Operations Generalist

Waterford Bank•Toledo, OH

About The Position

The Operations Generalist plays a key role in ensuring the smooth and efficient operation of the bank's back-office processes. This position supports multiple departments by performing a variety of operational tasks, including transaction processing, compliance monitoring, data entry receptionist, and customer service support.

Requirements

High school diploma or GED required
1-3 years of experience in banking, operations, or a related field.
Familiarity with banking systems and transaction processing preferred.
Strong attention to detail and accuracy.
Excellent organizational and time management abilities.
Proficient in Microsoft Office Suite (Word, Excel, Outlook).
Strong communication skills, both written and verbal.
Ability to work independently and as part of a team in a fast-paced environment.

Nice To Haves

associate or bachelor's degree in business, finance, or a related field preferred.

Responsibilities

Process daily transactions, including wire transfers, ACH, deposits, withdrawals, and loan payments, ensuring accuracy and timeliness.
Reconcile accounts and resolve discrepancies promptly.
Provide operational support to branch staff and customers, addressing inquiries related to accounts, transactions, and general banking operations.
Promote excellent customer service and rapport with clients regarding daily transactions, addressing inquiries and problem resolution.
Acknowledge/greet customers and ensure their requests are handled accurately and in a timely manner; refer clients to the appropriate banking staff personnel for products and services.
Collaborate with team members to resolve customer issues effectively.
Ensure adherence to banking regulations, policies, and procedures during all operational activities.
Monitor and report suspicious activities in line with the bank's anti-money laundering (AML) and fraud prevention policies.
Maintain and update customer records, transaction logs, and other operational databases.
Assist in preparing reports for internal and external audits.
Support the implementation of new operational processes, software, and systems.
Test and troubleshoot banking systems and report any issues to IT or management.
Serves as the first point of contact for most customer interaction including face-to-face office visits in addition to managing multiple phone calls throughout the day for customers needing direct assistance.
Route incoming calls and customer requests to appropriate business units through various communication methods to ensure speedy and accurate customer response time.
Assist with special projects and other duties as assigned by management.
Comply with all requirements of the Bank Secrecy Act
Performs other duties as assigned