Operations Specialist

Our company is seeking a detail-oriented Banking Operations Specialist to join our team. This role requires strong checking account balancing and math skills, experience with Microsoft Excel, accurate data entry, and familiarity with banking industry practices and financial data. The candidate will also support processing loans as part of daily responsibilities.

Key Responsibilities:

Balance checking accounts and reconcile daily banking transactions with high accuracy.

Review, validate, and enter financial data into internal systems, maintaining strict attention to detail.

Utilize Microsoft Excel to organize, track, and analyze transaction records and account balances.

Identify and resolve discrepancies in financial records and escalate issues as needed.

Ensure compliance with banking regulations, company policies, and confidentiality practices.

Collaborate with internal departments to ensure accurate and timely processing of customer accounts.

Assist customers and colleagues with transactional issues related to checking accounts and loans.