REMOTE - Client Support Specialist (Banking) - PST Hours

Banking Operations Specialist

We are seeking a detail-oriented Banking Operations Specialist to support a commercial banking team through a variety of operational, administrative, and account maintenance activities. This role plays a critical part in ensuring the accuracy of banking transactions, account documentation, treasury management processes, and client account servicing requests. The ideal candidate will have prior banking experience, strong problem-solving abilities, and a collaborative mindset. This is a non-client-facing position that works closely with internal banking teams to process requests, maintain account information, and resolve operational issues.

Key Responsibilities:

• Support assigned banking team with day-to-day operational and administrative functions.
• Participate in daily team meetings and weekly operational review meetings.
• Review and process daily deposits, overdrafts, unpaid items, and returned items.
• Prepare, review, and maintain treasury management documentation and paperwork.
• Process account maintenance requests, including address changes, signer updates, account relationship modifications, superseding and maintenance requests on demand, loan, and deposit accounts, etc.
• Assist with new account setup and onboarding documentation.
• Assemble and prepare account and transaction packages for internal processing.
• Ensure all activities are completed in accordance with established policies, procedures, and regulatory requirements.
• Manage requests received through a shared team inbox and research operational issues.
• Investigate and resolve banking-related inquiries such as missing loan payments, statement delivery issues, transaction-related questions, etc.
• Analyze account activity and transaction details to determine appropriate next steps.
• Collaborate closely with team members and participate actively in a highly interactive team environment.
• Work alongside experienced team members during onboarding and training to learn processes and procedures.