Remote Banking Operations Specialist

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

Benefits offered by this job

Remote work from home in Maryland

Structured onboarding and training onF

Regular team check-ins

Health coverage and leave benefits

Job summary

Sales Match is hiring a Banking Operations Associate, a fully remote position based in Maryland. You will support routine deposit and payment activity, ensuring timely updates for customers and internal teams.

The role collaborates with customer service, payment specialists, and branch colleagues to resolve routine inquiries. Requires a high school diploma; no experience required, though banking operations or financial customer service is a plus.

Qualifications

• High school diploma or equivalent is required.
• No experience required; related banking operations or customer service experience is a plus.
• Basic understanding of checking/savings, deposits, electronic payments, and pending vs completed transactions.
• Willingness to learn a core banking platform (Fiserv) and a CRM (Salesforce) through guided practice.

Responsibilities

• Review incoming transaction inquiries and service requests, identifying the requested action.
• Check deposit and electronic payment details in a core banking platform, comparing amounts, dates, references, and status.
• Confirm required internal approvals and instructions before processing within access limits.
• Enter updates carefully, verify against the original request, and flag mismatches.
• Record context and actions in a CRM (Salesforce) for colleagues to follow.
• Research status questions using transaction histories and reference material.
• Contact internal requesters when information is incomplete and track for a response.
• Escalate unresolved differences or interruptions to the team lead or payment specialist.
• Provide clear status updates to service teams and close requests with a handoff summary.
• Meet quality standards for accuracy, turnaround, notes, and follow-up.

Skills

Clear written communication

Clear verbal communication

Attention to detail

Education

High School Diploma or equivalent

Tools

Fiserv

Salesforce

Job description

Sales Match is hiring a Banking Operations Associate, a fully remote position based in Maryland. You will support routine deposit and payment activity, ensuring timely updates for customers and internal teams.

The role collaborates with customer service, payment specialists, and branch colleagues to resolve routine inquiries. Requires a high school diploma; no experience required, though banking operations or financial customer service is a plus.