What are the responsibilities and job description for the Account Operations Specialist position at TAB Bank?
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.
