SDC Operations Officer I

Open Bank; Los Angeles (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, Dental, & Vision

Life, Accidental Death & Dismemberment

401(k) Retirement Savings Plan

Paid Time Off

Employee Assistance Program

Company Paid Lunch

Job summary

Open Bank in Los Angeles is seeking an SDC Operations Specialist II to support the Specialty Deposit Center. You will perform deposit account opening, maintenance, and servicing with a focus on accuracy and compliance.

The role emphasizes customer service, cross-department collaboration, and adherence to banking regulations, policies, and service standards while handling inquiries and processing requests efficiently.

Qualifications

• Bachelor’s degree in Business Administration or related field or equivalent experience.
• Minimum three years of experience in general bank operations or related field or equivalent experience.
• Ability to retain a broad knowledge of tasks performed in the deposit operation and lending functions.
• Good understanding of all required documents needed for opening new accounts.
• Ability to analyze and organize financial information and perform complex financial calculations.
• General knowledge of lending and deposit regulations and laws.
• Present a professional image in dealing with clients, interdepartmental, and external representatives.
• Accurate typing/keyboarding skills; basic computer skills, including word processing, spreadsheet software applications, and e-mail.

Responsibilities

• Respond to customer inquiries related to deposits, wire transfers, online banking, account maintenance, and general banking services
• Research and resolve client issues by coordinating with internal departments to ensure prompt and accurate resolution.
• Provide exceptional customer service while maintaining professionalism, confidentiality, and compliance with bank policies and procedures
• Communicate with bank clients via phone and email in a professional and timely manner regarding account inquiries, service requests, and banking concerns.
• Monitor and respond to incoming emails, voicemails, and service requests within established service level standards
• Assist clients with account-related documentation, forms, and banking procedures as needed.
• Escalate complex client concerns or high-risk matters to management or appropriate departments when necessary.
• Support daily operational activities and ensure all client requests are processed accurately and efficiently
• Ensure compliance with all applicable banking regulations, internal controls, policies, and procedures
• Perform additional operational and administrative duties as assigned to support department objectives and client service needs
• Keep informed of bank products and services, policies, practices, regulations, and laws as applicable to your function.

Education

Bachelor’s degree in Business Administration or related field

Equivalent experience

Job description

At Open Bank , we pride ourselves on being different and OPEN to new ideas and opportunities for our clients and employees.

We celebrate innovation, diversity, teamwork, excellence and integrity. We are an equal opportunity employer and offer competitive compensation and benefits package to recruit, retain and reward top talent. We would like to be your partner in success and happiness!

Join our TEAM - T ogether E veryone A chieves M ore

Job Title: SDC Operations Specialist II

Department: Specialty Deposit Center

We are looking for SDC Operations Specialist II to join our Specialty Deposit Center team at Open Bank! The SDC Operations Officer I will perform a broad range of operational duties related to deposit accounts, including account opening, maintenance, and servicing.

Key Responsibilities

• Respond to customer inquiries related to deposits, wire transfers, online banking, account maintenance, and general banking services


• Research and resolve client issues by coordinating with internal departments to ensure prompt and accurate resolution.


• Provide exceptional customer service while maintaining professionalism, confidentiality, and compliance with bank policies and procedures


• Communicate with bank clients via phone and email in a professional and timely manner regarding account inquiries, service requests, and banking concerns.


• Monitor and respond to incoming emails, voicemails, and service requests within established service level standards


• Assist clients with account-related documentation, forms, and banking procedures as needed.


• Escalate complex client concerns or high-risk matters to management or appropriate departments when necessary.


• Support daily operational activities and ensure all client requests are processed accurately and efficiently


• Ensure compliance with all applicable banking regulations, internal controls, policies, and procedures


• Perform additional operational and administrative duties as assigned to support department objectives and client service needs


• Keep informed of bank products and services, policies, practices, regulations, and laws as applicable to your function.

Requirements/Qualifications

• Bachelor’s degree in Business Administration or related field or equivalent experience.


• Minimum three years of experience in general bank operations or related field or equivalent experience required.


• Ability to retain a broad knowledge of tasks performed in the deposit operation and lending functions.


• Good understanding of all required documents needed for opening new accounts.


• Ability to analyze and organize financial information and perform complex financial calculations.


• General knowledge of lending and deposit regulations and laws.


• Present a professional image in dealing with clients, interdepartmental, and external representatives.


• Accurate typing/keyboarding skills; basic computer skills, including the use of word processing, spreadsheet software applications, and e-mail.

Employee Benefits & Perks

• Medical, Dental, & Vision : Open Bank offers medical, dental, and vision insurance for all full-time employees and their immediate family members. Employees become eligible for insurance benefits on the first of the month following their hire date.


• Life, Accidental Death & Dismemberment, & Long-Term Disability : Open Bank pays 100% of the cost.


• Flexible Spending Account (FSA) : Tax-advantaged financial accounts are offered for employees to pay for eligible out-of-pocket expenses (health, dependent care, transit, and parking) with pre-tax dollars.


• 401(k) Retirement Savings Plan : Open Bank matches 100% of the first 6% of employees' contributions. Employees are eligible to participate on the first of the month following 90 days of employment.


• Paid Time Off (PTO) : Employees begin to accrue PTO hours at the time of hire to use for vacation, illness, or other personal reasons.


• Employee Assistance Program (EAP) : The EAP offers counseling sessions, online tools and resources, and legal and financial guidance for employees and their family.


• Company Paid Lunch: Open Bank provides company paid lunch twice a week.