Job Description
Position Details:
Client - Banking and Financial
Title - Lead Operations Specialist
Duration - 6+ months (Extension based on performance and business needs)
Location - Fort Worth, TX
Shift timing - Monday - Friday; 7am-3:30pm
Responsibilities may include:
- Reporting, customer service support, reviewing and processing transactions to include closing accounts, reconciling, correspondence preparation, and performing other support operations functions as required.
- Maintains internal operational and financial controls and ensures they meet bank standards. Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers/clients.
- The candidate will be responsible for receiving shipments of contents (in tamper proof bags) from forced open safe deposit boxes, as well as reconciling shipments and entering customer information into the abandoned property system and storing contents for future retrieval.
- In addition, may be responsible for preparing outgoing shipments of contents upon customer reclaiming contents, as well as shipping contents to the various States’ Unclaimed Property Division.
- Candidate must be able to work in a dual control environment and must have mobilities to stand, bend, and lift packages 1 lb. to approximately 25 lbs.
- Candidate must be detail oriented and must be accurate and adhere to all policies and procedures.
- This is a fast-paced environment and must be able to work under pressure to meet strict deadlines.
- Also, responsible for preparing various internal and external detailed reports, as well as letters to customers, while utilizing internal systems to research, complete maintenance and close safe deposit box accounts.
- Associate is also expected to learn and assist with other functional responsibilities within Unclaimed Property - Safe Box
Required Skills:
- Must have attention to detail and accuracy & be able to meet pre-established deadlines
Must be able to work with another employee in a dual control environment
Must be able to stand, bend, and lift packages up to 25 lbs.
Available to answer job specific questions
- Provide subject matter expertise for training materials, procedures, projects
- Work with Associate Readiness and Communication Team
Top MUST Have:
- Microsoft Office Suite
- SharePoint
Job Requirements
Operations Specialist, Lockbox, Vault, Safe box, Processing transactions, reconciliation