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8 дней назад

Operations Specialist, SBB

19 - 22$
Формат работы
onsite
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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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