Operations Support Specialist

Jobtailor; Concord (CA); On-site; USD 52,000 - 78,000; Full time

Job summary

Jobtailor is seeking a detail-oriented back-office professional to support accurate account processing and regulatory compliance in a financial services environment.

You will handle deposits, loan payments, wires, and digital account openings while reviewing and auditing requests to ensure accuracy and policy adherence.

Qualifications

• High school diploma or equivalent is required.
• Experience in a credit union or financial institution preferred.
• Ability to perform advanced account administrative functions in compliance with federal regulations.

Responsibilities

• Back-office support for accurate account processing and regulatory compliance.
• Process mail, deposits, loan payments, and outgoing wire transfers.
• Review, process, and audit remote outgoing wire transfer requests.
• Assist with IRA administration and related account functions.
• Maintain accurate records and prepare documentation.
• Lead testing and disaster recovery activities.

Skills

Account Processing

Regulatory Compliance

Digital Banking Platforms

Symitar Software

Customer Service

Attention to Detail

Interpersonal Communication

Problem Solving

Collaboration

Adaptability

Education

High School Diploma or Equivalent

Tools

Microsoft Office Suite

Symitar Software

Digital Banking Platforms

Job description

• Perform essential back-office functions supporting accurate account processing, regulatory compliance, and member service


• Process mail, deposits, loan payments, outgoing wire transfers, digital account openings, and complex account requests


• Review, process, audit, and recommend approval of remote outgoing wire transfer requests


• Review, process, and audit digital account opening applications and associated reports


• Process powers of attorney and subpoena requests


• Assist with IRA administration and related account functions


• Resolve member inquiries and eCommerce technical troubleshooting issues


• Collaborate with the Operations Manager, Assistant Manager, and multiple departments on reporting and cross-functional project issues


• Maintain accurate records, research account inquiries, and prepare documentation


• Lead Symitar release testing and disaster recovery testing


• Identify training needs, develop training materials, and train employees as assigned


• Support management, complete special projects, and provide backup as directed


• Contribute to process improvements, innovation, and system enhancements


• Keep management informed of member issues, outside agency concerns, and workflow backlogs


• Comply with anti-money laundering laws, including the Bank Secrecy Act, OFAC regulations, and the USA PATRIOT Act


• Work Monday through Friday, generally 8 a.m. to 5 p.m., with some alternate schedules


• Perform less than 5% local travel, primarily for training, meetings, or special projects

Requirements

• High school diploma or equivalent, required


• Two to six years of experience in a credit union or financial institution as a teller, including check and cash handling


• Experience performing advanced account administrative functions in compliance with federal regulations, including IRAs, certificates, subpoenas, and powers of attorney


• Ability to utilize digital banking platforms for member transactions and account management


• Strong attention to detail and accuracy in repetitive tasks


• Clear, professional written, oral, and interpersonal communication skills


• Experience handling telephone inquiries and challenging member interactions professionally


• Experience promoting and cross-selling credit union products and services


• Ability to maintain punctuality and adhere to assigned work schedules


• Proficiency in computer programs such as Microsoft Office Suite


• Ability to work effectively in a fast-paced, dynamic environment


• Ability to work independently and collaboratively with minimal supervision


• Knowledge of Symitar software system, preferred


• Previous customer service and/or call center experience, preferred


• Spanish/English bilingual proficiency, strongly preferred


• Ability to hear and comprehend spoken communication in person and over the phone


• Ability to view computer screens and read documentation clearly and accurately


• Ability to speak clearly and effectively


• Proficient use of hands and fingers for typing, office equipment, and document handling


• Ability to sit or stand at a workstation for extended periods


• Ability to move within the office environment


• Ability to occasionally lift and carry materials weighing up to 30 lbs.


• Less than 5% local travel required

Core Competencies

Demonstrates expertise in account processing, regulatory compliance, and member service within a financial institution. Proficient in utilizing digital banking platforms and Symitar software to enhance operational efficiency and customer satisfaction.

Highest-signal resume keywords

• Account Processing


• Regulatory Compliance


• Digital Banking Platforms


• Symitar Software


• Customer Service

ATS Optimization Keywords

Hard Skills

• Account Administration


• Check Handling


• Cash Handling


• Wire Transfer ProcessingIRA Administration


• Subpoena Processing


• Powers of Attorney Processing


• Data Auditing


• Microsoft Office Suite


• Attention to Detail

Soft Skills

• Interpersonal Communication


• Professional Written Communication


• Problem Solving


• Collaboration


• Adaptability

Industry Keywords

• Bank Secrecy Act


• OFAC Regulations


• USA PATRIOT Act


• Credit Union


• Financial Institution

Tools & Technologies

• Symitar Software


• Digital Banking Platforms