What are the responsibilities and job description for the Operations Review Specialist - Rogers position at Generations Bank?
Job Summary
The Operations Review Specialist will review all new & existing customers, deposit accounts, & safe deposit boxes for accuracy on account set up or maintenance and proper documentation. Will know bank policy and procedures, new account procedures and programs, core operating systems and various bank used programs.
Why Generations Bank?
At Generations Bank, we prioritize a diverse and talented group of people who are encouraged to bring their full self to work. We are committed to a common goal, serving our community. Our four core values are more than words. They are at the heart of everything we do. We believe a team with a strong culture and unified purpose is better in the long run.
ACCOUNTABILITY: We believe our work commitments should be done fully, and lending a hand to fellow team members isn't optional.
RELATIONSHIPS: We believe when we treat our team and customers with humility, dignity, and pride we reach our highest potential.
COMMUNICATION: We believe in proactively sharing ideas and information.
STEWARDSHIP: We believe each team member should care for our assets and opportunities as if they were their own.
WHAT ARE THE DUTIES OF THE OPERATIONS REVIEW SPECIALIST?
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
BASIC QUALIFICATIONS - candidates must have these to be considered:
We're looking for talented individuals like you to join our team and help us achieve our goals. If you're passionate, driven, and committed to making a difference, we want to hear from you! Don't wait - apply now and take the first step towards a fulfilling career with endless possibilities. Let's work together to make great things happen!
Applicants who are offered this role are required to submit to a background check including a criminal record check, employment, education verification, and drug screening.
The Operations Review Specialist will review all new & existing customers, deposit accounts, & safe deposit boxes for accuracy on account set up or maintenance and proper documentation. Will know bank policy and procedures, new account procedures and programs, core operating systems and various bank used programs.
Why Generations Bank?
At Generations Bank, we prioritize a diverse and talented group of people who are encouraged to bring their full self to work. We are committed to a common goal, serving our community. Our four core values are more than words. They are at the heart of everything we do. We believe a team with a strong culture and unified purpose is better in the long run.
ACCOUNTABILITY: We believe our work commitments should be done fully, and lending a hand to fellow team members isn't optional.
RELATIONSHIPS: We believe when we treat our team and customers with humility, dignity, and pride we reach our highest potential.
COMMUNICATION: We believe in proactively sharing ideas and information.
STEWARDSHIP: We believe each team member should care for our assets and opportunities as if they were their own.
WHAT ARE THE DUTIES OF THE OPERATIONS REVIEW SPECIALIST?
- Review new customer and account documentation daily to ensure accuracy, completeness, and regulatory compliance.
- Evaluate and resolve exceptions on customer and account records, approving or denying corrections as needed.
- Audit account and customer maintenance activities (ownership changes, contact updates, etc.) for accuracy and proper documentation.
- Monitor system reports to identify discrepancies, ensure data integrity, and flag exceptions for correction.
- Review account-related processes including overdraft plans, stop payments, Reg CC holds, ACH activity, dormant accounts, and special attention codes.
- Manage operational tasks such as safe deposit box delinquency follow-up, declined bill pay items, incoming wire approvals, and online account processing verification.
- Perform periodic and daily control checks, including Patriot Officer verification, file transfers, system updates, and monthly reporting (e.g., Sisk totals).
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
BASIC QUALIFICATIONS - candidates must have these to be considered:
- High school diploma or general education degree (GED).
- Ability to perform the essential functions, and the mental/physical demands of the job.
- Current driver's license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties and responsibilities.
- 2 or more years of experience in back-office retail operations.
- Experience with Horizon and Telsar systems
- Skilled in Microsoft Office Suite, including Word, Excel, and Outlook
- Courteous and professional social skills to converse with retail staff in a business environment.
- Basic skills in computer terminal and personal computer operation; host computer system; word processing, spreadsheet and specialty software programs.
- Intermediate typing skills to meet production needs of the position.
We're looking for talented individuals like you to join our team and help us achieve our goals. If you're passionate, driven, and committed to making a difference, we want to hear from you! Don't wait - apply now and take the first step towards a fulfilling career with endless possibilities. Let's work together to make great things happen!
Applicants who are offered this role are required to submit to a background check including a criminal record check, employment, education verification, and drug screening.