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Operations Specialist jobs at Frost Bank

- 25 jobs
  • Capital Markets Operations Associate

    Frost Bank 4.9company rating

    Operations specialist job at Frost Bank

    It's about taking care of people, our people. Are you known for your attention to detail and exceptional organizational skills? Do you like working in a behind the scenes environment and have a goal-oriented mindset? Do you enjoy researching and verifying information? If so, being a Capital Markets Operations Associate with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As a Capital Markets Operations Associate, you will be responsible for supporting the critical Safekeeping functions for Capital Markets by ensuring that transactions are processed accurately, promptly, and in compliance with Frost standards and legal requirements. In this role you analyze information on dealer trade allocations, prepare documentation of trade details, identify applicable accounts, and request new accounts as necessary to ensure the timely entry and reporting of trades. You welcome a challenge and strive to continuously improve processes with integrity, caring and excellence in mind. What you'll do: Maintain a high level of knowledge of Reconciliation, Disbursement, and Settlement Specialist responsibilities and provide back up or assistance as needed Analyze information on dealer trade allocations related to underwriting of municipal bonds, prepare documentation of trade details, identify applicable accounts, and build new accounts as necessary to ensure the timely entry and reporting of trades Monitor the daily settlement of trades through The Bank of New York and the Federal Reserve, proactively identifying and resolving potential trade failures and documenting trade instructions as necessary Monitor exceptions in asset servicing processes, including automated reconciliations of bond principal and interest payments and resolving discrepancies Maintain an expert level of knowledge of Frost's bond portfolio system; assisting with the documentation and testing of system issues and unusual transactions, and reviewing and updating system security information as necessary Ensure the proper functioning of internal controls related to the Investment Portfolio, Safekeeping, and Sales and Trading operations Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: 3+ years of experience in the financial services industry, preferably with a focus in operations; or equivalent education Knowledge of Reconciliation, Disbursement, and/or Settlement responsibilities Knowledge of the Securities Industry Strong attention to detail Customer service experience Excellent written and verbal communication skills Proficiency in Microsoft computer applications, specifically Excel Additional Preferred Skills: Bachelor's Degree Knowledge of municipal bond underwriting and/or fixed income securities operations Experience with DTCC products Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
    $21k-30k yearly est. Auto-Apply 7d ago
  • ServiceNow Platform Operations Specialist

    Bank of America 4.7company rating

    Plano, TX jobs

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The ServiceNow Platform Operations Specialist will have a leading role in maintaining the ServiceNow platform as defined by the Product teams. Our Operations team is responsible for level-2 end-user support, code migration/release support as well as production availability for over 10 ServiceNow instances. This role will provide hands on technical expertise to resolve service availability issues which includes coordinating cross team efforts to perform root cause analysis and problem resolution. You will work in a team environment to plan and implement software (or hardware) changes. We participate in various phases of the application lifecycle including plan, server build and software installation, release implementation, continuous improvement, and decommission. At these early stages of our ServiceNow deployment, sharing knowledge and developing a documentation library as a team will be essential to our success. This job is responsible for being the first point of contact for requests or service failure incidents and maintaining stability for a portfolio of applications. Key responsibilities include documenting or modifying knowledge, performing investigations, identifying incidents, mitigating impacts and engaging in triages, and working with technology teams to identify and resolve issues. Job expectations include following well defined Standard Operating Procedures (SOPs) and partnering with experts to improve service levels by proposing changes to monitoring, alerting, and configuration. Responsibilities: Maintain and support the ServiceNow platform while adhering to bank policies and standards. Manage ServiceNow code quality control processes and routine Lead and mentor a team of operations specialists assigned to work on ServiceNow Respond to incidents for application availability issues as part of on-call duties Respond to incidents/pages for application functional issues or questions as part of daily duties Use your technical knowledge to triage service availability issues and restore service Research and resolve system defects, lead root cause analysis, and drive permanent resolution Ensure appropriate monitoring is in place and maintained to ensure application availability Participate in software release implementation meetings Participate in and coordinate maintenance activities Prepare and maintain application support/process documentation Develop management jobs, automation routines, or deployment scripts Monitors and supports application components and infrastructure critical to the business, such as relevant technologies and dashboards, responds to alerts regarding production incidents, and resolves issues prior to customer service interruption Fulfills requests from users, operations, auditors, and regulators within service level agreements and drives operational excellence through process improvement and monitoring development efforts related to supported technologies Onboards monitoring tools and applications in access system(s) of record to research potential production incidents, meet user requirements and service changes, and identify and implement automation opportunities in partnership with architects and engineers Communicates status updates and technical details, such as infrastructure, application and client impact, and component points of failure to management, and provides reporting on environment and incident status in operational meetings Performs environment routing and cycling, implements splash pages, and liaises with development teams to design and configure auto provisioning, straight thru revocation (STR), and straight thru processing (STP) Manages aged revocation monitoring to identify and fix defects in applications and systems of record Prepares technical documentation and develops procedures for trouble shooting incidents in order to identify production failure scenarios, vulnerabilities, and improvement opportunities requiring escalations Required Qualifications: ServiceNow Certified System Administrator (CSA) certification, product micro certifications Proven experience as a administrator in highly regulated environments Experience in maintaining multiple ServiceNow environments Minimum of 5+ years of experience a ServiceNow development and engineering with emphasis on platform management Experience monitoring and maintaining ServiceNow products, supporting software engineering, maximizing data processing systems, building cloud-compatible services, and operating within an enterprise IT lifecycle Experience supporting ServiceNow integrations for security, risk, and compliance Experience with ServiceNow instance cloning and management Experience maintaining both Windows and Linux MID servers. Desired Qualifications: Bachelor's Degree in Technology or related field ServiceNow certified implementation specialist (CIS) ServiceNow certified application developer (CAD) Experience in financial institution information technology security, compliance with rules, regulations, and financial industry standards Experience leveraging MID servers for integration and automation Experience with ServiceNow Discovery and other Configuration Management Database (CMDB)population toolsets Skills: Adaptability Analytical Thinking Influence Production Support Risk Management Automation Collaboration Result Orientation Solution Delivery Process Business Acumen Stakeholder Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $30k-36k yearly est. Auto-Apply 26d ago
  • Master Data Hub Operations Specialist

