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Banking Operations Specialist
Banking Operations SpecialistVeterans Sourcing • Dallas, TX, US
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Banking Operations Specialist

Banking Operations Specialist

Veterans Sourcing • Dallas, TX, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Responsibilities

  • Support the creation, onboarding, and maintenance of accounts in accordance with policies and procedures.
  • Provide quality service and effective operational support to internal business partners and external clients.
  • Process, reconcile, and balance payments related to mortgages, vendors, and oil & gas clients.
  • Assist in training and mentoring less experienced team members.
  • Handle moderately complex issues and escalate when appropriate.
  • Develop subject matter expertise and support process improvements.

Required Skills
  • Strong problem-solving and decision-making skills.
  • Cooperative and professional work attitude with the ability to thrive in a team environment.
  • Strong organizational and follow-up skills.
  • Quick learner, able to build subject matter expertise quickly.

Desired Skills
  • Previous experience in Oil & Gas operations or relevant financial operations background.
  • Familiarity with wealth management or specialty asset operations.

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Banking Operations Specialist • Dallas, TX, US

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