Operations Specialist jobs in San Antonio, TX

Job Title: Operations Specialist

Reports to: Operation Officer

SUMMARY

The Operations Specialist performs various daily tasks related to the back office operations of the bank as well as handle functions that may have a regulatory, monetary, and potential reputational risk impact. Functions are time sensitive and must be adhered to by means of policy and procedures.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Responsible for processing incoming and outgoing wire transfers, ACH files, returned deposited items, cash letter, exception item processing adjustments.

• Analyze, correct, and complete posting of non-posted items. Process non-sufficient funds items in accordance with decisions made regarding payment or returning the items.

• Processes debit card disputes in accordance with Regulation E and MasterCard Visa rules.

• Provide support and assistance to internal customers by serving as a resource on all deposit related topics and concerns.

• Review various operations / exception reports and monitor accounts with special instructions, taking steps to address items on the reports.

• Perform daily reconciliation of internal bank accounts, general ledgers, and adjustments as assigned.

• Assist Operations Department with other special projects as assigned.

• Cross train for other job functions as back up as needed in the department.

• Keeps abreast of industry changes that will improve job function and performance.

• May perform other duties as assigned.

QUALIFICATIONS:

• High school degree or equivalent. Previous bank experience preferred.

• Knowledge of Jack Henry Silverlake banking software is helpful.

• Excellent communication skills, detail oriented, ability to work independently.

• Effective verbal, written, and interpersonal communication skills with the ability to instruct others, train personnel, write reports, correspondence, and procedures, and speak clearly to customers and employees.

• Ability to research, interpret, analyze, and report operations data.

• Ability to make sound decisions, prioritize work, handle pressure, and meet deadlines.

• Ability to work in a fast- paced environment and facilitate a team environment.

• Flexible and adaptable to a changing environment.

• Knowledge with Microsoft Office.

EFT function includes but is not limited to:

• Resolve debit card and ATM card fraud and other dispute cases by communicating with members, processing chargebacks, completing necessary documentation, and tracking progress of cases to completion.

• Process orders and maintenance requests for debit ATM cards.

• Work with card processing and ATM vendors to investigate and resolve cardholder and terminal problems in a timely manner.

ATM function includes but is not limited to:

• Review ATM balancing reports provided by the vendor and research all ATM outages and discrepancies in a timely manner.

Education and Experience

High School diploma or equivalent.

Required Knowledge:

• Compliance with Bank Secrecy Act and Anti Money Laundering rules required.

• The ability to multi-task using multiple screens and systems while talking on the phone with customers.

• Excellent organizational, written, and oral communication skills

• The ability to multi-task across multiple systems and screens while speaking to customers.

• Must be customer service oriented (empathetic, responsive, patient, and conscientious)

• Strong team orientation and customer focus with a positive attitude.

Experience:

• Two years bank operations preferred

Work Environment

Qualified applicants must be able to work in a fast- paced environment and exhibit sound judgment in making decisions related to the overall health of the bank. Position requires extended periods of standing, sitting, and computer use. In addition, travel between branches and to customers and events may be required.

D*uties as listed in this description are not meant to be all inclusive and the employer reserves the right to add, alter, or delete duties as seen fit, with or without notice.*

Sonora Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. In addition to federal law requirements, Sonora Bank complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Banking: 1 year (Required)

Ability to Relocate:

• Boerne, TX 78006: Relocate before starting work (Required)

Work Location: In person