Our client, a global financial services and digital payments company, is seeking a Banking Operations Specialist.

You must be located within 50 miles of Oakland, CA. This is a remote position however

In this role, you will provide support to Client merchants with questions about the Client Banking program, while also helping to review applications and documentation to mitigate risk.

You will use your proximity to customers to identify issues that can continually improve the customer experience for Banking sellers. The ideal candidate enjoys helping businesses grow and finding creative ways to manage risk while enhancing the customer experience. Successful specialists thrive in a fast-paced, constantly changing environment.
 

This position is a 4-month remote contract (you must be based in the San Francisco Bay Area, 50 miles from Oakland, CA or less).  Candidates must be eligible to work in the USA without requiring H-1B visa sponsorship. The hourly rate is $26.70 (W2), plus paid holidays through Talent Table. No Corp-to-Corp.

Duties:

• Respond to inquiries via CRM tools, including email and messaging.
• Complete daily cases using standard operating procedures and identify/analyze trends to suggest program improvements.
• Understand escalation paths to triage seller needs and mitigate risk.
• Answer customer questions regarding business documents or current loan information.
• Maintain or exceed established service level agreements and resolution guidelines to minimize potential revenue losses.
• Identify, document, and follow up with teams on product bugs and feature requests.
• Advocate for our seller community by identifying issue trends and suggesting policy and product improvements.
• Participate in ongoing training to maintain current knowledge of BSA/AML and perform related responsibilities as needed.
• Collaborate effectively in a remote or distributed work environment using internal messaging tools and video conferencing.
• Suggest improvements for Client Banking content on the Support Center and in macros.
• Gain a basic understanding of the Client Banking underwriting process.
   

Skills:

• Willingness to implement feedback and dedication to skill and performance improvement.
• Flexibility and a collaborative mindset for working on multiple assignments.
• Strong analytical, written, and verbal communication skills.
• Motivation to help achieve new milestones and enhance the customer experience.
• Passion for Client and its products.
• Experience in direct customer-facing roles.
• Proficiency with technical tools such as Google Workspace, Microsoft Suite, Slack, and CRM software is preferred.
• 1+ years of professional experience in a financial institution, payment service provider, or direct customer-facing environment.