BaaS Operations Support Specialist

FINWISE BANK•Murray, UT

15h•Onsite

About The Position

The BaaS Operations Support Specialist provides essential administrative and operational support to the Banking-as-a-Service (BaaS) Operations team. This role assists with day-to-day tasks, client support activities, compliance monitoring, and operational processes to ensure smooth delivery of banking services. The ideal candidate is detail-oriented, adaptable, and eager to learn about the fintech and banking operations environment.

Requirements

Strong organizational and multitasking skills.
Basic understanding of banking.
Proficiency in Microsoft Office Suite.
Excellent communication and problem-solving skills.
Ability to learn quickly and adapt to changing priorities.
High School Diploma, GED, or equivalent
Sit or stand at a computer for long periods of time and look at a computer screen for several hours a day
Work at an assigned FinWise office location
Communicate with others in person, on the phone, virtual meeting and email
Maintain confidentiality
Lift 20 lbs.
Maintain regular and punctual attendance
Work overtime assigned
Travel overnight as required
Work cooperatively with others
Driving during workday
Comply with all company policies and procedures
Background checks are required on all bank employees due to the accessibility of Personally Identifiable Private Information.

Nice To Haves

BA/BS or equivalent professional experience

Responsibilities

Assist with daily monitoring of transactions, reconciliations, and reporting.
Support payment processing, account setup, and troubleshooting operational issues.
Prepare and maintain documentation for operational workflows and compliance requirements.
Assist with Invoicing partners and gather all required documentation including but not limited to refining the overall process for easier, streamlined invoicing.
Provide administrative support for client onboarding and program setup.
Respond to partner inquiries and escalate complex issues to senior team members.
Coordinate with internal teams to ensure timely resolution of partner requests, tickets, etc.
Help monitor adherence to compliance standards and report discrepancies.
Assist with monitoring our partner programs to ensure data integrity, compliance, and reviews are timely and accurate
Ensure Themis is updated accordingly with partner reviews of marketing items, expected reports are received timely for each partner, and other partner tracking items as needed.
Compile operational data for internal reporting and performance metrics.
Ensure data integrity of partner’s data by monitoring any relevant changes or discrepancies or other anomalies.
Confirm receipt of daily reporting files and troubleshoot missing files from our partners
Review Azure implementation boards and cross-reference with our templates and add missing tasks and acceptance criteria
Schedule partner meetings, prepare agendas, and maintain project timelines.
Support cross-functional collaboration between other stakeholders who are supporting our programs
Perform other duties as assigned to ensure smooth operations.