8 дней назад
Operations Specialist, SBB
19 - 22$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Operations Specialist, SBB (Small Business Banking): Supporting new account processing, customer service, and sales operations for a small business banking department with an accent on risk review, BSA/AML due diligence, and client experience. Focus on evaluating applications, coordinating with Relationship Managers, resolving inbound cases, and improving banking procedures.
Location: HQ - San Diego, CA, United States
Salary: $19.00–$22.00 per hour, plus eligible discretionary bonus targets.
Company
is a digital-first financial institution providing technology-driven banking tools and services to individuals, small businesses, and companies.
What you will do
- Collect and review new small business account applications and supporting documentation.
- Assess applications against bank risk tolerance guidelines and assign them to Relationship Managers.
- Perform due diligence on deposit accounts and support compliance with BSA/AML regulations.
- Manage the Small Business Banking email inbox and inbound customer service cases.
- Resolve customer requests or route them to the appropriate Relationship Manager.
- Recommend and lead procedural and process improvements as the Small Business Banking subject matter expert.
Requirements
- High school diploma.
- At least 1 year of experience in financial services support or processing.
- Ability to review documentation, assess risk, and support customer account servicing.
- Ability to work onsite at the San Diego headquarters.
Culture & Benefits
- Medical, dental, vision, and life insurance may be available.
- Paid sick leave, approximately three weeks of vacation, and holidays.
- HSA or FSA accounts and other voluntary benefits.
- 401(k) retirement savings plan with employer match and a 529 savings plan.
- Employment is contingent on credit, criminal background, and drug screening checks.
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