Senior Specialist, Account Operations
About The Position
The Senior Specialist, Account Operations will be responsible for ensuring the accurate and efficient processing of banking transactions and maintaining the integrity of financial records. The role involves providing exceptional customer service, adhering to regulatory requirements, performing quality checks, identifying and resolving discrepancies, utilizing banking systems, and maintaining accurate records. The company is on a mission to power confidence for students navigating their higher education journey and is looking for individuals excited to drive transformation and create better experiences.
Requirements
- Meticulous attention to detail to ensure accuracy and compliance throughout the transaction processing cycle.
- Proficiency in using banking systems, financial software, and Microsoft Office Suite, with advanced skills in Excel.
- Knowledge of banking products, services, and regulations.
- Excellent organizational and time management skills.
- Effective communication skills, both written and verbal.
Nice To Haves
- High school diploma or equivalent.
- Additional certification or training in banking operations is a plus.
- 2+ years of experience in banking operations or a related field.
Responsibilities
- Provide exceptional customer service by promptly addressing customer inquiries, resolving issues, and maintaining a professional and courteous demeanor.
- Adhere to regulatory requirements, internal policies, and industry standards to ensure compliance in all banking operations.
- Perform thorough quality checks to ensure accuracy, completeness, and integrity of processed transactions.
- Identify and resolve transactional discrepancies, errors, and exceptions in a timely manner, escalating complex issues as necessary.
- Utilize banking systems and tools to process transactions efficiently and accurately, while maintaining data confidentiality and security.
- Maintain accurate and up-to-date records of transactions, customer interactions, and any relevant documentation.
Benefits
- Competitive base salaries
- Bonus incentives
- Generous PTO, Floating Holidays and 12 Federal Holidays observed
- Support for financial-well-being and retirement
- 401k with employer match
- Comprehensive medical, dental, vision, hospital indemnity, critical illness, pet insurance and more
- Employer paid short-term/long-term disability and basic life insurance
- Flexible hybrid working arrangements.
- Paid parental leave and adoption reimbursement programs
- Free access to on-site staffed fitness centers (in Delaware) and gym subsidy (for locations outside Delaware)
- Confidential counseling support (EAP), Health Advocacy services and Wellness program with financial incentives
- Tuition Reimbursement and Family Scholarship Programs
- Career development and training opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
