Scale Bank · 1 day ago
OPERATIONS SPECIALIST
Edina,MN,US
Full-time
Onsite
Entry Level
1+ years expScale Bank is looking for a customer experience focused individual to join their team. This role is responsible for providing exceptional customer service and accurately processing transactions to meet clients' needs.
BankingCommercial LendingFinanceFinancial Services
Responsibilities
Processing transactions accurately and efficiently - 70%
Process account deposits, verify cash/checks and endorsements, receive customer payments, and issue receipts
Accurately balance cash and daily proof transactions
Process currency, coin orders, and foreign currency or cash letters
Lockbox set up, receivables processing, and monthly reporting
Process exception items, including non-post items, stop-pay and return cash, and credit backs
Daily reconciliation of accounts and balances; accurate balancing of all cash and daily proof transaction
Prepare and distribute daily reports
Providing exceptional customer service - 20%
Greet walk in customers and interact in a professional and pleasant demeanor to provide a positive representation of Scale Bank
Listen and understand customer needs, provide information about products and services, fulfill customer requests in a timely manner, or refer the customer to the appropriate resource within the bank for resolution
Provide support for phone coverage
Adhering to policies and procedures - 10%
Fully follow documented procedures in the order prescribed and understand the implications of not doing so
Be knowledgeable of the policies that apply to the procedures being administered
Ensure compliance with the Scale Bank code of conduct, Anti-Money Laundering, Bank Secrecy Act, and information security policies
Complete CTR (Currency Transaction Report) reporting
Team Accountabilities:
Delighting my customers
Giving my all
Creating a great place to work
Making improvements
Keeping us compliant
Qualification
Required
High school diploma or equivalent
1- 2 years of experience in customer service with cash handling responsibility and/or clerical duties
Customer Orientation – Possessing a natural inclination to view those who are served by the role as customers and acting in ways to satisfy them
Customer Service – Actively listen and engage to understand customer needs, proactively manage expectations, and honor commitments in a timely way
Familiarity with MS Office programs
Professionalism
Detail Orientation – Ability to remain focused to achieve accuracy and thoroughness
Teamwork – Ability to foster a shared sense of purpose, collaboration, and accountability for results
Time Management – Ability to organize and plan work in order to meet deadlines and maximize productivity
Company
Scale Bank
Scale Bank is next level business banking that helps our customers do more. Helping our customers do more for over 50 years. Our focus is your success.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Teri Keegan
EVP/Chief Financial Officer
Brendan O'Meara
SVP Chief Credit Officer at Scale Bank
Company data provided by crunchbase