Banking Services Operations Associate II

Computer Task Group, IncTown of Amherst, NY
Onsite

About The Position

CTG is seeking to fill a Banking Services Operations Associate II opening for our client. This role involves reviewing documents for accuracy and compliance, validating data, securing and maintaining collateral, and assisting customers with basic problem resolution. The associate will perform routine banking operations and administrative activities, process documentation, enter and verify information in computer systems, and handle sensitive banking documentation and collateral according to security and confidentiality procedures. The position requires managing multiple tasks in a fast-paced environment while maintaining accuracy and communicating professionally with various stakeholders. There are no direct supervisory responsibilities, but support and assistance to team members may be provided as needed.

Requirements

  • High School diploma or GED required.
  • One to two years of relevant work experience.
  • Strong attention to detail and accuracy.
  • Ability to multitask and prioritize work effectively.
  • Ability to work successfully in a fast-paced environment.
  • Basic problem-solving and customer service skills.
  • Ability to follow established procedures and regulatory requirements.
  • Excellent verbal and written English communication skills and the ability to interact professionally with a diverse group are required.

Nice To Haves

  • Associate's degree preferred.
  • Two to three years of office experience preferred.
  • Previous banking, financial services, operations, data entry, or document processing experience is a plus.

Responsibilities

  • Review documents for accuracy and compliance with applicable regulatory requirements.
  • Validate data for accuracy and completeness prior to entry into a designated mainframe or computer system.
  • Properly secure and maintain collateral for the Bank in accordance with established procedures.
  • Assist internal and external customers with basic problem resolution and service-related inquiries.
  • Perform other duties and responsibilities as requested by management.
  • Perform routine banking operations and administrative activities accurately and efficiently.
  • Review and process documentation while adhering to established policies, procedures, and regulatory requirements.
  • Enter and verify information in designated computer systems and maintain accurate records.
  • Handle sensitive banking documentation and collateral in accordance with security and confidentiality procedures.
  • Manage multiple tasks and priorities in a fast-paced environment while maintaining a high level of accuracy.
  • Communicate professionally with internal teams, customers, and other stakeholders.
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