Operations Assistant

Operations Assistant

Operations | Banking Reports to: VP, Operations Officer

Summary of the Role

The Operations Assistant supports the daily operational functions of the Bank by processing transactions, reconciling accounts, supporting deposit and cash management products, servicing customer and employee requests, and ensuring compliance with bank policies and regulatory requirements, supporting and managing deposit products to include IRA/HSA portfolios. This role serves as a critical operations resource, helping maintain the accuracy, efficiency, and integrity of operational processes while delivering exceptional internal and external customer service.

Key Responsibilities

Provide exceptional service to internal and external customers by responding to inquiries, resolving issues, and supporting banking operations

Process account transactions including deposits, transfers, wires, ACH transactions, and other payment-related activities accurately and efficiently

Reconcile accounts and operational reports, identify discrepancies, and take appropriate corrective action

Support cash management products and services, including customer setup, maintenance, and product administration

Assist with onboarding, documentation, implementation, and servicing of business banking products and services

Monitor operational activity to ensure compliance with bank policies, procedures, and regulatory requirements

Support fraud investigations, adjustment claims, legal processes, and internal bank controls

Assist with internal and external audits by gathering documentation and responding to requests

Maintain accurate customer and transaction records within bank systems

Identify opportunities to improve workflows, enhance efficiency, and strengthen operational effectiveness

Provide help desk and operational support as assigned and participate in special projects

Skills

Bank Operations & Transaction Processing Account Reconciliation Cash Management Services Customer Service Excellence Regulatory Compliance Fraud & Risk Awareness Problem Solving & Analytical Skills Written & Verbal Communication Attention to Detail Time Management & Organization Microsoft Office & Banking Systems Teamwork & Cross-Training

Qualifications

• High school diploma or equivalent required; some college coursework in business or accounting preferred • Six months to three years of banking operations, accounting, financial services, or related experience preferred • Knowledge of banking regulations, operational procedures, and account reconciliation practices • Strong analytical, organizational, and problem-solving abilities • Proficiency with Microsoft Office applications and banking systems, including COCC and Insight • Ability to maintain confidentiality and manage sensitive customer information • Ability to work independently and collaboratively in a team environment

Why Join Us

Opportunity to contribute directly to the efficiency and success of bank operations while supporting customers, employees, and business partners through accurate, responsive, and compliant operational service.

Work Environment & Physical Requirements

Primarily office-based role requiring prolonged sitting, computer usage, and frequent visual attention to detailed information. Occasional standing, walking, bending, reaching, and lifting up to 10 pounds may be required. Regular attendance is an essential function of this position.

Equal Opportunity Employer

We are committed to creating an inclusive and diverse workplace. Employment decisions are based on qualifications, merit, and business needs.

Employee Benefits Snapshot

Health & Wellness

Medical Insurance

Prescription Drug Coverage

Dental Insurance

Vision Insurance

AFLAC supplemental coverage

Health Savings Account (HSA) with employer contribution

Flexible Spending Accounts (Medical & Dependent Care)

Paid Time Off (PTO)

Full-Time and Benefit Eligible Employees receive a variety of paid time off benefits (prorated based on hire date), including:

Vacation Time

Personal Time

Sick Time

Birthday Day Off

Floating Holiday

Short-Term Disability

Financial Protection

Company-Paid Life Insurance

Company-Paid AD&D Insurance

Employee Assistance Program (EAP) for counseling, financial, legal, and family support

Retirement

401(k) Plan

4% automatic company contribution

50% match on the first 8% you contribute

Potential annual profit-sharing contribution

Additional Resources

Virtual Medical Visits

Wellness Programs

Behavioral Health Support

Wellness Rewards Program

Eligibility

Medical benefits are available to eligible full-time employees and generally become effective on the first day of the month following 60 days of employment. Paid Time off becomes effective on the first day of month following 90 days of employment.

This summary provides an overview of available benefits. Refer to official plan documents and company policies for complete details and eligibility requirements.