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Banking Operations Specialist

Oakland, CA 94612

Posted: 05/23/2023 Employment Type: Contract To Hire Job Category: Accounting & Finance Job Number: 563827 Country: United States Is job remote?: Yes

Job Description


Banking Operations Specialist
7-month contract, extension possible
Location: Remote (Must be local to Oakland, CA area)

$24-26/hr

Must Haves:
  • HS diploma
  • 1+ years of professional experience working within a financial institution, payment service provider, or experience in a direct customer-facing environment
Preferred:
  • Proficiency with technical tools, such as Google and Microsoft Suite, Slack, and Customer Relationship Management (CRM) software is preferred
  • Banking industry experience

 Job Description:
Responsibilities:
  • Be responsible for responding to inquiries via CRM tools via phone and email
  • Complete daily cases through utilization of a standard operating procedure, and identify/analyze trends to suggest improvements for the program
  • Understand escalation paths to triage a seller's needs and mitigate risk
  • Answer customer questions regarding business documents or current loan information
  • Maintain or exceed established service level agreements and guidelines for resolution of queued transactions to minimize potential revenue losses
  • Identify, document, and follow up with teams on product bugs and features
  • Advocate for our seller community by identifying trends in issues and suggesting improvements to policies and products
  • Participate in ongoing training to maintain current knowledge of BSA/AML and perform BSA/AML responsibilities as needed within the role.
  • Effectively work in a remote or distributed work environment and collaborate with team members through internal messaging tools and video conferencing.
  • Suggest improvements for Square Banking content on the Support Center and in our macros
Qualifications/Skills:
  • Interest in implementing feedback and dedicated to the improvement of your skills and work
  • Flexibility to adapt and desire to collaborate with others on multiple assignments
  • Analytic, written, and verbal communication skills
  • A desire to help achieve new milestones and improve the customer experience
  • A passion for Square and customers engaging with Square products
  • Experience in direct customer facing roles
  • Proficiency with technical tools, such as Google and Microsoft Suite, Slack, and Customer Relationship Management (CRM) software is preferred
  • 1+ years of professional experience working within a financial institution, payment service provider, or experience in a direct customer-facing environment
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About Oakland, CA

Explore exciting job opportunities in the vibrant area around Oakland, California! Known for its eclectic mix of cultures, thriving arts scene, and stunning views of the San Francisco Bay, Oakland offers a unique blend of urban energy and natural beauty. Home to landmarks like Jack London Square and the Oakland Museum of California, as well as renowned eateries serving up delicious cuisine from around the world, this region is a melting pot of creativity and innovation. With professional sports teams like the Golden State Warriors and the Oakland Athletics, plus an array of theaters, parks, and recreation areas like Redwood Regional Park, job seekers in Oakland can enjoy a dynamic work-life balance unlike anywhere else. Embrace the charm and endless possibilities that Oakland has to offer - your next career opportunity awaits!
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