Bank Operations Specialist

About the role

Join a strong financial team dedicated to accuracy and operational excellence. At Security National Bank, we believe that every interaction matters and we strive to help our clients achieve their financial goals.

Responsibilities

• Process and review workflow items for accuracy and completeness.
• Update customer information in bank software and follow up with retail staff on errors or missing documents.
• Manage account maintenance requests, including closures, changes, and updates.
• Provide backup support for the Deposit Operations team, including CD/IRA management and ACH affidavits.
• Balance daily funds and review various daily reports.
• Process daily non-posted transactions.

Requirements

• Strong analytical and problem resolution skills.
• Excellent attention to detail, general understanding of accounting and balancing, ability to identify missing items, advanced organizational skills, ability to work under deadlines, independent thinking, self-motivation, strong oral and written communication skills.
• Previous banking operations experience.
• Ability to navigate multiple computer systems and programs with working knowledge of Word and Excel.
• Ability to manage multiple requests simultaneously, meet deadlines, and show flexibility to change direction when needed.
• Team-oriented and the ability to work collaboratively across all levels of the organization.
• Service-oriented, polite, and respectful.
• Advanced problem-solving and analytical skills.
• Ability to take direction and instruction and follow through independently until project completion.

Qualifications

• Education and experience requirements.

Skills

• Technical expertise.
• Proactive approach.
• Meticulous attention to detail.

Benefits

• Comprehensive benefit package including medical, dental, vision, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire.

About Security National Bank

Founded in 1884, Security National Bank is a locally owned bank that has stood the test of time, serving the community with integrity, honor, and respect. We believe in doing what's right and providing exceptional service to our customers.

Pay

Compensation is competitive and commensurate with experience.

Schedule

Regular business hours, Monday through Friday.