Banking Services Operations Associate IV

Job Description

Job Description

Overview

CTG is seeking to fill a Banking Services Operations Associate IV opening for our client in Amherst, NY.

 

Location: Amherst, NY
Duration: 7 months, potential to be extended

 

Overview:
The Banking Services Operations Associate IV will perform skilled clerical duties that require moderate to complex analysis and sound judgment within the assigned banking services department. This role involves supporting daily departmental workflows, resolving customer issues, and contributing to process improvement initiatives.

 

Primary Responsibilities:

• Monitor daily departmental workflow and provide staff support by signing and verifying official check requests and general ledger entries.
• Research and resolve complex customer issues efficiently.
• Participate in project and process improvement initiatives to enhance operational efficiency.
• Interact with vendors to address and resolve problems.
• Guide or assist team members in interpreting legal and bank documents for internal processing.
• Manage responsibilities across multiple systems, business, and product lines.
• Participate in corporate compliance and legal matters on a limited basis concerning customer issues.
• Collaborate with internal partners and management on procedural matters.
• Perform other duties as assigned by management.

Scope of Responsibilities:
This role requires a proactive approach to monitoring workflows, a strong understanding of banking services, and the ability to work independently as well as part of a team.

 

Supervisory/Managerial Responsibilities:
This position does not have direct supervisory responsibilities but may provide guidance to junior staff and assist in training as needed.

 

Education and Experience Required:

• High School Diploma or GED.
• Minimum of three years of relevant work experience in a banking or financial services environment.

Education and Experience Preferred:

• Associate's Degree in a related field.
• Five years of office experience, preferably in banking or financial services.

Excellent verbal and written English communication skills and the ability to interact professionally with a diverse group are required.

 

CTG does not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services for this role.

 

To Apply:
To be considered, please apply directly to this requisition using the link provided. For additional information, please contact Krista Eckard at View email address on click.appcast.io . Kindly forward this to any other interested parties. Thank you!