Operations Specialist II - Reconciliation (Hybrid)

Overview

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.

The Reconciliation team is seeking to fill an Operations Specialist II role. We reconcile assigned GL and Bank accounts and serve the following departments: Card Ops, Cash & ATM Services, Deposit Ops, Digital Banking, Loan Ops, Merchant Ops, SBA and Risk Management Fraud. This position analyzes general ledger data and systems data to perform daily and monthly reconciliations, communicate analysis output to drive action/direct multiple departments to resolve outstanding items.

Facilitates processes and associate workflow while ensuring compliance with all applicable regulations and policies. Maintains records or systems crucial for business operations. Answers inquiries and resolves issues, updating department records or systems accordingly, in alignment with service standards and business goals. Assists in the identification of process inefficiencies or opportunities for improvement. May guide less experienced specialists on the team through knowledge in the area of work.

Responsibilities

• Service - Answers inbound communications to service accounts, fulfill requests, or address issues. Determines target needs and provides resolution while maintaining a high standard of service. Identifies appropriate course of action for more complex issues or disputes.
• Operational Support - Performs various operational tasks that occur during customer, vendor, and associate inquiries. Streamlines the workflow for other associates within the business unit through operational activities. Identifies and communicates process inefficiencies. May offer recommendations for process improvements.
• Documentation - Handles standard documentation associated with daily activities, which may include processing, reviewing, or distributing materials. Maintains and updates department records either physically or within a system.
• Business Proficiency - Provides knowledge in area of work. Reviews and maintains knowledge of any laws, regulations, and policies that affect specific job duties to produce work that is accurate, efficient, and compliant. Utilizes product, system, or process familiarity to resolve problems and handle customer requests. May offer guidance and direction to less experienced specialists through knowledge in area of work.

Qualifications

High School Diploma or GED and 2 years of experience in Financial Services or Operations Support

Additional Preferred Qualifications

• Basic accounting knowledge
• Experience and understanding of debits/credits
• Prior Reconciliation experience preferred
• Understanding of financial impact of operational processes
• Banking operations experience preferred
• Analytical/ problem solving skills
• Mid level excel experience (basic formulas, reporting etc)

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits