Operations Support Specialist, Finance & Banking

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Regular Full-Time Goleta, CA, US

Salary Range: $27.50 To $34.50 Hourly

Join Montecito Bank & Trust as an
Operations Support Specialist
!

As the largest locally owned community Bank on the Central Coast, Montecito Bank & Trust is committed to our founding principle: to make the communities we serve better places to live and work. We are always looking for talented professionals who are passionate about personalized service, community involvement, and innovation. By joining our team, we are dedicated to your career development and wellbeing, in and out of the workplace.

About the Role

Montecito Bank & Trust is seeking two full-time Operations Support Specialists to join the team in our Bank Operations department. As an Operations Support Specialist, you will deliver a World Class Experience by providing excellent customer service to all internal and external customers through the completion of operational questions, concerns, and issues. The Operations Support Specialist will learn and process all operational tasks according to policy and procedure.

Operational tasks include, but are not limited to, daily review and processing of debit card tasks, new account or maintenance callback, scanning, inactive and dormant accounts, adjustments, collections, change of address processes, legal processing, reclamations, EIM, wires, and other tasks assigned. You will be located in Goleta, CA with the opportunity for a hybrid work schedule.

What We’re Looking For

• High school diploma or equivalent required.
• Minimum of 1 year up to 3 years of previous banking operations or branch experience, or similar experience required.
• Strong critical thinking, decision-making, and customer service skills.
• Must be able to effectively handle multiple, simultaneous, and changing priorities.
• Strong knowledge of standard computer applications including MS Word, Excel, and Outlook.

Your Responsibilities

The essential functions of this role include, but are not limited to:

• Process all assigned operational tasks in a quick, accurate, and efficient manner.
• Provide operational support to all internal and external customers.
• Identify areas of needed process improvement and offer potential solutions.
• Work collaboratively with our business partners within the Bank.
• Communicate openly with peers, supervisors and managers.
• Assist branch and department associates with routine operational inquiries ensuring resolution.
• Maintain user knowledge of all systems needed to process operational tasks.
• Provide back-up to Service Center as needed.
• Workplace Culture that Values YOU
• Competitive Pay
• 401K Matching/Retirement Planning
• Bank Gatherings, Events, & Associate Engagement Activities

Individual pay is based on a multitude of factors, including candidate’s experience, knowledge, skills, and abilities needed to perform in the position and pay equity.

Montecito Bank & Trust is an equal opportunity employer. Montecito Bank & Trust is committed to providing equal employment opportunity in our application process to all protected groups, including protected veterans and individuals with disabilities.

Employment eligibility is contingent on completing the DHS Employment Eligibility Verification (I-9) form and presenting acceptable documentation upon hire verifying your identity and right to work in the United States. The Bank does not sponsor visas, green cards, CPT, OPT, or other work authorizations.