Posted: 09/23/20242024-09-232024-11-05Employment Type:ContractJob Category:Accounting & FinanceJob Number: 623643Is job remote?: YesCountry: United States
Job Description
22.50/hr
Banking Operations Specialist
12 month contract
Oakland CA
Must Haves:
1+ years of professional experience working within a financial institution, payment service provider, or experience in a direct customer-facing environment
Experience in direct customer facing roles
Strong Internet research, Google Docs and overall PC skills
Preferred:
Proficiency with technical tools, such as Google and Microsoft Suite, Slack, and Customer Relationship Management (CRM) software is preferred
Job Description:
Be responsible for responding to inquiries via CRM tools via email and messaging
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
Gain a basic understanding of the Square Banking Underwriting process
The staffing industry has seen an increase in people falsely representing themselves as recruiters to gather personal information from job seekers. For your safety, do not provide sensitive data to anyone you have not spoken with thoroughly, never provide banking information during the application process and always double check the email address of the recruiter to ensure it’s from @planet-pro.com - and not a domain with an alternative extension like .net, .org or .jobs. Candidate safety is a top priority at Planet Professional.
Planet Professional and The Planet Group of Companies are equal opportunity employers. It is our practice not to discriminate against any employee or applicant based on any criteria, condition or basis protected by laws or regulations in the locations where we do business. All qualified applicants are encouraged to apply. We celebrate diversity and are committed to providing an environment of mutual respect. We believe that diversity, equity and inclusion enable us to better meet our mission and values while serving our clients across the globe. If you have a disability or handicap and would like us to accommodate you in any reasonable way, please inform your recruiter, or contact us, so that we can discuss the appropriate alternatives available.
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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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