Banking Operations Associate
About the Role
You will support client onboarding operations by guiding clients through account setup, processing order forms, and educating clients on products and services. You will respond to client inquiries via phone and email, manage multiple systems to track workflow progress, proactively reach out about delays, and collaborate across teams to resolve operational issues and improve processes.
Requirements
- 2+ years of experience in financial operations payment processing or a related field
- Detail oriented with strong reconciliation and accuracy skills
- Experience working with financial transactions and payment systems
- Effective communication with external partners and service providers
- Organization coordination and project management skills
- Experience working across cross-functional teams and time zones
- Live in the United States
Responsibilities
- Coordinate operational workflows and ensure client documentation is completed and processed accurately
- Respond to client inquiries across phone and email about products and services
- Proactively contact clients experiencing delays or obstacles in operational processes
- Manage multiple systems to track client progress through workflows in a timely manner
- Collaborate cross-functionally to resolve operational issues and improve client experience
Benefits
- Company paid medical dental and vision coverage
- 401k with employer match
- Employee stock options
- Unlimited PTO
- Training and development opportunities
- Remote work flexibility