SDC Operations Officer I

About the role

The Specialty Deposit Center (SDC) at Open Bank is seeking an SDC Operations Officer I to join our dynamic team. This position involves performing a broad range of operational duties related to deposit accounts, including account opening, maintenance, and servicing.

Responsibilities

• Respond to customer inquiries related to deposits, wire transfers, online banking, account maintenance, and general banking services.
• Research and resolve client issues by coordinating with internal departments to ensure prompt and accurate resolution.
• Provide exceptional customer service while maintaining professionalism, confidentiality, and compliance with bank policies and procedures.
• Communicate with bank clients via phone and email in a professional and timely manner regarding account inquiries, service requests, and banking concerns.
• Monitor and respond to incoming emails, voicemails, and service requests within established service level standards.
• Aid clients with account-related documentation, forms, and banking procedures as needed.
• Escalate complex client concerns or high-risk matters to management or appropriate departments when necessary.
• Support daily operational activities and ensure all client requests are processed accurately and efficiently.
• Ensure compliance with all applicable banking regulations, internal controls, policies, and procedures.
• Perform additional operational and administrative duties as assigned to support department objectives and client service needs.

Requirements

• Bachelor’s degree in Business Administration or related field or equivalent experience.
• Minimum three years of experience in general bank operations or related field or equivalent experience required.
• Good understanding of all required documents needed for opening new accounts.
• Ability to retain a broad knowledge of tasks performed in the deposit operation and lending functions.
• Ability to analyze and organize financial information and perform complex financial calculations.
• General knowledge of lending and deposit regulations and laws.
• Accurate typing/keyboarding skills; basic computer skills, including the use of word processing, spreadsheet software applications, and e-mail.

Qualifications

• Ability to present a professional image in dealing with clients, interdepartmental, and external representatives.

Skills

• Excellent communication skills.
• Strong problem-solving abilities.
• Attention to detail.

Benefits & Perks

• Medical, Dental, & Vision Insurance.
• Life, Accidental Death & Dismemberment, & Long-Term Disability coverage.
• Flexible Spending Account (FSA).
• 401(k) Retirement Savings Plan.
• Paid Time Off (PTO).
• Employee Assistance Program (EAP).
• Company Paid Lunch.

To view current job openings, please visit Open Bank Careers Page: Open Bank Careers Page.