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Poppy Bank · 2 months ago

Central Operations Service Representative II-III

Santa Rosa,CA,US

Full-time

Onsite

Mid, Senior Level

3+ years exp

Poppy Bank is a financial institution seeking a Central Operations Service Representative II-III to support the Central Operations department. The role involves ensuring compliance with banking regulations, supporting client relations, and performing various operational duties to maintain smooth departmental functions.

BankingFinancial ServicesLending

Responsibilities

Reinforces the application of superior client service through their own example along with appropriate follow through with involved clients and employees

Acts as an escalation point

Communicates frequently with other departments and branch employees to resolve issues

Identifies problem areas within procedures, processes, or individual workloads and reporting to Central Operations Manager

May process Regulation E claims, merchant disputes, collection items, order cash and debit cards, ATM Balancing, return mail, chargebacks, department certifications, CDARS, mobile deposit, wire transfer, NSF, non-post, stop payments, balance and review remote deposits, process check and ACH returns. Provide assistance for consumer and commercial online banking. Complete due diligence on inactive accounts and meet the State of California deadlines for dormant accounts

May be the central point of contact for all legal processes received. Responsible for processing all legal actions, including Levies and Subpoenas, responding by deadline, and working with legal counsel if needed

Possess the ability to perform all technical operational areas including but not limited to: ACH receiving and origination; incoming and outgoing wire transfers, and remote deposit capture

Responsible for writing new operational procedures for the department

Provide training within the department as needed

Responds to inquiries or refers inquiries to the appropriate department or person and demonstrates the necessary follow through with clients and/or staff involved to ensure proper resolution

Responsible for special projects as assigned; gathers data and prepares reports for Management, audits, and other personnel

Assumes responsibility for various department functions as a primary backup in the absence of staff members or in overload situations or staff absences

Responds to various moderately complex operational issues for internal and/or external customers

Ensure that a professional image of the Bank is maintained both internally and externally

Assist employees, clients, and vendors, by answering questions related to accounts, procedures, and services. Provide support for clients via the phone

Assure attention to detail in all job functions to minimize risk

May processes online account opening submissions, reviewing risk levels, coordinating with management and internal departments such as BSA and Compliance to decision onboarding

Various call back duties, including file maintenance review

Requires flexibility of schedule to accommodate the business need

Perform routine clerical duties such as photocopying, filing, posting, and tabulating

May processes online account opening submissions, reviewing risk levels, coordinating with management and internal departments such as BSA and Compliance to decision onboarding

Prioritize, multi-task, and work effectively in a deadline-driven, fast-paced environment with daily fluctuating volumes

Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions

Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action

Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank’s goals and values; benefits the bank through outside activities

Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed

Other duties as assigned

Responds to various moderately complex operational issues for internal and/or external customers

May act as an escalation point

Communicates frequently with other departments and branch employees to resolve issues

May assist in identifying operational improvements

Provide excellent client service to both internal and external clients

Ensure that a professional image of the Bank is maintained both internally and externally

Assist employees, clients, and vendors, by answering questions related to accounts, procedures, and services. Provide support for clients via the phone

Assure attention to detail in all job functions to minimize risk

Provide training within the department as needed

May process Regulation E claims, merchant disputes, collection items, order cash and debit cards, ATM Balancing, return mail, legal process, chargebacks, department certifications, CDARS, mobile deposit, wire transfer, NSF, non-post, stop payments, balance and review remote deposits, process check and ACH returns. Provide assistance for consumer and commercial online banking Complete due diligence on inactive accounts and meet deadlines for dormant accounts

May processes online account opening submissions, reviewing risk levels, coordinating with management and internal departments such as BSA and Compliance to decision onboarding

Various call back duties, including file maintenance review

Requires flexibility of schedule to accommodate the business need

Perform routine clerical duties such as photocopying, filing, posting, and tabulating

Prioritize, multi-task, and work effectively in a deadline-driven, fast-paced environment with daily fluctuating volumes

Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions

Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank’s goals and values; benefits the bank through outside activities

Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed

Other duties as assigned

Qualification

Central Operations experienceMicrosoft Office SuiteBank Operations experience10 key proficiencyClient serviceAttention to detailCommunication skillsProblem solvingTeam collaboration

Required

High school diploma or equivalent required

Minimum 5 years of Central Operations experience in a bank or credit union for Central Operations Service Representative III

Requires proficiency with Microsoft Office Suite including Word, Excel and Outlook and proficiency using 10 keys for Central Operations Service Representative III

Ability to maintain regular attendance and work scheduled hours for Central Operations Service Representative III

Minimum 3-5 years of Bank Operations experience in a bank or credit union for Central Operations Service Representative II

Intermediate proficiency with Microsoft Office Suite including Word, Excel and Outlook, and 10 keys required for Central Operations Service Representative II

Ability to maintain regular attendance and work scheduled hours for Central Operations Service Representative II

Benefits

Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed