Operations Generalist

Waterford Bank•Toledo, OH

About The Position

The Operations Generalist supports the smooth and efficient operation of the bank’s back-office processes and assists multiple departments with operational tasks, including transaction processing, compliance monitoring, data entry, reception, and customer service. The role serves as a first point of contact for many customer interactions, including in-person office visits and phone calls, and routes customer requests to the appropriate business units. The position also supports banking staff, maintains operational records, assists with audits and system implementation, and helps resolve customer and operational issues.

Requirements

High school diploma or GED required.
1–3 years of experience in banking, operations, or a related field.
Strong attention to detail and accuracy.
Excellent organizational and time-management abilities.
Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
Strong written and verbal communication skills.
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.
Familiarity with banking systems and transaction processing.

Responsibilities

Process daily wire transfers, ACH transactions, deposits, withdrawals, and loan payments accurately and promptly.
Reconcile accounts and resolve discrepancies.
Provide operational support to branch staff and customers, answering questions about accounts, transactions, and banking operations.
Deliver customer service, greet customers, handle requests, address inquiries, and help resolve problems.
Refer customers to appropriate banking personnel for products and services.
Collaborate with team members to resolve customer issues.
Follow banking regulations, policies, and procedures.
Monitor and report suspicious activity in accordance with the bank’s AML and fraud prevention policies.
Maintain and update customer records, transaction logs, and operational databases.
Assist in preparing reports for internal and external audits.
Support implementation of new operational processes, software, and systems.
Test and troubleshoot banking systems and report issues to IT or management.
Serve as a first point of contact for customer interactions, including in-person visits and phone calls.
Route incoming calls and customer requests to the appropriate business units through various communication methods.
Assist with special projects and other duties assigned by management.
Comply with all requirements of the Bank Secrecy Act.
Perform other duties as assigned.