SDC Operations Specialist II

Open Bank; Los Angeles (CA); Hybrid; USD 3,444,000 - 3,445,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance

FSA

401(k)

PTO

EAP

Company Lunch

Job summary

Open Bank seeks an experienced SDC Operations Specialist II to support the Specialty Deposit Center in Los Angeles. You will handle account opening, maintenance, and servicing across deposits with accuracy and discretion.

The role requires a Bachelor's degree and 3+ years in bank operations, along with strong knowledge of deposit regulations and client communications. This on-site position includes competitive benefits and team-oriented culture.

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 the use of 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.

Skills

Customer service

Bank operations

Financial analysis

Regulatory knowledge

Professionalism

Typing

Education

Bachelor's degree in Business Administration or related field

Tools

Word processing

Spreadsheets

Email

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

SDC Operations Specialist II

Full Time Non-Exempt Support 98 HQ, Los Angeles, CA, US

30+ days ago Requisition ID: 1284

Salary Range: $25.00 To $32.00 Hourly

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 IIto 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 Bankoffers 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 Bankpays 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 Bankmatches 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.