Senior Operations Specialist
About The Position
Five Star Bank is a high performing $4.6 Billion community business bank operating through 9 offices - 4 in the Capital Region, 3 in the North State, and 2 in the San Francisco Bay Area. Five Star Bank continues to have an emphasis on commercial real estate and small business and partners with organizations to help them be successful by providing highly customized banking solutions. Organizations bank with us because of our entrepreneurial and empathetic spirit, speed to serve and deep connection to our market. And they trust us. Position Overview The Senior Operations Specialist plays an important role in the centralized monitoring, balancing, and reconciliation processes performed in the Central Operations Department. Key responsibilities include transaction processing, reconciliation, non-post, and adjustments. Additionally, the Senior Operations Specialist will assist in research or problem resolution in response to client inquiries. This position also involves specific lead responsibilities including approving transactions within delegated authority.
Requirements
- High School Diploma or equivalent
- 2-3 years of experience including New Accounts, Teller and “back office” operations
- Demonstrates skills & knowledge necessary to provide basic & routine new account services
- Advanced knowledge in banking including general procedures, policies and regulations
- Assists with financial regulations, compliance related issues and balancing accounts
- Focus on Wire call back verification and educating customers on fraudulent banking scenarios
- Some travel is required
- Professionalism in dealing with others
- Strong organizational, problem-solving, time management and analytical skills
- Versatility, flexibility and a willingness to work within constantly changing priorities
- Discretion when handling confidential and/or sensitive information
- Commitment to excellence and high standards
- Proficient with computers including use of Word, Excel, Outlook and Internet Explorer; and the ability to learn and operate numerous software applications related to the function
- Displays initiative and works well with little or no instruction
- Acute attention to detail
Responsibilities
- Within guidelines and under general supervision, reconciles, balances, clears outstanding balances in general ledger and bancontrol accounts
- Responds to inquires or escalations from clients and processes specific reports
- Determines source and resolution of problems through examination of various documents and records
- Works within authority limits to approve/process transactions
- Cross functional in multiple processes to provide coverage to peers
- Processes returned deposited items and check adjustments
- Monitors Branch Cash limits
- Ensures GLs are in balance and performs research to resolve out of balances
- Processes Non-post, NSF, and Stop Payments
- Processes Levies, Attachments, and Subpoenas
- Account Analysis Fee Tracking
- Fee Tracking and Input
- Open and Close shadow brokerage accounts
- Other operational duties as assigned
- Comply with all Anti-Money Laundering Laws and Regulations
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
