Banking Operations Specialist
SwoonOakland, CA, USjob_description.job_card.variable_days_ago
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- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionInterest in implementing feedback and dedicated to the improvement of your skills and work Flexibility to adapt and desire to collaborate with others on multiple assignments Analytic, written, and verbal communication skills A desire to help achieve new milestones and improve the customer experience A passion for Square and customers engaging with Square products Experience in direct customer facing roles Proficiency with technical tools, such as Google and Microsoft Suite, Slack, and Customer Relationship Management (CRM) software is preferred
Job Description
Job Description
Job Title : Banking Operations Specialist
Location : Onsite – Oakland, CA
Contract Duration : 3 months
About the Role :
We are hiring a Banking Operations Specialist on behalf of our client, a leading company in the Financial Technology (FinTech) sector . This is an exciting opportunity to work with innovative financial products, streamline banking operations, and support key business processes in a fast-paced, dynamic environment.
Duties :
- Be responsible for responding to inquiries via CRM tools via email and messaging
- Complete daily cases through utilization of a standard operating procedure, and identify / analyze trends to suggest improvements for the program
- Understand escalation paths to triage a seller's needs and mitigate risk
- Answer customer questions regarding business documents or current loan information
- Maintain or exceed established service level agreements and guidelines for resolution of queued transactions to minimize potential revenue losses
- Identify, document, and follow up with teams on product bugs and features
- Advocate for our seller community by identifying trends in issues and suggesting improvements to policies and products
- Participate in ongoing training to maintain current knowledge of BSA / AML and perform BSA / AML responsibilities as needed within the role.
- Effectively work in a remote or distributed work environment and collaborate with team members through internal messaging tools and video conferencing.
- Suggest improvements for Square Banking content on the Support Center and in our macros
- Gain a basic understanding of the Square Banking Underwriting process
Skills :
Education :
1+ years of professional experience working within a financial institution, payment service provider, or experience in a direct customer-facing environment
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Operation Specialist • Oakland, CA, US