Banking Operations Specialist

Battle Bank is a national bank dedicated to helping savvy consumers rid themselves of their existing banking institutions that continue to offer little to no value in their financial relationships. The bank’s mission isto revolutionize banking, as we believe clients deserve intuitive banking, high yields, access to precious metals and global markets and premium service. Battle Bank, N.A. is seeking a detail oriented, highly organized and communicative, analytical multi-tasker who will join the team in the Banking Operations Specialist role.

The Banking Operations Specialist plays a critical role in ensuring the smooth and efficient processing of banking transactions and back-office operations. This position supports various operational functions including wire transfers, ACH processing, account reconciliation, and compliance with banking regulations.

The Banking Operations Specialist will report directly to the Head of Banking Operations as a member of the Operations team. This is a full-time position with a starting pay range of $60,000 to $70,000 depending on experience. Battle Bank, N.A. offers a generous PTO policy, health, dental and vision insurance, term life AD&DD insurance and employer contributions to a 401(K) plan.

To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned.

• Assist in the onboarding of new accounts and maintenance of existing accounts.
• Answers service calls and respond to customer questions to ensure the client gets the information they require.
• Processes payments, tickets and online entries and ensures that all information is accurate.
• Processes Closed account requests, CD changes, Official check requests, account adjustments and other duties required for the role, in accordance with client requests
• Research routine customer, branch or bank inquiries and elevate issues as necessary.
• Support fraud detection and prevention efforts.
• Considers multiple resources, records and multi-team collaboration when investigating customer inquiries.
• Participate in system upgrades, testing, and implementation of new processes.
• Ensures that work is properly safeguarded and controlled in accordance with banking policies and procedures.
• Ability to handle multiple tasks while maintaining a high level of service.
• Demonstrates proficient product knowledge and schedule adherence.
• Consistently meets Operational KPI’s and quality standards.

To perform the job successfully, an individual should demonstrate the following.

• Communication – Expresses ideas and thoughts articulately in both verbal and written form; exhibits active listening and comprehension; keeps employees and managers adequately informed; selects and uses appropriate communication methods.
• Job Knowledge – Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; keeps abreast of current developments; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively.
• Judgment – Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate employees and managers in decision-making process; makes timely decisions.
• Organizational Support – Follows policies and procedures; completes administrative tasks correctly and on time; supports company’s goals and values.
• Planning/Organizing – Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; develops realistic action plans.
• Project Management – Listens attentively to project requirements and asks clarifying questions for further understanding; communicates progress and roadblocks timely; completes projects on time and budget.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.