Operations Specialist

MA Bank•Macon, MO

About The Position

The Operations Specialist I assists the Operations area with operational functions that support MA Bank customers and branch personnel. The role processes account maintenance and transaction requests, handles legal orders and documentation, assists with card-related disputes and balancing, and provides operational support to branches. The specialist maintains knowledge of bank products, services, procedures, regulations, and requirements affecting assigned responsibilities. The position also supports community relationships, protects confidential information, complies with bank policies and applicable regulatory requirements, and contributes to the overall success of the Bank by assisting employees and departments as needed.

Requirements

  • High school diploma or equivalent required.
  • Strong attention to detail and ability to complete work accurately.
  • Strong organizational skills and ability to manage multiple responsibilities and priorities.
  • Analytical and problem-solving skills, including the ability to research and resolve operational discrepancies.
  • Ability to understand and follow detailed procedures, regulatory requirements, and legal documentation.
  • Working knowledge of banking products, services, and operational processes.
  • Excellent computer skills, including Excel, Word, Adobe, and applicable banking software.
  • Good mathematical and balancing skills.
  • Ability to maintain confidentiality when handling sensitive customer, account, and legal information.
  • Ability to establish and maintain effective working relationships with employees across departments.
  • Ability to communicate professionally with coworkers, customers, vendors, and other parties.
  • Ability to work independently while contributing effectively as part of a team.
  • Ability to work in a constant state of alertness and in a safe manner.
  • Ability to read documents and reports; use a computer; communicate in person or by telephone/headset; sit for extended periods; move throughout the work area; occasionally stoop or kneel; lift up to 20 pounds with or without reasonable assistance; occasionally drive locally for work-related assignments; and type, handle documents, and operate office and electronic equipment.

Nice To Haves

  • Customer service experience, including telephone-based customer service, preferred.
  • Experience in the financial services industry preferred.
  • Retail banking or banking operations experience preferred.

Responsibilities

  • Process wire transfers and other operational transactions.
  • Process account file maintenance changes, address change verifications, check forgery claims, stop payments, and subpoenas.
  • Process tax levies, garnishments, and child support enforcement orders, including account research, documentation, and processing.
  • Assist with card disputes and maintain appropriate documentation.
  • Perform credit card balancing and research and resolve balancing discrepancies.
  • Prepare customer account communications, notices, and remittances, including CD notices, Christmas Club account notices, and other operational correspondence.
  • Assist branches with balancing inquiries, account transfer requests, forms, wire processing, and other operational needs.
  • Assist with special projects and other Operations functions.
  • Maintain working knowledge of deposit and loan products, stop payment procedures, ATM/debit card procedures, account maintenance procedures, and other applicable operational processes.
  • Maintain knowledge of MA Bank products and services, corresponding bank policies and procedures, and applicable regulations and requirements.
  • Represent MA Bank in community, civic, and community reinvestment activities.
  • Maintain knowledge of Bank products and services and assist in identifying offerings appropriate to customer needs.
  • Comply with Bank operational, security, and information security policies and procedures.
  • Maintain a professional appearance and organized work area in accordance with Bank standards.
  • Protect customer and Bank information, maintain customer confidentiality, and remain vigilant regarding potential information security threats.
  • Complete required training and ongoing review of policies and procedures to maintain compliance with applicable regulatory requirements and MA Bank policies.
  • Assist other employees and departments as needed and perform other assigned duties.

Benefits

  • Employee Stock Ownership Plan (ESOP).
  • Medical, dental, vision, life, and disability insurance.
  • Up to 12 weeks of parental leave.
  • Paid time off that grows with tenure.
  • Federal holidays.
  • Tuition reimbursement.
  • Ongoing training and career growth opportunities.
  • Paid volunteer time.
  • Logo wear reimbursement.
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