Account Operations Specialist

We are seeking a detail-oriented and organized Account Operations Specialist to join our dynamic team.

As an Account Operations Specialist, you will be responsible for managing the day-to-day operations related to client accounts, ensuring accuracy, efficiency, and compliance with banking regulations.

Key Responsibilities:


* Resolve client inquiries and issues related to their accounts promptly and professionally.


* Decision and process account transactions accurately and efficiently, including wires, cashier’s checks, funds transfers, fees, and others, as needed.


* Perform account reconciliations and ensure discrepancies are resolved in a timely manner.


* Maintain up-to-date knowledge of banking products, services, and procedures.


* Collaborate with other departments such as Customer Experience, Compliance, and Risk/Fraud Management to ensure regulatory compliance, customer satisfaction, and secure the bank.


* Generate reports and analyze data to support operational decision-making.


* Prepare and manage dormant accounts for escheatment.


* Make ACH/Check pay and return decisions on accounts and perform posting and exception item processing.


* Create, maintain, and update documented and recorded procedures.


* Recommend process improvements to enhance efficiency and customer satisfaction.


* Other bank projects and duties as assigned to help support business needs.

Requirements:


* High school diploma and/or GED required, some college preferred.


* Proven experience in banking operations or a similar role within the financial services industry.


* Strong understanding of banking products and services.


* Excellent attention to detail and accuracy in processing transactions.


* Ability to work effectively both independently and as part of a team.


* Strong analytical and problem-solving skills.


* Excellent communication and interpersonal skills.


* Familiarity with banking software and systems, preferred.



* Confident with Microsoft Office products (Word, Excel, Outlook)


* Capacity to work in a self-directed and fast-paced environment. 

 TAB Bank Offers:


* Onsite Gym


* Tuition Reimbursement


* Paid Holidays


* Gym Reimbursement


* College Scholarships for Employees and Families


* 401(k)


* Paid Time Off (PTO)


* Employee Assistance Program (EAP)


* I Made the Grade


* Holiday Club Program


* Medical, Dental, Vision, Life and AD&D, Voluntary Disability, Flex Spending & Dependent Care

TAB Bank will not sponsor applicants for work visas.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.

See job description