194,496 Banking Operations jobs in the United States

Job Overview

We are seeking a highly skilled Banking Customer Service Representative to join our team.

">Key Responsibilities

• Respond to customer inquiries via phone, email, chat, or social media with professionalism and courtesy.
• Calmly resolve and de-escalate any issues that may arise, providing excellent customer service at all times.
• Evaluate customer concerns and escalate interactions when necessary, offering feedback on call issues for improvement.
• Provide assistance with payment processing and track related information for auditing and reporting purposes.
• Identify and capitalize on upselling opportunities to enhance customer experience and drive business growth.

">About Us

We value fearless individuals who are inspired to deliver exceptional service in all aspects of their work. If you possess a passion for delivering outstanding customer experiences, we encourage you to apply for this exciting opportunity.

Join Montecito Bank & Trust as a Digital Banking Operations Specialist !

As the largest locally owned community bank on the Central Coast, Montecito Bank & Trust is committed to our founding principle: to make the communities we serve better places to live and work. We are always looking for talented professionals who are passionate about personalized service, community involvement, and innovation. By joining our team, we are dedicated to your career development and wellbeing, in and out of the workplace.

About the Role

Montecito Bank & Trust is seeking a full-time Digital Banking Operations Specialist to join our Bank Operations department. As a Digital Banking Operations Specialist, you will deliver a world-class experience to branch associates and support departments by assisting in the use and understanding of the banks digital products, including Online Banking and Mobile Banking. Your responsibilities will include completing operational tasks such as customer setup, operations review, and transactional processing. You will also perform system testing for new products and releases. The position is based in Goleta, CA, with the opportunity for a hybrid work schedule.

What Were Looking For

• High school diploma or equivalent.
• 1 to 3 years of bank operations experience.
• Experience with wire transfers, ACH, and digital banking.
• Extensive knowledge of digital banking systems, web browsers, operating systems, and devices (desktop and mobile).
• Strong organizational and prioritization skills, with proactive communication of status updates.

Your Responsibilities

The essential functions of this role include, but are not limited to:

• Providing excellent digital banking support to branch associates and support departments.
• Completing assigned operational tasks accurately and efficiently.
• Setting up new digital banking customers across various systems.
• Maintaining customer files and required bank documentation.
• Performing system testing and preparing issue cases for new products and releases.
• Communicating openly with peers, supervisors, and managers.
• Adhering to work schedules and attendance requirements.
• Performing other duties as assigned.

Your Benefits

• Inclusive workplace culture that values you.
• Competitive pay.
• Medical, dental, vision, and life insurance.
• 401(k) matching and retirement planning.
• Paid vacation, sick leave, federal holidays, and volunteer time.
• Bank employee accounts.
• Bank gatherings, events, and engagement activities.

Individual pay is based on experience, knowledge, skills, and abilities necessary for the role, as well as pay equity considerations.

Equal Employment Opportunity

Montecito Bank & Trust is an equal opportunity employer. We are committed to providing equal employment opportunities to all applicants, including protected veterans and individuals with disabilities.

Employment is contingent upon completing DHS Employment Eligibility Verification (I-9) and providing acceptable documentation to verify identity and right to work in the U.S. We do not sponsor visas, green cards, CPT, OPT, or other work authorizations.

Interested in applying?

• Apply through Indeed or visit our website Montecito Bank Careers.
• Review openings under the Explore Opportunities tab.
• Select Apply Now to review and submit your application.
• Create a personal login to apply.

