Operations AssistantThe Operations Assistant supports the daily operational functions of the Bank by processing transactions, reconciling accounts, supporting deposit and cash management products, servicing customer and employee requests, and ensuring compliance with bank policies and regulatory requirements, supporting and managing deposit products to include IRA/HSA portfolios. This role serves as a critical operations resource, helping maintain the accuracy, efficiency, and integrity of operational processes while delivering exceptional internal and external customer service.Provide exceptional service to internal and external customers by responding to inquiries, resolving issues, and supporting banking operationsProcess account transactions including deposits, transfers, wires, ACH transactions, and other payment-related activities accurately and efficientlyReconcile accounts and operational reports, identify discrepancies, and take appropriate corrective actionSupport cash management products and services, including customer setup, maintenance, and product administrationAssist with onboarding, documentation, implementation, and servicing of business banking products and servicesMonitor operational activity to ensure compliance with bank policies, procedures, and regulatory requirementsSupport fraud investigations, adjustment claims, legal processes, and internal bank controlsAssist with internal and external audits by gathering documentation and responding to requestsMaintain accurate customer and transaction records within bank systemsIdentify opportunities to improve workflows, enhance efficiency, and strengthen operational effectivenessProvide help desk and operational support as assigned and participate in special projectsBank Operations & Transaction Processing Account Reconciliation Cash Management Services Customer Service Excellence Regulatory Compliance Fraud & Risk Awareness Problem Solving & Analytical Skills Written & Verbal Communication Attention to Detail Time Management & Organization Microsoft Office & Banking Systems Teamwork & Cross-Training• High school diploma or equivalent required; some college coursework in business or accounting preferred • Six months to three years of banking operations, accounting, financial services, or related experience preferred • Knowledge of banking regulations, operational procedures, and account reconciliation practices • Strong analytical, organizational, and problem-solving abilities • Proficiency with Microsoft Office applications and banking systems, including COCC and Insight • Ability to maintain confidentiality and manage sensitive customer information • Ability to work independently and collaboratively in a team environmentOpportunity to contribute directly to the efficiency and success of bank operations while supporting customers, employees, and business partners through accurate, responsive, and compliant operational service.Primarily office-based role requiring prolonged sitting, computer usage, and frequent visual attention to detailed information. Occasional standing, walking, bending, reaching, and lifting up to 10 pounds may be required.
Regular attendance is an essential function of this position.We are committed to creating an inclusive and diverse workplace. Employment decisions are based on qualifications, merit, and business needs.
OPERATIONS ASST in winsted at Unknown Company
This position is listed as full time and onsite.