Operations Associate II
About The Position
General Purpose The Operations Associate II is the second level position in the Alpine Bank Wealth Management Operations Associates series. The Operations Associate II performs moderately complex administrative functions related to processing transactions and account management. Essential Duties/Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Processes and reconciles daily income. Reviews, reconciles, and processes daily trade and money market settlements. Processes daily distributions, deposits, and internal transfers. Processes a variety of security and cash such as, but not limited to, Wires, ACH’s, checks, and other client related transactions, with minimal assistance. Trains staff on accounting functions. Gathers and organizes daily operational work. Reviews account opening documentation to ensure full on-boarding process. Assists with the research and resolution of issues. Regular and reliable on-site attendance is required as an essential function of this position. Performs other duties as assigned. Employees are held accountable for all duties of this job.
Requirements
- Ability to perform tasks independently.
- Proactive, analytical, and able to problem-solve and multi-task.
- Strong written and verbal communication skills.
- Proficient computer aptitude and research abilities.
- Advanced proficiency in Microsoft Word, Excel, PowerPoint, and internet research abilities.
- Organized, detail oriented, and able to prioritize multiple tasks and duties.
- Operate efficiently with a high degree of accuracy.
- Ability to work in a fast-paced environment.
- Ability to adhere to confidentiality practices and guidelines.
- High School Diploma or general education diploma (GED) equivalent required.
- At least 1 year of operations experience required.
Nice To Haves
- Prior banking experience preferred.
- Previous work in customer service is preferred.
- An equivalent combination of education and experience may be substituted on a year-to-year basis.
Responsibilities
- Processes and reconciles daily income.
- Reviews, reconciles, and processes daily trade and money market settlements.
- Processes daily distributions, deposits, and internal transfers.
- Processes a variety of security and cash such as, but not limited to, Wires, ACH’s, checks, and other client related transactions, with minimal assistance.
- Trains staff on accounting functions.
- Gathers and organizes daily operational work.
- Reviews account opening documentation to ensure full on-boarding process.
- Assists with the research and resolution of issues.
- Regular and reliable on-site attendance is required as an essential function of this position.
- Performs other duties as assigned.
- Employees are held accountable for all duties of this job.
Benefits
- For an overview of our employee benefits please visit: Alpine Bank Careers Page
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
