Client Operations Support Analyst I

About the Role

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. The Client Operations Analyst I is responsible for the execution and monitoring of daily Cash Distribution operational processes, supporting critical cash logistics functions, and ensuring service requests are completed accurately and within established service levels.

Responsibilities

• Process daily operational workflows and transactions supporting Cash Distribution services.
• Create, validate, and manage Cash Orders to ensure accurate fulfillment and funding.
• Process and monitor Off-Schedule Requests (OSRs) and communicate status updates to appropriate stakeholders.
• Generate and distribute Courier Notices related to schedule changes or customer requests.
• Process daily courier date file and verify data accuracy within operational systems.
• Maintain and manage inventory discrepancies.
• Monitor operational queues, service requests, and production reports to ensure timely completion of assigned tasks.
• Escalate exceptions, processing errors, and operational risks to management when appropriate.
• Create and maintain operational documentation supporting audit and compliance requirements.
• Collaborate with internal departments, couriers, vault providers, and customers to support daily operations.
• Assist in training and cross-training team members as needed.
• Deliver exceptional customer support through timely and accurate responses.
• Maintain positive working relationships with internal and external stakeholders.
• Ensure operational requests are completed within established service standards.
• Communicate effectively with customers, couriers, vendors, and internal business partners.
• Provide updates regarding operational requests and service issues.
• Maintain professional communications through phone and email correspondence.

Qualifications

• Associate degree preferred or equivalent work experience.
• 1-3 years of operational support, banking operations, cash logistics, customer service, or related experience is preferred.
• Experience utilizing multiple systems and processing high-volume transactions is preferred.
• Knowledge of operational processing, transaction management, and customer support functions.
• Strong attention to detail and accuracy.
• Ability to manage multiple priorities in a fast-paced production environment.
• Working knowledge of Microsoft Outlook, Excel, and business applications.
• Strong organizational and time-management skills.
• Ability to follow established procedures and identify operational exceptions.
• Effective written and verbal communication skills.

Pay

Salary Range: $42,289.00 - $69,475.00. Individual base pay may vary based on factors such as experience, skills, education, geographic location, and organizational needs.

Benefits

WSFS provides a competitive benefits package, including medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays.