1955 Broadway St.
Oakland,
CA
94612
US
Posted: 05/23/2023
2023-05-23
2023-07-03
Employment Type:
Contract To Hire
Job Category: Accounting & Finance
Job Number: 563827
Is job remote?: Yes
Country: United States
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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