    Bank of America Corporation 4.7company rating

    Plano, TX jobs

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Master Data Hub (MDH) Operations Specialist will have a leading role in maintaining the MDH platform as defined by the Product teams. Our Operations team is responsible for level 2 end user support, release support as well as production availability for over 10 ServiceNow instances & Remedy environments. This role will provide hands on technical expertise to resolve service availability issues which includes coordinating cross team efforts to perform root cause analysis and problem resolution. You will work in a team environment to plan and implement software (or hardware) changes. We participate in various phases of the application lifecycle including plan, server build and software installation, release implementation, continuous improvement, and decommission. As the support for MDH takes shape, sharing knowledge and developing a documentation library as a team will be essential to our success. This job is responsible for leading the planning, designing, and implementation of complex infrastructure solutions to meet deployment requirements aligned with available playbooks and technical blueprints. Key responsibilities include providing and communicating technology solutions across audiences and overseeing projects and activities related to special initiatives or operations. Job expectations include leading the resolution process for problems, adhering to defined practices and policies to obtain results, and establishing input/output processes and working parameters for systems. Responsibilities: * Maintain and support the MDH platform while adhering to bank policies and standards * Respond to incidents for application availability issues as part of on-call duties * Respond to incidents/pages for application functional issues or questions as part of daily duties * Use your technical knowledge to triage service availability issues and restore service * Research and resolve system defects, lead root cause analysis, and drive permanent resolution * Ensure appropriate monitoring is in place and maintained to ensure application availability * Participate in software release implementation meetings * Participate in and coordinate maintenance activities * Prepare and maintain application support/process documentation * Develop management jobs, automation routines, or deployment scripts * Fulfills requests from business users and operations, communicates technical status updates with appropriate teams, and oversees stability, resiliency, reliability, and the performance of multiple supported systems * Mentors other team members and provides technical leadership * Captures and translates business requirements into complex infrastructure and/or system design for specific implementations and collaborates with technology stakeholders, Solution Delivery Management teams, Technology Project Management teams, Solutions Engineering teams, and technical service providers for system design and deployment * Supports change implementations, proactively identifies and resolves potential issues resulting from the changes, and performs access and/or physical provisioning/deprovisioning (additions, modifications, and deletions) for infrastructure and applications * Provides consulting services to Core Technology Infrastructure (CTI) and technical partners, executes procedures reliably, and escalates appropriately to solve incidents quickly * Provides release support when needed and manages engagement across audiences * Provides full lifecycle management of the infrastructure and application environments Required Qualifications: * 5+ years of experience with application & end user support * Experience as an administrator in highly-regulated environments * Experience monitoring and maintaining applications, supporting software engineering, maximizing data processing systems, building cloud-compatible services, and operating within an enterprise IT lifecycle * Experience supporting application integrations for security, risk, and compliance * Willingness to provide after-hours support as needed Desired Qualifications: * Windows and Linux support * Experience in financial institution information technology security, compliance with rules, regulations, and financial industry standards * Experience with CMDB, ITAM, ITSM and Discovery processes Skills: * Innovative Thinking * Production Support * Result Orientation * Adaptability * Analytical Thinking * Collaboration * Influence * Solution Delivery Process * Stakeholder Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $30k-36k yearly est. 8d ago
  • ServiceNow Platform Operations Specialist

