2 Operations Services Specialist Jobs in Bettendorf, IA
SORT BY
T
T
Operations Services Specialist
$36k-45k (estimate)
Full Time | Social & Legal Services
2 Weeks Ago
Triumph is Hiring an Operations Services Specialist Near Bettendorf, IA
Job DescriptionJoin TBK Bank!At TBK Bank, a member of the Triumph Financial portfolio of brands, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK stands for helping the people and business in our communities succeed. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.
Position Summary: Provide support to Branch Operations for deposit account documentation, account and system maintenance and various other areas as described below.
Essential Duties & Responsibilities:
Language Skills
Company DescriptionOUR BUSINESS
Triumph provides the transportation industry access to more of the products and services that empower growth-minded entrepreneurs to expand their businesses.
Our total transportation finance solutions - factoring, fuel cards, insurance, equipment finance and cash flow management - collectively create greater value for our clients. As a whole, we maximize cash flow management and efficiencies, unlocking short- and long-term opportunities previously unavailable.
Our extensive knowledge of the ins- and outs of the transportation industry ensures our clients are prepared for the future.
We are proud to be an equal opportunity employer and we do not discriminate in recruitment, hiring, training, promotion, or other employment practices on the basis of age, race, gender, color, religion, national origin, disability, sexual orientation, veteran status, or any other basis that is prohibited by federal, state or local law.
OUR PURPOSE
Every day, we focus on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this - we're Helping People Triumph.
OUR CORE VALUES
Our long-standing core values are based on sound business practices and biblical principles. They flourish in our culture which helps our team members thrive, our customers succeed and our communities prosper. We commit ourselves to:
Transparency
Respect
Investing for the future
Unique is good
Mission is more than the money
People make the difference
Humility
Focus On Serving OthersAt TBK Bank, we focus on doing the most good in the areas of greatest needs through our philanthropic endeavors. Our philanthropic vision is focused in four areas:
Training future leaders
Establishing viable communities
Giving people a second chance
Serving the less fortunate
We support these initiatives at home and around the world. We partner with entrepreneurs who share our philanthropic priorities, have a history of effective assistance programs and are experts in their fields of service. This allows us to serve in places where we can create the biggest impact.
OUR BUSINESS Triumph provides the transportation industry access to more of the products and services that empower growth-minded entrepreneurs to expand their businesses. Our total transportation finance solutions - factoring, fuel cards, insurance, equipment finance and cash flow management - collectively create greater value for our clients. As a whole, we maximize cash flow management and efficiencies, unlocking short- and long-term opportunities previously unavailable. Our extensive knowledge of the ins- and outs of the transportation industry ensures our clients are prepared for the future. We are proud to be an equal opportunity employer and we do not discriminate in recruitment, hiring, training, promotion, or other employment practices on the basis of age, race, gender, color, religion, national origin, disability, sexual orientation, veteran status, or any other basis that is prohibited by federal, state or local law. OUR PURPOSE Every day, we focus on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this - we're Helping People Triumph. OUR CORE VALUES Our long-standing core values are based on sound business practices and biblical principles. They flourish in our culture which helps our team members thrive, our customers succeed and our communities prosper. We commit ourselves to: Transparency Respect Investing for the future Unique is good Mission is more than the money People make the difference Humility FOCUS ON SERVING OTHERS At TBK Bank, we focus on doing the most good in the areas of greatest needs through our philanthropic endeavors. Our philanthropic vision is focused in four areas: Training future leaders Establishing viable communities Giving people a second chance Serving the less fortunate We support these initiatives at home and around the world. We partner with entrepreneurs who share our philanthropic priorities, have a history of effective assistance programs and are experts in their fields of service. This allows us to serve in places where we can create the biggest impact.
Position Summary: Provide support to Branch Operations for deposit account documentation, account and system maintenance and various other areas as described below.
Essential Duties & Responsibilities:
- Edit all new deposit accounts on a daily basis to ensure accounts are correctly entered on the system and to ensure accounts are opened in accordance with internal procedures and applicable regulations.
- Verify the correctness of new account documentation, such as signature cards and resolutions, and other documents as needed.
- Verify information on updated account documentation.
- Perform daily maintenance and account corrections.
- Process returned mail on a daily basis.
- Send letters to customers who change their Opt IN/Out status via a phone call.
- Perform routine editing duties to ensure accuracy of recorded data. Compare information or figures from one record against same data on records.
- Record and monitor all W-8BEN customers, including on follow up on expiring forms.
- Add, track and remove customers on/from backup withholding on a weekly basis.
- Balance Savings Bond interest addendums.
- Process levies, garnishments, and subpoena requests.
- Process verification of deposits daily.
- Verify inactive and dormant account activity daily.
- Assist in the research of unclaimed property and assist in the preparation and mailing of unclaimed property letters from March to October.
- Perform and process file maintenance request from Retail staff in a timely manner on a daily basis.
- Remit IOLTA/COLTAF interest on a monthly basis to the respective state.
- Send letters to customers who have sent in an address change request.
- Ensure proper authorization is obtained when needed.
