Specialist – Banking Operations

Position Overview

We are seeking a detail-oriented Specialist to support high-volume banking operations and administrative processing. This position primarily focuses on executing routine processing activities according to established procedures while maintaining a high degree of speed, accuracy, and quality.

This is a 100% onsite position, five days per week. Candidates will be required to interview onsite and complete sorting and data entry assessments as part of the interview process.

Key Responsibilities

• Perform routine operational, administrative, and transaction-processing activities according to established procedures.
• Support functions across credit cards, retail banking, small business banking, consumer lending, mortgage banking, collections, recovery, origination, and/or auto finance.
• Process, file, record, service, and organize documentation associated with assigned products or processes.
• Review documentation for accuracy and ensure appropriate procedures are followed.
• Complete basic processing and administrative tasks assigned by management.
• Respond to routine billing inquiries, service requests, suggestions, and customer concerns as needed.
• Open incoming mail and extract paper invoices and checks.
• Sort payment and non-payment documentation for appropriate processing.
• Accurately batch work and communicate processing issues to the Workflow Coordinator or Supervisor.
• Perform high-volume data entry and keying with a strong focus on accuracy.
• Cross-train in additional functional areas, including mail sorting, keying, reassociation, and data entry, to maintain departmental coverage.
• Identify and escalate issues or concerns appropriately.
• Meet established productivity, accuracy, and production goals.
• Perform other duties as assigned.

Qualifications

Education & Experience

• High school diploma or equivalent required.
• College degree preferred.
• 0–1 years of relevant experience.
• General office skills or working knowledge of a business environment.
• Experience handling monetary or transaction-processing functions preferred.
• Ability to accurately manage high transaction volumes and meet production goals.

Required Skills

• Exceptional attention to detail and accuracy.
• Proficiency with Microsoft Office applications.
• Strong 10-key/data entry skills with demonstrated speed and accuracy.
• Ability to follow clearly defined procedures and instructions.
• Ability to work under pressure and meet deadlines.
• Comfortable navigating multiple computer systems and applications.
• Strong verbal and written communication skills.
• Excellent customer service and interpersonal skills.
• Ability to work effectively within a team environment.
• Adaptable and receptive to new processes and changing priorities.
• Sound judgment and ability to recognize when issues should be escalated.
• Basic understanding of banking policies, procedures, and government regulations preferred.
• Ability to perform basic scheduled and non-scheduled maintenance functions.