    Bank of America Corporation 4.7company rating

    Plano, TX jobs

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The ServiceNow Platform Operations Specialist will have a leading role in maintaining the ServiceNow platform as defined by the Product teams. Our Operations team is responsible for level-2 end-user support, code migration/release support as well as production availability for over 10 ServiceNow instances. This role will provide hands on technical expertise to resolve service availability issues which includes coordinating cross team efforts to perform root cause analysis and problem resolution. You will work in a team environment to plan and implement software (or hardware) changes. We participate in various phases of the application lifecycle including plan, server build and software installation, release implementation, continuous improvement, and decommission. At these early stages of our ServiceNow deployment, sharing knowledge and developing a documentation library as a team will be essential to our success. This job is responsible for being the first point of contact for requests or service failure incidents and maintaining stability for a portfolio of applications. Key responsibilities include documenting or modifying knowledge, performing investigations, identifying incidents, mitigating impacts and engaging in triages, and working with technology teams to identify and resolve issues. Job expectations include following well defined Standard Operating Procedures (SOPs) and partnering with experts to improve service levels by proposing changes to monitoring, alerting, and configuration. Responsibilities: * Maintain and support the ServiceNow platform while adhering to bank policies and standards. * Manage ServiceNow code quality control processes and routine * Lead and mentor a team of operations specialists assigned to work on ServiceNow * Respond to incidents for application availability issues as part of on-call duties * Respond to incidents/pages for application functional issues or questions as part of daily duties * Use your technical knowledge to triage service availability issues and restore service * Research and resolve system defects, lead root cause analysis, and drive permanent resolution * Ensure appropriate monitoring is in place and maintained to ensure application availability * Participate in software release implementation meetings * Participate in and coordinate maintenance activities * Prepare and maintain application support/process documentation * Develop management jobs, automation routines, or deployment scripts * Monitors and supports application components and infrastructure critical to the business, such as relevant technologies and dashboards, responds to alerts regarding production incidents, and resolves issues prior to customer service interruption * Fulfills requests from users, operations, auditors, and regulators within service level agreements and drives operational excellence through process improvement and monitoring development efforts related to supported technologies * Onboards monitoring tools and applications in access system(s) of record to research potential production incidents, meet user requirements and service changes, and identify and implement automation opportunities in partnership with architects and engineers * Communicates status updates and technical details, such as infrastructure, application and client impact, and component points of failure to management, and provides reporting on environment and incident status in operational meetings * Performs environment routing and cycling, implements splash pages, and liaises with development teams to design and configure auto provisioning, straight thru revocation (STR), and straight thru processing (STP) * Manages aged revocation monitoring to identify and fix defects in applications and systems of record * Prepares technical documentation and develops procedures for trouble shooting incidents in order to identify production failure scenarios, vulnerabilities, and improvement opportunities requiring escalations Required Qualifications: * ServiceNow Certified System Administrator (CSA) certification, product micro certifications * Proven experience as a administrator in highly regulated environments * Experience in maintaining multiple ServiceNow environments * Minimum of 5+ years of experience a ServiceNow development and engineering with emphasis on platform management * Experience monitoring and maintaining ServiceNow products, supporting software engineering, maximizing data processing systems, building cloud-compatible services, and operating within an enterprise IT lifecycle * Experience supporting ServiceNow integrations for security, risk, and compliance * Experience with ServiceNow instance cloning and management * Experience maintaining both Windows and Linux MID servers. Desired Qualifications: * Bachelor's Degree in Technology or related field * ServiceNow certified implementation specialist (CIS) * ServiceNow certified application developer (CAD) * Experience in financial institution information technology security, compliance with rules, regulations, and financial industry standards * Experience leveraging MID servers for integration and automation * Experience with ServiceNow Discovery and other Configuration Management Database (CMDB)population toolsets Skills: * Adaptability * Analytical Thinking * Influence * Production Support * Risk Management * Automation * Collaboration * Result Orientation * Solution Delivery Process * Business Acumen * Stakeholder Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $30k-36k yearly est. 15d ago
  • ServiceNow Platform Operations Specialist

    Bank of America 4.7company rating

    Plano, TX jobs

    Plano, Texas;Chandler, Arizona; Kennesaw, Georgia; Richmond, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** The **ServiceNow Platform Operations Specialist** will have a leading role in maintaining the ServiceNow platform as defined by the Product teams. Our Operations team is responsible for level-2 end-user support, code migration/release support as well as production availability for over 10 ServiceNow instances. This role will provide hands on technical expertise to resolve service availability issues which includes coordinating cross team efforts to perform root cause analysis and problem resolution. You will work in a team environment to plan and implement software (or hardware) changes. We participate in various phases of the application lifecycle including plan, server build and software installation, release implementation, continuous improvement, and decommission. At these early stages of our ServiceNow deployment, sharing knowledge and developing a documentation library as a team will be essential to our success. This job is responsible for being the first point of contact for requests or service failure incidents and maintaining stability for a portfolio of applications. Key responsibilities include documenting or modifying knowledge, performing investigations, identifying incidents, mitigating impacts and engaging in triages, and working with technology teams to identify and resolve issues. Job expectations include following well defined Standard Operating Procedures (SOPs) and partnering with experts to improve service levels by proposing changes to monitoring, alerting, and configuration. **Responsibilities:** + Maintain and support the ServiceNow platform while adhering to bank policies and standards. + Manage ServiceNow code quality control processes and routine + Lead and mentor a team of operations specialists assigned to work on ServiceNow + Respond to incidents for application availability issues as part of on-call duties + Respond to incidents/pages for application functional issues or questions as part of daily duties + Use your technical knowledge to triage service availability issues and restore service + Research and resolve system defects, lead root cause analysis, and drive permanent resolution + Ensure appropriate monitoring is in place and maintained to ensure application availability + Participate in software release implementation meetings + Participate in and coordinate maintenance activities + Prepare and maintain application support/process documentation + Develop management jobs, automation routines, or deployment scripts + Monitors and supports application components and infrastructure critical to the business, such as relevant technologies and dashboards, responds to alerts regarding production incidents, and resolves issues prior to customer service interruption + Fulfills requests from users, operations, auditors, and regulators within service level agreements and drives operational excellence through process improvement and monitoring development efforts related to supported technologies + Onboards monitoring tools and applications in access system(s) of record to research potential production incidents, meet user requirements and service changes, and identify and implement automation opportunities in partnership with architects and engineers + Communicates status updates and technical details, such as infrastructure, application and client impact, and component points of failure to management, and provides reporting on environment and incident status in operational meetings + Performs environment routing and cycling, implements splash pages, and liaises with development teams to design and configure auto provisioning, straight thru revocation (STR), and straight thru processing (STP) + Manages aged revocation monitoring to identify and fix defects in applications and systems of record + Prepares technical documentation and develops procedures for trouble shooting incidents in order to identify production failure scenarios, vulnerabilities, and improvement opportunities requiring escalations **Required Qualifications:** + ServiceNow Certified System Administrator (CSA) certification, product micro certifications + Proven experience as a administrator in highly regulated environments + Experience in maintaining multiple ServiceNow environments + Minimum of 5+ years of experience a ServiceNow development and engineering with emphasis on platform management + Experience monitoring and maintaining ServiceNow products, supporting software engineering, maximizing data processing systems, building cloud-compatible services, and operating within an enterprise IT lifecycle + Experience supporting ServiceNow integrations for security, risk, and compliance + Experience with ServiceNow instance cloning and management + Experience maintaining both Windows and Linux MID servers. **Desired Qualifications:** + Bachelor's Degree in Technology or related field + ServiceNow certified implementation specialist (CIS) + ServiceNow certified application developer (CAD) + Experience in financial institution information technology security, compliance with rules, regulations, and financial industry standards + Experience leveraging MID servers for integration and automation + Experience with ServiceNow Discovery and other Configuration Management Database (CMDB)population toolsets **Skills:** + Adaptability + Analytical Thinking + Influence + Production Support + Risk Management + Automation + Collaboration + Result Orientation + Solution Delivery Process + Business Acumen + Stakeholder Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $30k-36k yearly est. 60d+ ago
  • Technology Operations Specialist II

