Operations Analyst

Job Description

Our client is seeking an Operations Analyst to join their Financial Operations team supporting Banking-as-a-Service (BaaS) products and payment operations. This individual will serve as a key liaison between clients, banking partners, and internal teams while driving operational excellence across onboarding, payment processing, compliance, and customer support functions.

This position is approximately 30% client-facing and 70% back-office operations, making it ideal for someone who enjoys balancing relationship management with operational execution. The Operations Analyst will help support day-to-day administrative and operational functions while partnering closely with Operations, Compliance, Underwriting, Product, and Banking teams to ensure a seamless client experience.

Serve as a liaison between clients, banking partners, and internal teams to resolve escalated operational and payment-related issues

Support onboarding and integration activities for new clients and partners

Partner with Sales and Underwriting teams to collect, validate, and manage onboarding documentation

Assist clients and internal stakeholders with application, onboarding, and account-related inquiries

Monitor daily banking and payment activities to ensure smooth execution of transactions and operational processes

Support ACH, RTP, wire transfer, and card payment operations, with heavy exposure to ACH processing

Investigate payment exceptions, transaction discrepancies, and operational issues while coordinating resolution with appropriate stakeholders

Assist with financial reconciliation activities and support reporting accuracy

Identify opportunities for process improvements, automation, and operational efficiencies

Collaborate with Compliance, Product, Engineering, Support, and Underwriting teams to improve operational workflows and client experience

Assist with audit preparation, compliance reviews, regulatory reporting, and operational documentation

Salary: $50-$70K

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

3+ years of experience in Operations, Client Services, Account Management, Banking Operations, Payments Operations, Fintech, Financial Services, or a related environment

Experience supporting client onboarding, account operations, payment processing workflows, or financial operations

Strong customer-facing communication skills with the ability to interact professionally with clients, banking partners, and internal stakeholders

Experience researching, investigating, and resolving operational issues, transaction discrepancies, or payment-related inquiries

Ability to work cross-functionally with Compliance, Product, Engineering, Sales, Support, and Underwriting teams

Intermediate to advanced Microsoft Excel skills, including formulas, reporting, and data analysis

Exposure to SQL and data extraction/reporting Banking-as-a-Service (BaaS) experience

Fintech, banking, or payments industry experience

Knowledge of ACH, RTP (Real-Time Payments), wire transfers, and card payment processing

Understanding of KYC, KYB, AML, BSA, NACHA, and other financial regulatory requirements

Experience working with third-party banking partners

Experience supporting client onboarding or account management functions

Exposure to API-driven banking platforms, embedded finance, payment gateways, or core banking systems

Reconciliation experience within a financial or payment environment

Experience with underwriting, compliance operations, or risk-related processes

Bachelor's degree in Finance, Business, Economics, or a related field (or equivalent professional experience)