Operations Associate (contract)

Key Responsibilities

• Handle stop and replace payment requests, ensuring accuracy and timely execution of check-related activities
• Process non-financial service requests including pulling transcripts, compiling reports, and drafting correspondence
• Investigate payment issues (e.g., lost or misdirected checks) and coordinate resolutions across internal teams
• Work closely with internal partners (e.g., wire room and operations teams) to gather details and complete requests
• Maintain and update tracking logs (e.g., Excel) for payment activity and outstanding requests
• Aid in client support by assisting with inquiries and providing updates through professional written communication
• Participate in process improvement initiatives, including supporting AI-driven enhancements to streamline manual workflows
• Manage a consistent volume of tasks while maintaining accuracy and meeting deadlines

Qualifications

• High School Diploma required
• Strong organizational skills with high attention to detail
• Excellent written and verbal communication skills
• Ability to work independently and manage multiple tasks in a fast-paced environment
• Reliable, accountable, and proactive in completing assigned work
• Proficiency in Microsoft Office Suite
• Prior experience in banking, financial services, or operations (preferred)
• Exposure to payment processing or transaction-based workflows (preferred)
• Familiarity with Excel for tracking and reporting (preferred)
• Interest or experience in automation or AI tools (preferred)
• Bachelor’s degree in Business or related field (preferred)