    Bank of America 4.7company rating

    Plano, TX jobs

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Position Summary: Looking for a resource that is able to develop sophisticated application monitoring that helps with detection and diagnosis of performance and availability issues of complex software applications. Application Performance Analysts on this team gather key performance indicators (KPIs), determine control limits for normal operation, and create traffic light health dashboards based on the information available Work with peer production support teams to accurately determine thresholds that will help fire off alerts that will notify teams of a problem proactively Take ownership of the timelines and accuracy of application performance indicators. Required Qualifications: 5+ years of experience working with IT support preferably creating monitoring dashboards/alerts using tools like Splunk, Application Performance Management Tools like Dynatrace. Experience with Programming languages Java/.NET Candidate must have excellent written and verbal communications skills. Ability to learn new technical skills quickly Manage multiple priorities Ability to communicate effectively across all levels Willingness to learn and adapt in a rapidly evolving environment Able to work independently or as a part of the team Desired Qualifications: Exposure to programming languages for any AI development is a bonus. Familiarity with other monitoring tools like Glassbox, Sitescope, Catchpoint is a plus Strong diagnostic and analytical abilities Metric tracking experience Able to create documentation College degree in Computer Science or Technical field Process Improvement experience Skills: Innovative Thinking Production Support Result Orientation Risk Management Solution Design Adaptability Analytical Thinking Collaboration Influence Solution Delivery Process Architecture Automation DevOps Practices Project Management Stakeholder Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Pennington - 1300 American Blvd - Hopewell Bldg 3 (NJ2130) Pay and benefits information Pay range$85,000.00 - $154,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $85k-154.3k yearly Auto-Apply 47d ago
  • Technology Operations Specialist

    Bank of America 4.7company rating

    Plano, TX jobs

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Position Summary: Technology Operations Specialist professional will get an opportunity to work on managing self service applications. Key responsibilities includes providing operational support, performing application releases, and deploying hotfixes or patches. They should be able to work as a team with other technical teams such as Networking, GIS, Server and/or DBA teams, etc. to analyze data, connectivity, to determine system failure point or root cause during outages. The ideal candidate must be self-motivated, proactive, attention to detail, with strong communication & analytical skills. Participate in Disaster Recovery and Resiliency Required Qualifications: Linux/Unix systems administration experience Experience with troubleshooting tools such as: GREP, Splunk (creating dashboard, monitoring alerts, queries), Dynatrace, etc. Ability to interact with customers and provide exceptional technical services. Ability to investigate and analyze systems logs from the infrastructure, work with vendors to analyze, and determine root cause. Desired Qualifications: Strong analytical skills/problem solving/conceptual thinking and troubleshooting skills. Excellent verbal and written communication skills; Effective communication and collaboration skills. Proven ability to work independently, multi-task and effectively work in a complex environment with a global team structure. Proven team player who can work comfortably in a large multicultural environment. Must be detail oriented and organized. Incident, Change, and Problem Management experience Knowledge of SQL and database queries a plus Knowledge of Java a plus. Job Description: This job is responsible for the planning, development, and implementation of infrastructure solutions to meet specific deployment requirements aligned with available playbooks and technical blueprints. Key responsibilities include providing and communicating technology solutions across audiences and participating in projects and activities related to special initiatives or operations. Job expectations include leading the resolution process for problems, adhering to defined practices and policies to obtain results, and establishing input/output processes and working parameters for systems. Responsibilities: Manages stability, resiliency, reliability, and performance of supported systems Fulfills requests from business users and operations and communicates technical status updates with appropriate teams Captures and translates business requirements into infrastructure and/or system design for specific implementations and collaborates with technology stakeholders, Solution Delivery Management teams, Technology Project Management teams, Solutions Engineering teams, and technical service providers for system design and deployment Supports change implementations, proactively identifies potential issues resulting from the changes, and performs access and/or physical provisioning/deprovisioning (additions, modifications, and deletions) for infrastructure and applications Provides consulting services to Core Technology Infrastructure (CTI) and technical partners, executes procedures reliably, and escalates appropriately to solve incidents quickly Provides release support when needed and manages engagement across audiences Provides full lifecycle management of the infrastructure and application environments Skills: Innovative Thinking Production Support Result Orientation Risk Management Solution Design Adaptability Analytical Thinking Collaboration Influence Solution Delivery Process Architecture Automation DevOps Practices Project Management Stakeholder Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Pennington - 1300 American Blvd - Hopewell Bldg 3 (NJ2130) Pay and benefits information Pay range$81,200.00 - $134,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $81.2k-134.3k yearly Auto-Apply 25d ago
  • Investments Customer Operations Associate II

