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AppleOne
Processing Specialist
Career Insights for Financial Operations Specialist
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Based on California data
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What they do
A Financial Operations Specialist specializes in foreseeing or carrying out financial transactions or other routine operations that are influenced by compliance needs. Requires some knowledge of accounting, billing, customer service and contracts. Helps businesses and their customers resolve financial billing and reconciliation issues.
$75,138 / year median in California
-10% projected decline
Job Description
Job Summary We are seeking a detail-oriented Processing Specialist for a contract/temporary opportunity in El Monte, CA within the banking industry. This role is ideal for a banking operations professional with back office experience who enjoys balancing, research, transaction processing, and resolving time-sensitive exceptions with accuracy. The Processing Specialist will support critical bank operations functions, including GL balancing, return item processing, non-post transactions, exception handling, ATM balancing, adjustments, and bank record administration. This position offers the opportunity to work in a professional banking environment with collaborative teams, supportive leadership, and processes that value accuracy, integrity, accountability, and strong customer service. Key Responsibilities
- Perform GL balancing, account reconciliation, ATM balancing, and related back office processing functions.
- Process return items, non-post items, exception transactions, foreign items, and adjustment requests accurately and timely.
- Research transaction issues and administer the creation, reproduction, and use of bank records in accordance with policy and procedures.
- Respond to customer inquiries clearly and professionally by phone and email.
- Manage multiple deadlines in a fast-paced banking operations environment while maintaining accuracy and confidentiality.
- Work independently with minimal supervision and exercise sound judgment when completing assigned tasks. Compensation and Benefits
- Pay range: $23 to $28 per hour.
- Job type: Contract/temporary.
Location:
El Monte, CA.- Overtime may be required as needed. Required Qualifications and Skills
- Perform GL balancing, reconciliations, ATM balancing, and transaction adjustments.
- Process return items, non-post transactions, exception transactions, and foreign items.
- Conduct banking research and manage bank records accurately and timely.
- Handle customer inquiries through phone and email while maintaining professional service standards.
- 1 to 2 years of relevant experience preferred.
- Banking back office operations experience within a banking institution is required.
- Proficiency with Microsoft Word and Excel.
- Strong attention to detail and organizational skills.
- Excellent customer service, verbal communication, and written communication skills.
- Ability to adapt quickly and work in a fast-paced environment with sensitive deadlines.
- Ability to manage multiple tasks simultaneously while maintaining accuracy.
- Strong collaboration, integrity, dependability, and follow-through.
- Ability to work with minimal supervision and exercise independent judgment.
- Must adhere to established policies, procedures, and attendance requirements.
- Must be available to work overtime as needed. Preferred Qualifications
- Experience with FIS IBS Insight systems is a plus.