Sr. Operations Specialist

Mechanics Bank•Irvine, CA
•$24 - $29•Onsite

About The Position

Mechanics Bank is currently searching for a Sr. Operations Specialist to join our team. This role will be based on-site at one of our offices in Irvine, Cerritos, or Corona. The Sr. Operations Specialist serves in a support and backup capacity for various back office operations of the bank, primarily responsible for duties in Service Operations Support and Customer Care. This role will work under minimum supervision and closely with Customer Care. The specialist will monitor the status of Service Operations Support workloads to ensure Service levels are met and adhere to department guidelines, policies, procedures, and regulatory requirements governing Customer Care, Bank Operations and Services, while maintaining maximum quality, timeliness, and providing optimum customer service and satisfaction. The Sr. Operations Specialist performs all Service Operations Support functions outlined below.

Requirements

  • 3 years in an operational, accounting, finance or related position in a financial institution required
  • In depth knowledge of the job and its practical applications to complex problems and situations ordinarily encountered
  • Advanced knowledge of company policies and procedures and banking regulations
  • Able to help train others and answer questions about complex situations
  • Excellent problem solving skills
  • Knowledge of Customer Care Functions
  • Moderate Excel skills
  • Calabrio functionality
  • Fraud prevention knowledge
  • Basic writing and grammar skills
  • Analytical skills
  • Critical thinking skills

Nice To Haves

  • 2 Year / Associate Degree preferred
  • Additional experience may be considered in lieu of degree

Responsibilities

  • Review QARs submitted by Customer Care Agents
  • Call review related to the QAR submissions
  • Rewrite QARs in an articulate, detailed, professional manner
  • Submit revised QARs to FIU
  • Complete FEARs
  • Complete APS call backs
  • Complete QAR/FEAR tracking
  • Monitor and review Service Operations Support volumes to ensure timely completion and adherence to service levels
  • Crosstrain on various department functions
  • Perform Service Operations Support functions in support of Customer Care to cover other staff on PTO
  • Complete Personal Online Banking and Bill Pay registrations
  • Respond to unsecure (Contact Us) and secure (Secure Support) emails professionally, according to Bank policy and procedure, and within service levels
  • Work the Outlook, Customer Care, Research box
  • Perform various call back functions
  • Complete requests including Adobe eSign, Manual Control, Do Not Assist, Branch Stop Payments, Branch Personal Online Banking maintenance, ACH Originator information
  • Process faxes
  • Handle misc. requests
  • Perform call review as needed

Benefits

  • Medical, prescription, dental, and vision coverage for employees and their eligible family members
  • Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
  • Health Savings Account with employer contribution
  • Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
  • 401(k) and Roth 401(k) with company contribution
  • 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
  • Supplemental Health plans, Voluntary Legal and Identity Theft Services
  • 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
  • Free personal checking and savings account
  • Discounted rates on primary residence loan with $0 origination fees (restrictions apply)
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