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At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join the Broadridge team.
We are seeking a Banking Operations Analyst to join our dynamic Banking and Client Service teams. This role plays a critical part in executing banking and treasury operations, overseeing distributions, and ensuring clients receive timely, accurate service.
Responsibilities:
The role of this position is to assist the Banking team to ensure proper handling for all banking and treasury related operations of the department. Details include, but are not limited to:
+ Coordinate payments (ACH/WIRE/CHECK) to our clients
+ Review payments (ACH/WIRE/CHECK) prior to disbursement
+ Coordinate OFAC reviews prior to payment distribution
+ Track all payment requests received from the Client Service team
+ Monitor all banking activities to detect and timely resolve any irregularities
+ Daily account reconciliation to ensure bank account balance and our internal records match
+ Daily review and decisioning of positive pay items
+ Prepare monthly bank reconciliation reports regarding all cash deposits to the bank
+ Prepare reconciliation reports for individual remediation client accounts as needed (weekly, monthly)
+ Work with team on escheatment of aged funds
+ Develop an understanding of Broadridge and the scope of the company
+ Develop an understanding of the Class Actions business
Requirements:
+ Bachelor's degree (B. A.) from four-year college or university and 3+ years related experience and/or training.
+ Degree in accounting or related field a plus
+ Strong analytical skills: ability to gather data, interpret results, reformulate as needed
+ Strong written and oral communication skills
+ A self-starter with excellent interpersonal and organizational skills
+ Corporate or treasury banking experience a plus
+ Intermediate Microsoft Excel skills.
Salary range $65,000.00-$75,000.00. Bonus Eligible.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Please visit for more information on our comprehensive benefit offerings
#LI-DS1 #LI-Hybrid
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a companyand ultimately a communitythat recognizes and celebrates everyones unique perspective.
US applicants: Clickhere ( to view the EEOC " Know Your Rights " poster.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at or by sending an email to .
Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global Fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference ( . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications . A certified Great Place to Work, Broadridge is part of the S&P 500 Index, employing over 14,000 associates in 21 countries.
LinkedIn ( ( ( Muse ( is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive , and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.
We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.

Our client is seeking a highly skilled Senior Banking Operations Analyst to join their expanding, remote-first team. This position is vital for maintaining the integrity and efficiency of our financial operations. You will be instrumental in analyzing complex banking processes, identifying areas for enhancement, and implementing solutions to streamline operations. The ideal candidate thrives in a remote setting, possesses a deep understanding of banking regulations, and excels at data analysis. You will work collaboratively with various departments to ensure seamless transaction processing and exceptional service delivery.

Responsibilities:

• Analyze and interpret banking data to identify trends, risks, and opportunities for process improvement.
• Develop, document, and implement new operational procedures and policies.
• Monitor daily banking operations, including transaction processing, account management, and compliance.
• Collaborate with IT and other departments to implement and optimize banking software and systems.
• Ensure compliance with all federal and state banking regulations (e.g., KYC, AML).
• Prepare detailed reports on operational performance for senior management.
• Conduct root cause analysis for operational issues and develop corrective action plans.
• Train and mentor junior operations staff on best practices and procedures.
• Manage vendor relationships related to operational tools and services.
• Contribute to strategic projects aimed at enhancing operational efficiency and customer experience.

Qualifications:

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• A minimum of 7 years of experience in banking operations, financial analysis, or a similar role.
• In-depth knowledge of banking products, services, and regulatory requirements.
• Proficiency in financial analysis tools and banking software (e.g., core banking systems, CRM).
• Strong analytical, problem-solving, and critical thinking skills.
• Excellent written and verbal communication skills, with the ability to articulate complex information clearly.
• Demonstrated ability to work independently and manage multiple priorities in a remote environment.
• Experience with data visualization tools is a plus.
• Relevant certifications (e.g., CTP, CRSP) are highly desirable.

This is a fully remote position, offering the flexibility to work from anywhere within the US. Join our client's innovative financial team and make a significant impact on their operational success.

Our client is seeking a meticulous and analytical Senior Banking Operations Analyst to join their thriving finance department in Virginia Beach, Virginia, US . This role is essential for optimizing banking processes, ensuring operational efficiency, and maintaining regulatory compliance. The ideal candidate will have a strong understanding of banking operations, financial products, and risk management principles. You will be responsible for analyzing complex operational data, identifying areas for improvement, developing solutions, and implementing process enhancements. This hybrid position requires a collaborative spirit, the ability to work independently, and strong communication skills to interact with various teams across the organization. You will play a key role in streamlining workflows, reducing errors, and enhancing customer experience. This position offers significant opportunities for professional growth within a reputable financial institution.

