Bank Operations Specialist

Description

We are looking for a Bank Operations Specialist to support loan transaction-related banking activities in the twin cities, Minnesota. This role focuses on accurate transaction handling, dependable operational support, and responsive service for customers using treasury and deposit-related solutions. The ideal candidate brings strong attention to detail, sound judgment, and the ability to manage multiple processes while maintaining compliance with bank policies and service standards.

Responsibilities:

- Process transactions with accuracy and efficiency while following established banking procedures.

- Set up customer access and provide guidance on payment and deposit services, including wire activity, positive pay tools, and remote deposit solutions.

- Handle exception items and operational issues for cash management services, ensuring timely resolution and proper documentation.

- Provide cross-functional support for lockbox activities and non-posted items as needed to maintain daily workflow coverage.

- Review and complete funding, settlement, reconciliation, and record retention tasks tied to warehouse loan files.

- Examine collateral-related documents, track account balances, and prepare operational and regulatory reports required for ongoing monitoring.

- Maintain complete and organized records to support audits, internal controls, and risk management expectations.

- Work closely with team members and internal partners to deliver a consistent customer experience and reduce operational risk.

Requirements

- At least 1 year of experience in banking operations or a related financial services environment.

- Experience with transaction processing, payment operations, deposit services, or account reconciliation preferred.

- Commercial banking exposure and familiarity with loan servicing activities are beneficial.

- Proficiency with Microsoft Office applications, especially Word and Excel.

- Strong written and verbal communication skills with a customer-focused approach.

- Ability to learn new systems quickly, solve operational problems effectively, and manage deadlines with a high level of accuracy.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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