Operations Specialist

CCB Insurance Agency, LLC.; Oklahoma City (OK); On-site; USD 38,000 - 52,000; Full time

Job summary

Chickasaw Community Bank is seeking an Operations Specialist at the Corporate Office in Oklahoma City, OK. The role focuses on reconciling and balancing accounts, processing wires and ACH transactions, and maintaining confidentiality of customer information.

You will ensure compliance with banking policies, provide customer service to internal and external clients, and support deposit operations staff in resolving discrepancies with accuracy and integrity.

Qualifications

• High school diploma or equivalent required.
• 1–3 years of banking experience preferred.

Responsibilities

• Reconcile DDA, GL, CD, Teller Cash and CCB Checking Accounts.
• Balance general ledger and post correcting entries to maintain financial integrity.
• Process Incoming/Outgoing Wires, Mortgage Findings, Currency Orders, ACH Returns, and Credit Card Payments via I-Web.

Skills

Communication skills

Attention to detail

Teamwork

Banking knowledge

Time management

Education

High school diploma or equivalent

Tools

I-Web

Job description

Job Details

Job Location: Corporate Office - Oklahoma City, OK 73142

Operations Specialist are responsible for performing transactions in compliance with regulatory and bank policies and procedures, and adherence to bank security policies and confidentiality of bank records and customer information. They provide customer service to internal and external clients, working closely with deposit operations staff to research and resolve transactional discrepancies.

STATEMENT OF EXPECTATIONS

Chickasaw Community Bank (CCB) expects all employees to comply with the responsibilities of their assigned position to the highest degree of performance. Expectations include but are not limited to:

• Adhere to the bank’s policies and support management decisions and goals in a positive, professional manner
• Represent CCB with a high level of integrity and professionalism
• Maintain knowledge and understanding of banking rules, regulations, laws, and all policies and procedures
• Follow established policies, systems and controls to ensure compliance with regulatory laws, guidance and internal policies
• Knowledge of applicable bank software and programs
• Demonstrate a willingness to adapt to changing business needs and deadlines
• Possess a work ethic that includes neatness and punctuality
• Exhibit a professional, business‑like appearance, and demeanor
• Answer all voicemails and emails within 24 hours of receipt
• Confer with management concerning questions, procedures, necessary information, forms completion, and problem resolutions
• Complete and attend all required CCB training
• Maintain satisfactory attendance
• Perform other duties as they relate to the Bank and its functions

ESSENTIAL FUNCTIONS

• Reconciling, DDA, GL, CD, Teller Cash and CCB Checking Account.
• Balance general ledger accounts and post correcting entries, review and verify the accuracy of transactions to support the financial integrity of the organization.
• I‑Web: Incoming and Outgoing Wires, Mortgage Findings, Currency Orders, ACH Returns, Credit Card Payments and export ACH Batches for Cash Management Customers.
• Produce various Bookkeeping Reports.
• Performs Remote Deposit Capture functions including maintaining limit logs, verifying and sending daily Merchant deposits, etc.
• Creates and posts ATM Fraud Risk and STAR Network reports, CAM alerts.
• Assists customers with Cash Management, online bill pay, wires, etc.
• Maintain Charge off accounts and report to ChexSystem.
• End of Month Reconciling of CCB accounts, Dormant Accounts; send End of Month dormant letters and High‑Risk accounts.

ADDITIONAL RESPONSIBILITIES

• Back up all Operations Specialist Desks.

Qualifications

PHYSICAL ACTIVITIES REQUIRED TO PERFORM ESSENTIAL FUNCTIONS

• Sitting for long periods of time; occasional bending, squatting, kneeling, stooping; good finger dexterity and feeling; frequent repetitive motions; talking, hearing, and visual acuity.
• Frequent lifting (up to 10 pounds of paper supplies or minor office equipment).

NOTE: The above statements are intended to describe the general nature and level of work performed by an employee in this position. These statements are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees in this position.

ENVIRONMENT AND INTERACTION

• Normal office environment.
• Reports To: VP, Deposit Operations Manager

PROFICIENCIES

• Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person and over the phone.
• Basic word processing and computer database skills.
• Ability to learn and navigate computer systems and websites necessary to complete job description and other duties as assigned.
• Effective interpersonal skills with the ability to work with individuals and groups at all organization levels; ability to work independently and as part of a team.
• Knowledge of mathematical principals.
• Ability to take initiative and prioritize tasks; good time‑management, organizational, problem‑prevention and problem‑solving skills.
• Knowledge and understanding of banking rules, regulations, laws and all policies and procedures pertaining to them including but not limited to the Bank Secrecy Act.
• Ability to work accurately with close attention to detail.
• Ability to maintain confidentiality of sensitive information.
• Must be self‑motivated, assertive, and perform well in a team environment.
• Must be organized and able to multi‑task.

EDUCATION AND EXPERIENCE

• High school diploma or equivalent.
• One to three years similar or related banking experience is required.