Operations Specialist (Level III)

  • location: Concord, CA
  • type: Contract
  • salary: $17 - $22 per hour
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job description

Operations Specialist (Level III)

job summary:
Operations Specialist (Level III)

BACJP00163626

ASAP start

First point of contact for inquiries received from high revenue clients via email channel. Responsible for reading, analyzing and determining appropriate handling of requests. Requests consist of treasury, cash management and/or depository products; including implementation of treasury services. Works with internal business partners to provide resolution to client inquiries and issues. Key Responsibilities - Manage dedicated email inbox, prioritize, client requests, case and resolve eligible items; Create a case/package for tracking, monitoring and E2E resolution as applicable; Receive and respond to requests received by email and internal partners; Interacts continuously and deepens relationships with internal business partners as well as clients to further enhance client delight; Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients requests."

Candidate will be working on dedicated email box for High Level Corporate Clients

Will monitor and assist with request from clients all communication is through email.

Candidate need to be very detail oriented

- Top 3 skillsets:

o Financial Industry Experience

o Strong written communication skills

o Customer service background / experience

 
location: Concord, California
job type: Contract
salary: $17 - 22 per hour
work hours: 8 to 5
education: Bachelor's degree
experience: 0 Years
 
responsibilities:
Operations Specialist (Level III)

BACJP00163626

ASAP start

First point of contact for inquiries received from high revenue clients via email channel. Responsible for reading, analyzing and determining appropriate handling of requests. Requests consist of treasury, cash management and/or depository products; including implementation of treasury services. Works with internal business partners to provide resolution to client inquiries and issues. Key Responsibilities - Manage dedicated email inbox, prioritize, client requests, case and resolve eligible items; Create a case/package for tracking, monitoring and E2E resolution as applicable; Receive and respond to requests received by email and internal partners; Interacts continuously and deepens relationships with internal business partners as well as clients to further enhance client delight; Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients requests."

Candidate will be working on dedicated email box for High Level Corporate Clients

Will monitor and assist with request from clients all communication is through email.

Candidate need to be very detail oriented

- Top 3 skillsets:

o Financial Industry Experience

o Strong written communication skills

o Customer service background / experience

 
qualifications:
Operations Specialist (Level III)

BACJP00163626

ASAP start

First point of contact for inquiries received from high revenue clients via email channel. Responsible for reading, analyzing and determining appropriate handling of requests. Requests consist of treasury, cash management and/or depository products; including implementation of treasury services. Works with internal business partners to provide resolution to client inquiries and issues. Key Responsibilities - Manage dedicated email inbox, prioritize, client requests, case and resolve eligible items; Create a case/package for tracking, monitoring and E2E resolution as applicable; Receive and respond to requests received by email and internal partners; Interacts continuously and deepens relationships with internal business partners as well as clients to further enhance client delight; Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients requests."

Candidate will be working on dedicated email box for High Level Corporate Clients

Will monitor and assist with request from clients all communication is through email.

Candidate need to be very detail oriented

- Top 3 skillsets:

o Financial Industry Experience

o Strong written communication skills

o Customer service background / experience

 
skills: Banking Operations
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

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