- Process Preferred Rate requests.
- Provide exceptional internal customer services and answer and/or assist with questions or issues from Retail Staff or other departments.
- Perform other duties as assigned.
- High school diploma or general education degree (GED) required.
- One year in a retail banking environment.
- Excellent Customer Service skills.
- Solid knowledge of Microsoft Word, Excel and Outlook.
Language Skills
- Ability to read, write and speak English. Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to other employees of the organization.
- Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
- To perform this job successfully, an individual should have knowledge of database software, spreadsheet software, and word processing software.
- None required
- Moderate noise (i.e. business office with computers, phone, and printers, light traffic).
- Ability to work in a confined area.
- Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.
- While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.
- Specific vision abilities are required by this job due to computer work.
- Light to moderate lifting is required.
- Regular, predictable attendance is required.
Company DescriptionOUR BUSINESS
Triumph provides the transportation industry access to more of the products and services that empower growth-minded entrepreneurs to expand their businesses.
Our total transportation finance solutions - factoring, fuel cards, insurance, equipment finance and cash flow management - collectively create greater value for our clients. As a whole, we maximize cash flow management and efficiencies, unlocking short- and long-term opportunities previously unavailable.
Our extensive knowledge of the ins- and outs of the transportation industry ensures our clients are prepared for the future.
We are proud to be an equal opportunity employer and we do not discriminate in recruitment, hiring, training, promotion, or other employment practices on the basis of age, race, gender, color, religion, national origin, disability, sexual orientation, veteran status, or any other basis that is prohibited by federal, state or local law.
OUR PURPOSE
Every day, we focus on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this - we're Helping People Triumph.
OUR CORE VALUES
Our long-standing core values are based on sound business practices and biblical principles. They flourish in our culture which helps our team members thrive, our customers succeed and our communities prosper. We commit ourselves to:
Transparency
Respect
Investing for the future
Unique is good
Mission is more than the money
People make the difference
Humility
Focus On Serving OthersAt TBK Bank, we focus on doing the most good in the areas of greatest needs through our philanthropic endeavors. Our philanthropic vision is focused in four areas:
Training future leaders
Establishing viable communities
Giving people a second chance
Serving the less fortunate
We support these initiatives at home and around the world. We partner with entrepreneurs who share our philanthropic priorities, have a history of effective assistance programs and are experts in their fields of service. This allows us to serve in places where we can create the biggest impact.
OUR BUSINESS Triumph provides the transportation industry access to more of the products and services that empower growth-minded entrepreneurs to expand their businesses. Our total transportation finance solutions - factoring, fuel cards, insurance, equipment finance and cash flow management - collectively create greater value for our clients. As a whole, we maximize cash flow management and efficiencies, unlocking short- and long-term opportunities previously unavailable. Our extensive knowledge of the ins- and outs of the transportation industry ensures our clients are prepared for the future. We are proud to be an equal opportunity employer and we do not discriminate in recruitment, hiring, training, promotion, or other employment practices on the basis of age, race, gender, color, religion, national origin, disability, sexual orientation, veteran status, or any other basis that is prohibited by federal, state or local law. OUR PURPOSE Every day, we focus on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this - we're Helping People Triumph. OUR CORE VALUES Our long-standing core values are based on sound business practices and biblical principles. They flourish in our culture which helps our team members thrive, our customers succeed and our communities prosper. We commit ourselves to: Transparency Respect Investing for the future Unique is good Mission is more than the money People make the difference Humility FOCUS ON SERVING OTHERS At TBK Bank, we focus on doing the most good in the areas of greatest needs through our philanthropic endeavors. Our philanthropic vision is focused in four areas: Training future leaders Establishing viable communities Giving people a second chance Serving the less fortunate We support these initiatives at home and around the world. We partner with entrepreneurs who share our philanthropic priorities, have a history of effective assistance programs and are experts in their fields of service. This allows us to serve in places where we can create the biggest impact.
Job Summary
JOB TYPE
Full Time
INDUSTRY
Social & Legal Services
SALARY
$36k-45k (estimate)
POST DATE
06/06/2024
EXPIRATION DATE
08/05/2024
HEADQUARTERS
YANCEYVILLE, NC
SIZE
500 - 1,000
FOUNDED
2013
REVENUE
$10M - $50M
INDUSTRY
Social & Legal Services
Related Companies
Show more
Similar Jobs
Financial Services Operations Supervisor
View Jobs
Financial Services Operations Director
View Jobs
Financial Services Operations Manager II
View Jobs
Surgical Services Operations Director
View Jobs
Financial Services Clerical Operations Clerk I
View Jobs
Financial Services Clerical Operations Clerk III
View Jobs
Popular Articles
Top 10 Things to Avoid Putting on a Job Application
Read Article
How to Describe Your Education in a Resume
Read Article
How to Write a Memorable Cover Letter in 5 Ways
Read Article
4 Personal Finance Tips to Make During Job Transition
Read Article
4 Best Camera Setups for Interview
Read Article
Keeping a Job Search Journal: 9 Types of Journaling You Can Do
Read Article