    Frost Bank 4.9company rating

    Operations specialist job at Frost Bank

    It's about being real when people need you. Are you someone that loves to lend a hand to others and does so with a kind, approachable attitude? Are you passionate about finding solutions to problems and enjoy the freedom of making those decisions? Do you genuinely enjoy helping people and want to be a part of making their day better? If so, being an Investments Customer Operations Associate II might be the role for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As an Investments Customer Operations Associate II, you are our customers' first line of support in addressing their investments needs. In this role, you will respond to customer inquiries via phone, email, and chat in a timely and professional manner to ensure a positive customer experience. You will use your effective communication skills and analytical mindset identify, troubleshoot, and resolve customer issues. Our customer's love talking to real people located here in Texas and you will be a key asset in helping them with the assistance they need. You welcome a challenge and want to ensure every experience is next level. What you'll do: Respond to customer inquiries via phone, email, and chat in a timely and professional manner Troubleshoot and resolve complex customer issues, escalating as necessary to higher-level team members or managers Maintain accurate and up-to-date records of customer interactions and transactions Provide support and guidance to customers on the use of our products and services Identify and report any trends or patterns in customer complaints or issues to management Continuously strive to improve customer satisfaction and retention Mentor and train junior customer service representatives Collaborate with cross-functional teams to improve customer experience and internal processes Develop and implement customer service best practices and procedures Always take action using Integrity, Caring and Excellence to achieve all-win outcomes What you'll need: High school diploma or equivalent 2+ years of experience in customer service or support role Excellent written and verbal communication skills Proficiency in Microsoft computer applications Series 7 and 63 Licenses Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
    $21k-30k yearly est. Auto-Apply 55d ago
  • Senior Operations Specialist - Cash Management

    Wells Fargo 4.6company rating

    Irving, TX jobs

    About this role: Wells Fargo is seeking a Senior Operations Specialist for the Incoming Cash Management Team in Commercial Banking Operations. In this role, you will: * Partner with group managers to design and implement strategic data to meet group or company goals * Perform complex statistical analysis and applies analysis to initiatives that support business strategies * Process broad based technical and business knowledge to anticipate emerging issues * Recommend subsequent strategies and business directions * Manage or participate on large cross group projects * Make decisions on matters with some financial impact and risk * Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Required Qualifications: * 4+ years of Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Strong reporting and analytical skills with high attention to detail and accuracy * Excellent verbal, written, and interpersonal communication skills * Advanced Microsoft Office skills * Cash management or treasury management experience * Ability to work in a fast-paced collaborative work environment while managing competing priorities Job Expectations: * In Office 3 days a week with 8 hours in the office per day when onsite * Locations: 401 Las Colinas Blvd W Bldg B, IRVING, TX 75039 or 1525 W W T Harris Blvd., Charlotte, North Carolina 28262 Posting End Date: 8 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $89k-118k yearly est. 3d ago
  • Senior Operations Specialist - Cash Management

    Wells Fargo 4.6company rating

    Irving, TX jobs

    **About this role:** Wells Fargo is seeking a Senior Operations Specialist for the **Incoming Cash Management** Team in **Commercial Banking Operations** . **In this role, you will:** + Partner with group managers to design and implement strategic data to meet group or company goals + Perform complex statistical analysis and applies analysis to initiatives that support business strategies + Process broad based technical and business knowledge to anticipate emerging issues + Recommend subsequent strategies and business directions + Manage or participate on large cross group projects + Make decisions on matters with some financial impact and risk + Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals **Required Qualifications:** + 4+ years of Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Strong reporting and analytical skills with high attention to detail and accuracy + Excellent verbal, written, and interpersonal communication skills + Advanced Microsoft Office skills + Cash management or treasury management experience + Ability to work in a fast-paced collaborative work environment while managing competing priorities **Job Expectations:** + In Office 3 days a week with 8 hours in the office per day when onsite + Locations: 401 Las Colinas Blvd W Bldg B, IRVING, TX 75039 or 1525 W W T Harris Blvd., Charlotte, North Carolina 28262 **Posting End Date:** 8 Jan 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-510052
    $89k-118k yearly est. 3d ago
  • SR Business Control Specialist Technology Risk & Regulatory Officer

