A company is looking for a Banking Operations Specialist to manage customer inquiries and improve service delivery in a remote setting. Key Responsibilities Respond to inquiries via CRM tools and complete daily cases according to standard operating procedures Analyze trends and suggest improvements to enhance the customer experience and mitigate risks Participate in ongoing training and maintain knowledge of BSA / AML responsibilities as required Required Qualifications 1+ years of experience in a financial institution or customer-facing role Flexibility to adapt and collaborate on multiple assignments Proficiency with technical tools, including Google and Microsoft Suite, Slack, and CRM software Interest in implementing feedback and improving skills Basic understanding of the Banking Underwriting process is preferred
Operation Specialist • San Francisco, California, United States