Key Responsibilities:

• Analyze daily banking operations, identifying trends, inefficiencies, and potential risks.
• Develop and implement process improvements to enhance operational efficiency and accuracy.
• Monitor key performance indicators (KPIs) and prepare detailed reports for management.
• Ensure compliance with banking regulations and internal policies.
• Investigate and resolve complex operational issues and customer inquiries.
• Collaborate with IT and other departments to support system enhancements and new product implementations.
• Document operational procedures and create training materials.
• Assist in the development and execution of testing plans for new systems and processes.
• Contribute to a culture of continuous improvement within the operations team.

Qualifications:

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• 4+ years of experience in banking operations, financial analysis, or a related field.
• Strong understanding of banking products, services, and regulatory requirements.
• Proficiency in data analysis and reporting tools (e.g., Excel, SQL).
• Excellent analytical, problem-solving, and critical-thinking skills.
• Strong written and verbal communication abilities.
• Experience with process improvement methodologies (e.g., Lean, Six Sigma) is a plus.
• Ability to work effectively in a hybrid environment, balancing remote and in-office responsibilities.
• Detail-oriented with a commitment to accuracy and quality.

Our client, a leading financial institution, is seeking an experienced and analytical Senior Banking Operations Analyst to join their team. This is a fully remote position, allowing you to contribute your expertise in financial operations from anywhere. You will play a critical role in optimizing banking processes, ensuring regulatory compliance, and enhancing operational efficiency across various banking functions. Your insights will be vital in driving strategic decisions and maintaining the integrity of our financial services.

As a Senior Banking Operations Analyst, your responsibilities will include analyzing complex banking transactions, identifying trends, and developing strategies to improve operational workflows. You will design, implement, and monitor key performance indicators (KPIs) for banking operations, providing regular reports to senior management. This role involves collaborating with different departments, including compliance, IT, and product development, to streamline processes and resolve operational issues. You will also conduct risk assessments, develop mitigation strategies, and ensure adherence to all relevant banking regulations and policies. Training and mentoring junior analysts will also be part of your role.

The ideal candidate will possess a Bachelor's degree in Finance, Economics, Business Administration, or a related field, with a minimum of 5 years of experience in banking operations analysis. A strong understanding of financial markets, banking products, and regulatory frameworks (e.g., KYC, AML) is essential. Excellent analytical, quantitative, and problem-solving skills are required, along with proficiency in data analysis tools and software (e.g., SQL, Excel, Tableau). Outstanding communication, presentation, and interpersonal skills are crucial for effectively collaborating with stakeholders at all levels. As a remote employee, you must be highly self-motivated, organized, and capable of managing your workload independently and efficiently.

This is an exceptional opportunity for a seasoned professional to make a significant impact on a reputable financial organization. You will work on challenging projects that shape the future of banking operations and benefit from a supportive remote work environment. Our client offers a competitive salary, comprehensive benefits, and excellent opportunities for career growth within the financial services industry. If you are a results-oriented individual with a deep understanding of banking operations and a passion for driving efficiency and compliance, we encourage you to apply.

Our client, a distinguished financial institution, is seeking a highly experienced and strategically minded Senior Banking Operations Manager to lead and optimize their back-office operations. This is a fully remote position requiring exceptional leadership, process improvement expertise, and a deep understanding of banking workflows. You will be responsible for overseeing daily operational activities, implementing efficiency enhancements, ensuring regulatory compliance, and managing a distributed team. The ideal candidate will possess a strong track record in banking operations, a commitment to technological innovation, and the ability to drive operational excellence from a distance.

Responsibilities:

• Manage and direct daily operations for key banking functions, including account opening, transaction processing, cash management, and customer service support.
• Develop and implement strategic initiatives to improve operational efficiency, reduce costs, and enhance customer satisfaction.
• Oversee the design, testing, and implementation of new banking technologies and systems.
• Ensure strict adherence to all federal and state banking regulations, as well as internal policies and procedures.
• Lead, mentor, and develop a remote team of operations specialists and supervisors.
• Establish and monitor key performance indicators (KPIs) to measure operational effectiveness and identify areas for improvement.
• Collaborate with IT, compliance, risk management, and product development teams to ensure seamless integration and operational support.
• Manage vendor relationships and service level agreements related to operational systems and processes.
• Develop and deliver comprehensive training programs for operations staff.
• Proactively identify and mitigate operational risks and implement effective controls.