    Bank of America 4.7company rating

    Plano, TX jobs

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for driving and executing on internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF). Key responsibilities include providing analytical and administrative support for LOB or ECF specific processes and tools to drive adherence to enterprise-wide standards. Job expectations include monitoring and testing controls and implementing quality assurance and quality control processes within the LOB or ECF by evaluating data to help identify, track, and report issues and control improvements for remediation. Global Technology Risk & Regulatory Management is seeking a self starter who will drive Risk Management activities in support of a technology division, who is motivated, passionate, thrives in a fast-paced culture, balances priorities, drives delivery, flawless execution, and enjoys team successes. This role provides an opportunity to work with peers across CIO teams within Global Technology, as well as exposure to technology senior leaders. In this Technology role, the candidate will support a risk portfolio for designated Technology Executives by partnering with their teams to apply subject matter expertise to support a culture of risk identification, escalation and timely mitigation of compliance and operational risks. Candidate will be responsible to ensure they collect, analyze and report accurate data to help make informed decisions and solve problems analytically by applying a mixture of risk and technology expertise to support impact assessments, identify root causes in support of the technology control activities, and drive risk reduction for their portfolio. They will be support monitoring the health of issues through their lifecycle, including action plan development and validation through approval reviews for their designated portfolio. The role requires strong communication and the abiity to engage effectively with peers, senior internal and external constituents and stakeholders. Further the candidate must have the ability to drive collaboration with teammates across organizations (Technology, Operations, Audit, GCOR, GIS etc.) to identify opportunities to improve control and reduce risk. The candidate will support a variety of functions/routines to support a robust and sustainable risk culture across the technology team including adherence to enterprise-wide standards including but not limited to: CIO Key Risk Reviews (KRR), Issue Management routines, Risk Framework support, Quality Assurance support, Technology Risk Assessments and Exam Engagement support. Responsibilities: Oversees the design and effectiveness of the risk and control environment to support Client Operational Services and ensure adherence to enterprise-wide standards Supports the monitoring and testing of controls by evaluating data to identify issues and control improvements for remediation Implements optimized controls and enhanced Quality Assurance (QA) practices to support business continuity efforts Conducts and coordinates quality inspection reviews to enhance employee performance and control effectiveness Performs QA activities including executing on controls, managing cases, and reporting results Executes initiatives by identifying areas of potential testing automation, procedural updates, thematic trends, test script updates, and coaching opportunities to enhance QA program success Supports the overall management of and research required for regulatory exams, internal audits, and other monitoring and inspection reviews and evaluates data and information relevant to inspection metrics to support governance activities for dashboard reporting Required Qualifications: 3+ years of internal control, regulatory, audit, risk, compliance or relevant work experience within a financial services or technology organization Self-starter, organized, versatile, capable of performing work with minimal management oversight and ability to communicate in a clear and concise manner Problem solver who can manage through ambiguity Detail oriented with an ability to review documentation for accuracy and report on the status of risk reviews Proven ability to manage multiple and often competing priorities in a global and fast paced environment Ability to coordinate and drive execution of priorities and meet deadlines Intellectually curious and will research to understand complex issues and drive timely decisions, knowing when to engage others for additional input, and when to act independently Technology Domain Knowledge Facilitation and presentation skills Excellent knowledge of MS Office 365 products Desired Qualifications: Bachelor's degree and/or relevant work experience Prior operational risk or compliance experience in the technology arena Ability to work with technical and non-technical business owners Skills: Controls Management Issue Management Monitoring, Surveillance, and Testing Quality Assurance Risk Management Analytical Thinking Attention to Detail Critical Thinking Problem Solving Written Communications Decision Making Innovative Thinking Prioritization Recording/Organizing Information Research Shift: 1st shift (United States of America) Hours Per Week: 40
    $79k-118k yearly est. Auto-Apply 51d ago
  • Production Services Specialist II - DAIT consumer and Middleware Applications

    Bank of America 4.7company rating

    Plano, TX jobs

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing front-line support to end users, responding to issues related to incidents and problem management governance for multiple applications, and leading triage activities on all business impacting incidents. Key responsibilities include ensuring compliance with incident management and problem management policies and procedures, serving as a focal point for the customer, client, and associate experience, restoring complex production incidents under tight Service Level Agreements, and pursuing root cause and problem resolution follow ups. Responsibilities: Leads production support triage efforts, manages bridge line troubleshooting, engages in technical research, and escalates issues to leadership as needed Ensures all impacts are accurately recorded and documented in the system of record, oversees that documents and wikis are updated and available for use during triage, and supports the documentation of application flows, upstream/downstream impacts during outages, the customer experience, and contacts for support needs Identifies and/or validates business impacts through interpretation of monitors, dashboards, and logs to communicate with leadership and vendors Manages activities to identify incident root cause, resolution, preventative actions, and change requests, and reports on incident data quality Promotes and enforces production governance during triage/testing and identifies production failure scenarios, vulnerabilities, and opportunities for improvement Serves as a subject matter expert for applications within a portfolio, leveraging extensive knowledge of application functionalities and application flows Assesses and prioritizes research requests, ad hoc reports, and offline incidents at the direction of senior team members and delegates work as needed to team members and peers Reviews upcoming changes and the change runbooks(Detailed task steps) Executes the approved changes in production without any errors Supports ARC/DR/Data center Isolation exercises Must have excellent oral and written communication skills Work under minimal supervision and independently. Willing to work in shifts and on weekends on rotation basis. Identify opportunities for monitoring and automation Develop tools, dashboards, reports, alerts using various tools like Splunk, Dynatrace etc. to aid and improvise monitoring and day to day tasks to reduce resource overhead. Identify stability and risk items in Production, work with various teams to remediate and ensure production environment is stable, available, and resilient Required Qualifications Proven experience in L3 Production support or a related role. Experience in supporting Java/J2EE Web services based applications with high volume transactions. Experience in troubleshooting infrastructure level issues along with application interactions. Experience with Remedy, Service now, JIRA in creating/updating/closing incident tickets Experience in writing SQL statements for data analysis and identify data quality issues. Proficient in using tools ;like Excel, notepad++, and TOAD etc. Deep knowledge of Splunk and Dynatrace tools to quickly identify issues in production. Good knowledge of using Unix/Linux commands to login into servers, fetch logs, copy/delete files, run shell scripts. Strong Data analysis, analytical and problem-solving skills. Familiarity with incident and problem management processes. Excellent communication and interpersonal skills. Ability to work effectively independently and in a team environment Willingness and availability to provide weekend support on a rotational basis. Desired Qualifications Understanding DB Replication and Data Movement/sync up via ETL flows. Understanding of Webserver (WebSphere/Tomcat/JBOSS) and Application Server Fundamentals. Understanding of MQ and Kafka and messaging architectures. Understanding of Web Application Architectures. Understanding of REST and SOAP API web service protocols Skills: Adaptability Analytical Thinking Influence Production Support Risk Management Automation Collaboration Innovative Thinking Result Orientation Solution Design Business Acumen DevOps Practices Project Management Solution Delivery Process Stakeholder Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Pennington - 1300 American Blvd - Hopewell Bldg 3 (NJ2130) Pay and benefits information Pay range$73,600.00 - $143,400.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $31k-41k yearly est. Auto-Apply 60d+ ago
  • Transaction Management Ops Representative

