Operations Representative- Balancing And Reconciliation

Rabobank, N.A. Santa Maria , CA 93454

Posted 3 months ago

The Operations Representative performs transactions in compliance with regulatory and bank policies and procedures, and in adherence to bank security policies and confidentiality of bank records and customer information. Performs a wide variety of operational tasks for minor to complex processes or functions. Takes accountability for entire process from receipt of work to resolution and closure. Tasks require coordination of information among various operational or other areas and customers.

Responsibilities will include and are not limited to the following:

  • Receiving and reviewing incoming work, contacting appropriate resources as needed, entering transactions, verifying accuracy, preparing, editing, distributing, and/or correcting specialized and/or complex documents

  • Accurate completion of assigned data entry to various bank systems for the completion of the job function

  • Organizes and completes work accurately and in accordance with established measures/deadlines and assigned goals

  • Provides excellent customer service to internal and external clients

  • Identifies and resolves issues within assigned scope

  • Attends and participates in meetings as required

  • Performs all other job duties as assigned by manager

The successful candidate will possess the following:

  • High School diploma or equivalent required. Minimum 3 years experience in an operational, accounting, finance, or related position, preferably in a financial institution, or related experience

  • Banking/accounting/finance experience preferred

  • Proficient with MS Office Suite, and 10 key calculator

  • Strong customer service skills

  • Possess good human relations, communications, and business writing skills

  • Possess effective time management and organizational skills

  • High level of cooperation with others and responsive to the Bank's needs

  • High level of accuracy and great attention to detail

  • Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive information

  • Demonstrate excellent customer service skills

  • Able to comprehend and interpret Bank policies and procedures

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, or veteran status.

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Operations Representative- Balancing And Reconciliation

Rabobank, N.A.