Qualifications:

• Bachelor's degree in Business Administration, Finance, Economics, or a related field; MBA or relevant certifications (e.g., CTP, CRCM) are a plus.
• Minimum of 7 years of progressive experience in banking operations, with at least 3 years in a management or supervisory role.
• Proven expertise in optimizing banking processes and implementing technology solutions.
• In-depth knowledge of banking regulations (e.g., BSA/AML, Reg E, UDAAP) and compliance requirements.
• Strong leadership and team management skills, with experience managing remote teams.
• Excellent analytical, problem-solving, and strategic planning abilities.
• Superior communication, interpersonal, and presentation skills.
• Proficiency in core banking systems and operational software.
• Ability to manage multiple priorities, work under pressure, and meet tight deadlines.
• A strong commitment to operational excellence and continuous improvement.

This is a critical leadership role for a results-driven banking professional looking to drive significant operational improvements within a forward-thinking organization, entirely from a remote setting. If you are adept at managing complex banking operations and leading teams remotely, we invite you to apply.

Our client, a rapidly expanding fintech institution, is seeking an accomplished and visionary Vice President of Banking Operations to lead their operational strategy and execution. This is a senior leadership role, fully remote, offering the chance to build and scale critical banking functions. The ideal candidate will possess extensive experience in financial services operations, a deep understanding of regulatory compliance, and a proven ability to drive efficiency and innovation within a complex banking environment.

Responsibilities:

• Overseeing and optimizing all aspects of banking operations, including account management, payment processing, customer support, and compliance.
• Developing and implementing strategic operational plans to support business growth and enhance customer experience.
• Ensuring strict adherence to all relevant banking regulations and compliance standards (e.g., BSA, AML, KYC).
• Managing and leading a high-performing team of operational professionals.
• Identifying and implementing process improvements and technological solutions to increase efficiency and reduce risk.
• Developing and managing operational budgets, ensuring cost-effectiveness.
• Collaborating with other departments, including product development, technology, and risk management, to achieve organizational goals.
• Establishing and monitoring key performance indicators (KPIs) for operational excellence.
• Managing relationships with third-party vendors and service providers.
• Serving as a key liaison with regulatory bodies.

Qualifications:

• Master's degree in Business Administration, Finance, or a related field; advanced certifications are a plus.
• Minimum of 10 years of progressive experience in banking operations, with at least 5 years in a senior leadership capacity.
• Proven track record of successfully managing and scaling banking operations.
• Deep understanding of financial regulations, compliance frameworks, and risk management principles in the banking sector.
• Exceptional leadership, strategic thinking, and decision-making abilities.
• Experience with core banking systems and financial technology solutions.
• Strong analytical and problem-solving skills.
• Excellent communication, negotiation, and interpersonal skills.
• Demonstrated ability to build and manage effective teams in a remote work environment.

This is a unique opportunity for an experienced banking executive to play a pivotal role in shaping the future of a forward-thinking financial institution.

Our client, a leading financial institution, is seeking an experienced and highly capable Senior Banking Operations Manager to lead their operations in Richmond, Virginia, US . This is a full-time, on-site position requiring dedicated presence in the Richmond office. You will oversee daily banking operations, ensuring efficiency, accuracy, and compliance with all regulatory requirements. Responsibilities include managing operational teams, developing and implementing process improvements, and mitigating operational risks. The ideal candidate will possess a strong background in banking operations, a comprehensive understanding of financial regulations, and proven leadership abilities. Experience with core banking systems, transaction processing, and customer service excellence is essential. You will play a critical role in enhancing operational workflows, managing departmental budgets, and fostering a culture of continuous improvement and high performance among your team. Strong analytical, problem-solving, and communication skills are required to effectively liaise with internal departments, external partners, and regulatory bodies. This role demands a proactive approach to identifying and addressing operational challenges, ensuring the smooth and secure functioning of all banking services. This is an excellent opportunity to take on significant responsibility within a respected banking organization.