    Bank of America 4.7company rating

    Dallas, TX jobs

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!: This job is responsible for standard transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support and providing quality service and operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and escalating complex issues to leadership to minimize risk. Responsibilities: Performs standard transaction processing and reconciliation according to the established written guidelines and procedures Responds to client inquiries via numerous channels to support operational efficiency and quality client service Performs basic research, follow-up and resolution of routine research requests Identifies potential issues in daily operational tasks and escalates risk concerns, as needed Provides general operational support including handling inbound calls, mail sorting, and mail distribution Skills: Attention to Detail Client and Business Focus Excellent Oral Communication Problem Solving Recording/Organizing Information Excellent Written Communication Account Management Analytical and Critical Thinking Prioritization Collaboration Research Result Orientation Financial Accounting Line of Business Job Description: Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, the Banking & Personal Retirement Operations teams execute manual operational processes and monitor automated processes to accurately move assets in and out of high net worth accounts such as the deposit and disbursement of funds from wire transfers, checks, and ACH while performing completeness, accuracy and risk assessments of transactions. Assets are investments or securities that have value and can be exchanged, owned, or sold to produce a profit or future benefits, for example cash, stocks and bonds, mutual funds, money markets, fixed incomes, and equities.After a client submits a request to set up the Bill Pay service, through internal business partners, the Private Bank Bill Pay team enters the payment accurately and timely into the system. Additionally, this team ensures the information in the request remains accurate in the system until it can be fulfilled and corrects any related errors or issues after the transaction is complete. These transaction management activities are performed when a request is received in a queue, shown in a report or when an internal partner notifies the team.Required Skills: 1+ years workflow management related experience PC skills (Excel a plus) Ability to make sound decisions, solve problems and exhibit a continuous improvement orientation Excellent analytical and critical thinking skills Strong interpersonal skills and extremely resourceful Strong verbal and written communication skills Proven ability to complete projects according to outlined scope and timeline Ability to efficiently multi-task with excellent time management Desired Skills: Adaptability Attention to Detail Business Operations Management Client and Business Focus Policies, Procedures, and Guidelines Management Collaboration Issue Management Organizational Effectiveness Prioritization Problem Solving Confronting Bias Self Starter This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs. Shift: 1st shift (United States of America) Hours Per Week: 40
    $32k-38k yearly est. Auto-Apply 44d ago
  • Branch Operations Coordinator, Brodie & Slaughter

    Wells Fargo 4.6company rating

    Austin, TX jobs

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Branch Operations Coordinator for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: * Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers * Complete operational activities while minimizing risks under established policies * Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization * Support the Branch manager in operational tasks and scheduling * Resolve issues related to daily operations of the teller line, under direction of regional banking management * Support customers and employees in resolving or escalating concerns or complaints * Receive guidance from managers and exercise judgment within defined policies and procedures * Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions * Identify information and services to meet customers financial needs * Motivate a diverse team to achieve full potential and meet established business objectives Required Qualifications: * 2+ years of customer service and issue resolution experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Ability to provide strong customer service while listening, eliciting information and comprehending customer issues * Ability to educate and connect customers to technology and share the value of mobile banking options * Ability to interact with integrity and professionalism with customers and employees * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Cash handling experience * Well-organized, independent and able to prioritize in a fast-paced environment * Ability to exercise judgment, raise questions to management, and adhere to policy guidelines * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting * Knowledge and understanding of retail compliance controls, risk management, and loss prevention * Motivate others to achieve full potential and meet established business objectives Job Expectations: * Ability to work a schedule that may include most Saturdays * This position is not eligible for Visa sponsorship Posting Location: * 9908 Brodie Ln, Austin, TX 78748 Posting End Date: 28 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $31k-38k yearly est. 7d ago
  • Branch Operations Coordinator at Memorial & Asbury

    Wells Fargo 4.6company rating

    Houston, TX jobs

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Branch Operations Coordinator for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: * Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers * Complete operational activities while minimizing risks under established policies * Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization * Support the Branch manager in operational tasks and scheduling * Resolve issues related to daily operations of the teller line, under direction of regional banking management * Support customers and employees in resolving or escalating concerns or complaints * Receive guidance from managers and exercise judgment within defined policies and procedures * Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions * Identify information and services to meet customers financial needs * Motivate a diverse team to achieve full potential and meet established business objectives Required Qualifications: * 2+ years of customer service and issue resolution experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Ability to provide strong customer service while listening, eliciting information and comprehending customer issues * Ability to educate and connect customers to technology and share the value of mobile banking options * Ability to interact with integrity and professionalism with customers and employees * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Cash handling experience * Well-organized, independent and able to prioritize in a fast-paced environment * Ability to exercise judgment, raise questions to management, and adhere to policy guidelines * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting * Knowledge and understanding of retail compliance controls, risk management, and loss prevention * Motivate others to achieve full potential and meet established business objectives Job Expectations: * Ability to work a schedule that may include most Saturdays * This position is not eligible for Visa sponsorship Posting Location: * 5650 Memorial Dr, Houston, TX 77007 Posting End Date: 30 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $31k-38k yearly est. 5d ago
  • Banking Center Operations Coordinator

