cross-train on other team duties and provide coverage as needed.
• Maintain compliance with applicable laws, regulations, policies, procedures, and internal controls.
• Focus on risk and fraud mitigation.
• Uphold service-level standards.
• Assist with new employee training and onboarding.
• Prepare reports and provide information to authorized persons.
• Provide guidance to employees on operational policies and procedures.
• Perform other duties as assigned.

Skills

Data Analysis

Transaction Reconciliation

Customer Service Experience

Compliance Adherence

Organizational Skills

Written Communication

Oral Communication

Ability to Learn New Skills

Friendly Demeanor

Education

High School Diploma

GED

Associate's Degree

Tools

Account Maintenance

Verification

Exception-Item Resolution

Data Input

Report Preparation

Accounting Skills

Computer Skills

Job description

• Process monetary and non-monetary tasks and transactions, including account maintenance, verification, reconciliations, complex account transactions, and exception-item resolution


• Collect, verify, maintain, and input data


• Analyze information and make processing decisions using established procedures and guidelines


• Support monetary and non-monetary transactions requiring reconciliation


• Provide support to internal and external customers


• Cross-train on other team duties and provide coverage as needed


• Maintain compliance with applicable laws, regulations, policies, procedures, and internal controls


• Focus on risk and fraud mitigation


• Uphold service-level standards


• Assist with new employee training and onboarding


• Prepare reports and provide information to authorized persons


• Provide guidance to employees on operational policies and procedures


• Perform other duties as assigned

Requirements

• High School Diploma or GED required


• Associate's Degree preferred


• Professional and/or customer service experience preferred


• Ability to follow procedures and interrogate data required


• Basic organizational skills required


• Good written and oral communication skills required


• Accounting and computer skills preferred


• Ability to deliver high-quality work in a friendly, fast-paced environment


• Ability and willingness to learn new skills


• Must be authorized to work for any employer in the U.S.


• NBT Bank is unable to sponsor or assume sponsorship of an employment visa


• Ability to communicate effectively with internal and external customers


• Ability to remain stationary 75% or more of the time


• Ability to move objects weighing up to 10 lbs

Core Competencies

Demonstrates strong abilities in processing monetary and non-monetary transactions, maintaining compliance with regulations, and providing excellent customer service. Capable of analyzing data and making informed decisions while upholding service-level standards.

Highest-signal resume keywords

• Data Analysis


• Transaction Reconciliation


• Customer Service Experience


• Compliance Adherence


• Organizational Skills

ATS Optimization Keywords

Hard Skills

• Account Maintenance


• Verification


• Exception-Item Resolution


• Data Input


• Report Preparation


• Accounting Skills


• Computer Skills

Soft Skills

• Written Communication


• Oral Communication


• Ability to Learn New Skills


• Friendly Demeanor

Certifications & Qualifications

• High School Diploma


• GED


• Associate's Degree

Industry Keywords

• Risk Mitigation


• Fraud Prevention


• Service-Level Standards


• Operational Policies


• Internal Controls