Remote Banking Operations Associate - Entry Level

Talentoma; Rockville (MD); Remote; USD 41,000 - 63,000; Full time

Benefits offered by this job

Fully remote work from home

Onboarding and training

Regular team check-ins

Career development in banking ops

Health coverage

Paid leave and maternity leave

Bonus opportunities

Stipends

Job summary

Talentoma is seeking a Banking Operations Associate to support routine deposit and payment activity from a fully remote role in Maryland. You will work with customer service reps, payment specialists, and branch colleagues to resolve routine questions, with a 40-hour weekly commitment.

Your responsibilities include reviewing transactions, verifying details in Fiserv, ensuring proper approvals, and maintaining clear notes in Salesforce.

Qualifications

• High school diploma or equivalent required.
• No experience required; related banking operations/transaction support experience preferred.
• Basic understanding of checking, savings, deposits, electronic payments, and transaction status.
• Willingness to learn Fiserv and Salesforce through guided practice.

Responsibilities

• Review incoming transaction inquiries and service requests, identify the required action.
• Check deposit and electronic payment details in the core banking system, verify amounts and dates.
• Ensure internal approvals are present before processing.
• Enter updates accurately and flag mismatches in customer records.
• Document actions and context in a CRM like Salesforce for traceability.
• Research status questions using transaction histories and approved references.
• Contact requesters for missing information and track responses.
• Escalate unresolved items to team lead or payment specialists.
• Provide status updates to colleagues and complete handoffs with summaries.
• Meet quality standards through accuracy, turnaround, and thorough notes.

Skills

Attention to detail

Clear written and verbal communication

Analytical thinking

Discretion with confidential financial

Learn core banking platforms (Fiserv)

Education

High school diploma or equivalent

Tools

Fiserv core banking platform

Salesforce CRM

Job description

Talentoma is seeking a Banking Operations Associate to support routine deposit and payment activity from a fully remote role in Maryland. You will work with customer service reps, payment specialists, and branch colleagues to resolve routine questions, with a 40-hour weekly commitment.

Your responsibilities include reviewing transactions, verifying details in Fiserv, ensuring proper approvals, and maintaining clear notes in Salesforce.