Operations Specialist

COMMUNITY NATIONAL BANKSeneca, KS
Onsite

About The Position

Assist work groups as needed to meet the workload volume. Processes paperwork, making sure all requirements are met. Posts cash and/or investment transactions to CNBSoft system. Scans documents to Docuware for support of posted transaction. Contacts necessary parties to obtain clarification regarding transactions submitted to CNB. Completes projects as assigned. Completes miscellaneous tasks such as filing, scanning, and checking system maintenance. Provides customer service to clients and representatives Completes other duties as assigned. These tasks do not meet the Americans with Disabilities Act definition of essential job functions and are usually less than 5% of time spent. However, these tasks still constitute important performance aspects of the job. Support CNB’s strong relationship culture through quality customer service and superior product knowledge Provide superior customer service by resolving problems efficiently and responding timely Identify and implement solutions to problems in general and urgent matters Actively seek to add and enhance knowledge regarding developments and current trends in the industry Seek counsel of supervisor on issues as appropriate Work collaboratively with staff to maintain a team environment Flexible to accept additional assignments as requested by leadership Professionalism while representing CNB (onsite, professional and community events and via communications) Participate and attend meetings as requested Timely responds to inquiries for information to customers, staff, and vendors Answer telephone and email requests providing a prompt response Follow CNB’s policies and procedures Other duties as assigned

Requirements

  • Knowledge of word processing and spreadsheet software.
  • Knowledge of basic mathematical calculations including fractions and percentages.
  • Excellent skills in checking work and proofreading.
  • Excellent skills in data entry.
  • Excellent communication skills (verbal and written)
  • Ability to type, answer the phone, and use a ten-key.
  • Ability to meet deadlines and work under pressure
  • Knowledge of general office equipment
  • Ability to work independently and be self-motivated
  • The employee must be able to stand and sit for extended lengths of time, read computer screens, talk on the phone, unpack and move supplies up to fifty (50) pounds, reach, kneel, bend, climb and balance.
  • Vision abilities required for this job include close vision.

Nice To Haves

  • One to two years at a college or technical school preferred.
  • One to three years of finance or customer service experience preferred.

Responsibilities

  • Processes paperwork, making sure all requirements are met.
  • Posts cash and/or investment transactions to CNBSoft system.
  • Scans documents to Docuware for support of posted transaction.
  • Contacts necessary parties to obtain clarification regarding transactions submitted to CNB.
  • Completes projects as assigned.
  • Completes miscellaneous tasks such as filing, scanning, and checking system maintenance.
  • Provides customer service to clients and representatives
  • Completes other duties as assigned.
  • Support CNB’s strong relationship culture through quality customer service and superior product knowledge
  • Provide superior customer service by resolving problems efficiently and responding timely
  • Identify and implement solutions to problems in general and urgent matters
  • Actively seek to add and enhance knowledge regarding developments and current trends in the industry
  • Seek counsel of supervisor on issues as appropriate
  • Work collaboratively with staff to maintain a team environment
  • Flexible to accept additional assignments as requested by leadership
  • Professionalism while representing CNB (onsite, professional and community events and via communications)
  • Participate and attend meetings as requested
  • Timely responds to inquiries for information to customers, staff, and vendors
  • Answer telephone and email requests providing a prompt response
  • Follow CNB’s policies and procedures
  • Other duties as assigned
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