GTC Operations Support Specialist

Centennial Bank•Amarillo, TX

5d•Onsite

About The Position

The GTC Operations Support Specialist is responsible for assisting with the preparation of IRA statements, tax reporting, document imaging, and the distribution of all incoming/outgoing mail. This role requires attention to detail, accuracy, and the ability to manage various administrative tasks within a quiet work environment. The position involves handling sensitive financial documents and ensuring compliance with regulations.

Requirements

Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc.
Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 2 years related experience and/or training, or equivalent combination of education and experience.
Ability to read and understand simple instructions, short correspondence, notes, letters and memos.
Ability to write simple correspondence.
Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals.
Ability to write routine reports and correspondence.
Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.
Ability to read, analyze, and understand general business/company related articles and professional journals.
Ability to speak effectively before groups of customers or employees.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs.
Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions.
Ability to deal with problems involving several known variables in situations of a routine nature.
Intermediate: Word Processing/Typing
Basic: 10-Key, Alphanumeric Data Entry
Must be able to understand the importance of detail and accuracy.
Must be familiar with using imaging, mail postage machines and other computer related products.
Must have strong communication, organizational and interpersonal skills.
Must have the ability to remove staples, sort, file and box records.
Must have the ability to read, analyze, and interpret business procedures, governmental regulations and training manuals.
Must have the ability to write reports, business correspondence and procedure manuals.
Must have the ability to apply mathematical operations to such tasks as frequency distribution, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory and factor analysis.
Must have the ability to define problems, collect data, establish facts and draw valid conclusions.
Must have proficiency in Microsoft Office, spreadsheets, general ledger, accounts receivable, accounts payable, Internet and email.

Nice To Haves

Basic: Accounting, Spreadsheet

Responsibilities

Reviews and analyzes reports to ensure statements are generated correctly for statement cycles.
Reviews and analyzes reports to ensure tax preparation files are accurate.
Assists in the preparation of IRA statements and IRS tax reporting.
Prepares and scans hard copy files to electronic images, assures quality image and archives to imaging database.
Indexes documents after scanning.
Sorts and files all IRA, closed accounts and vault paperwork.
Sorts all incoming mail and deliver to appropriate personnel.
Generates and ensures outgoing mail files are accurate before releasing to printing vendor.
Prepares and posts all outgoing company mail.
Completes required BSA/AML training and other compliance training as assigned.
Maintains a constant state of alertness and works in a safe manner.
Performs any other related duties as required or assigned.