Operations Assistant

Operations Assistant Operations | Banking Reports to: VP, Operations Officer Summary of the Role The Operations Assistant supports the daily operational functions of the Bank by processing transactions, reconciling accounts, supporting deposit and cash management products, servicing customer and employee requests, and ensuring compliance with bank policies and regulatory requirements, supporting and managing deposit products to include IRA/HSA portfolios. This role serves as a critical operations resource, helping maintain the accuracy, efficiency, and integrity of operational processes while delivering exceptional internal and external customer service. Key Responsibilities Provide exceptional service to internal and external customers by responding to inquiries, resolving issues, and supporting banking operations Process account transactions including deposits, transfers, wires, ACH transactions, and other payment-related activities accurately and efficiently Reconcile accounts and operational reports, identify discrepancies, and take appropriate corrective action Support cash management products and services, including customer setup, maintenance, and product administration Assist with onboarding, documentation, implementation, and servicing of business banking products and services Monitor operational activity to ensure compliance with bank policies, procedures, and regulatory requirements Support fraud investigations, adjustment claims, legal processes, and internal bank controls Assist with internal and external audits by gathering documentation and responding to requests Maintain accurate customer and transaction records within bank systems Identify opportunities to improve workflows, enhance efficiency, and strengthen operational effectiveness Provide help desk and operational support as assigned and participate in special projects Skills Bank Operations & Transaction Processing Account Reconciliation Cash Management Services Customer Service Excellence Regulatory Compliance Fraud & Risk Awareness Problem Solving & Analytical Skills Written & Verbal Communication Attention to Detail Time Management & Organization Microsoft Office & Banking Systems Teamwork & Cross-Training Qualifications • High school diploma or equivalent required; some college coursework in business or accounting preferred • Six months to three years of banking operations, accounting, financial services, or related experience preferred • Knowledge of banking regulations, operational procedures, and account reconciliation practices • Strong analytical, organizational, and problem-solving abilities • Proficiency with Microsoft Office applications and banking systems, including COCC and Insight • Ability to maintain confidentiality and manage sensitive customer information • Ability to work independently and collaboratively in a team environment Why Join Us Opportunity to contribute directly to the efficiency and success of bank operations while supporting customers, employees, and business partners through accurate, responsive, and compliant operational service. Work Environment & Physical Requirements Primarily office-based role requiring prolonged sitting, computer usage, and frequent visual attention to detailed information. Occasional standing, walking, bending, reaching, and lifting up to 10 pounds may be required. Regular attendance is an essential function of this position. Equal Opportunity Employer We are committed to creating an inclusive and diverse workplace. Employment decisions are based on qualifications, merit, and business needs. Employee Benefits Snapshot Health & Wellness Medical Insurance Prescription Drug Coverage Dental Insurance Vision Insurance AFLAC supplemental coverage Health Savings Account (HSA) with employer contribution Flexible Spending Accounts (Medical & Dependent Care) Paid Time Off (PTO) Full-Time and Benefit Eligible Employees receive a variety of paid time off benefits (prorated based on hire date), including: Vacation Time Personal Time Sick Time Birthday Day Off Floating Holiday Short-Term Disability Financial Protection Company-Paid Life Insurance Company-Paid AD&D Insurance Employee Assistance Program (EAP) for counseling, financial, legal, and family support Retirement 401(k) Plan 4% automatic company contribution 50% match on the first 8% you contribute Potential annual profit-sharing contribution Additional Resources Virtual Medical Visits Wellness Programs Behavioral Health Support Wellness Rewards Program Eligibility Medical benefits are available to eligible full-time employees and generally become effective on the first day of the month following 60 days of employment. Paid Time off becomes effective on the first day of month following 90 days of employment. This summary provides an overview of available benefits. Refer to official plan documents and company policies for complete details and eligibility requirements.