    First Horizon 3.9company rating

    Dallas, TX jobs

    Provides supervision and support to the tellers to ensure that the staff provides maximum customer service in a professional manner. Monitor and train the transactional processing staff in supporting all bank marketing efforts and cross-sell products. Responsible for ensuring compliance of all policies and procedures affecting the day-to-day operations. Perform related duties as required to assist in achieving banking center goals. Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail environment, which include the duties and responsibilities described herein. ESSENTIAL DUTIES AND RESPONSIBILITIES Operational efficiency Oversee center cash operations including cashboxes, vault, ATM, and TCRs to ensure center cash is managed, balanced, and secured within the established limits following bank policy. Process client transactions accurately and efficiently and using sound judgment when providing approvals and overrides to safeguard against fraud and errors. Stay informed on operational updates and communicate critical policy, procedure, and compliance changes or alerts to the team. Manage access controls by ensuring proper dual control where applicable, and uphold secure handling of keys, combinations, and sensitive assets in accordance with bank procedures. Mitigate the bank's risk as outlined in the Compliance and risk management section below including assisting with cash audits and ensuring accurate record retention. Compliance and risk management Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Lead the Operational Performance of the banking center through maintaining control over key risk areas of the center, including tellers' difference, operational losses, and audit control procedures, resolution of out-of-balance conditions, compliance, and quarterly and annual audit functions. Ensure all audit and security policies and procedures are followed during open hours and at banking center opening and closing. Control the inventory of cash, Official Checks and Personal Money Orders through dual control. Client experience Lead the Client Experience efforts of the banking center, including delivering excellent client experiences consistently and promptly resolve client issues effectively. Ensure an excellent overall client experience by assisting clients with select service needs. Responsible for ensuring proper control and maximum efficiency in transactional processing. Provide transactional processing support in order to keep client wait times to a minimum. Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Sales and service Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. Explain product benefits, changes, restrictions, requirements, and any other relevant product information to clients, prospects, and associates. Team management Maintain workflow and handle scheduling the associates supporting financial transactions. Observe, coach, and lead the transactional processing team to ensure all strategic initiatives are executed effectively. Assist in evaluating employee performance and counseling when needed. Assist in determining and satisfying training needs and establish performance plans. Conduct meetings to develop a communication line to explain and institute new policies and to ensure continuous development of staff. Assist in conducting meetings to promote sales, product knowledge and client service Perform all other job related duties as assigned QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or GED required Bachelors degree preferred and 2-5 years of experience or equivalent combination of education and experience DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $32k-38k yearly est. 25d ago
  • Banking Center Operations Coordinator

    First Horizon Bank 3.9company rating

    Dallas, TX jobs

    Provides supervision and support to the tellers to ensure that the staff provides maximum customer service in a professional manner. Monitor and train the transactional processing staff in supporting all bank marketing efforts and cross-sell products. Responsible for ensuring compliance of all policies and procedures affecting the day-to-day operations. Perform related duties as required to assist in achieving banking center goals. Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail environment, which include the duties and responsibilities described herein. **ESSENTIAL DUTIES AND RESPONSIBILITIES** **Operational efficiency** + Oversee center cash operations including cashboxes, vault, ATM, and TCRs to ensure center cash is managed, balanced, and secured within the established limits following bank policy. + Process client transactions accurately and efficiently and using sound judgment when providing approvals and overrides to safeguard against fraud and errors. + Stay informed on operational updates and communicate critical policy, procedure, and compliance changes or alerts to the team. + Manage access controls by ensuring proper dual control where applicable, and uphold secure handling of keys, combinations, and sensitive assets in accordance with bank procedures. + Mitigate the bank's risk as outlined in the Compliance and risk management section below including assisting with cash audits and ensuring accurate record retention. **Compliance and risk management** + Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. + Lead the Operational Performance of the banking center through maintaining control over key risk areas of the center, including tellers' difference, operational losses, and audit control procedures, resolution of out-of-balance conditions, compliance, and quarterly and annual audit functions. + Ensure all audit and security policies and procedures are followed during open hours and at banking center opening and closing. + Control the inventory of cash, Official Checks and Personal Money Orders through dual control. **Client experience** + Lead the Client Experience efforts of the banking center, including delivering excellent client experiences consistently and promptly resolve client issues effectively. + Ensure an excellent overall client experience by assisting clients with select service needs. + Responsible for ensuring proper control and maximum efficiency in transactional processing. Provide transactional processing support in order to keep client wait times to a minimum. + Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. **Sales and service** + Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. + Explain product benefits, changes, restrictions, requirements, and any other relevant product information to clients, prospects, and associates. **Team management** + Maintain workflow and handle scheduling the associates supporting financial transactions. + Observe, coach, and lead the transactional processing team to ensure all strategic initiatives are executed effectively. + Assist in evaluating employee performance and counseling when needed. + Assist in determining and satisfying training needs and establish performance plans. + Conduct meetings to develop a communication line to explain and institute new policies and to ensure continuous development of staff. + Assist in conducting meetings to promote sales, product knowledge and client service Perform all other job related duties as assigned **QUALIFICATIONS** + To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: + High school diploma or GED required Bachelors degree preferred and 2-5 years of experience or equivalent combination of education and experience **DeGarmo Behavioral Assessment Requirement** + All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position + The assessment takes approximately 12-15 minutes to complete + Assessment results must be submitted prior to having your application evaluated by Talent Acquisition **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $32k-38k yearly est. 27d ago
  • Banking Center Operations Coordinator

    First Horizon Corp 3.9company rating

    Dallas, TX jobs

    Provides supervision and support to the tellers to ensure that the staff provides maximum customer service in a professional manner. Monitor and train the transactional processing staff in supporting all bank marketing efforts and cross-sell products. Responsible for ensuring compliance of all policies and procedures affecting the day-to-day operations. Perform related duties as required to assist in achieving banking center goals. Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail environment, which include the duties and responsibilities described herein. ESSENTIAL DUTIES AND RESPONSIBILITIES Operational efficiency * Oversee center cash operations including cashboxes, vault, ATM, and TCRs to ensure center cash is managed, balanced, and secured within the established limits following bank policy. * Process client transactions accurately and efficiently and using sound judgment when providing approvals and overrides to safeguard against fraud and errors. * Stay informed on operational updates and communicate critical policy, procedure, and compliance changes or alerts to the team. * Manage access controls by ensuring proper dual control where applicable, and uphold secure handling of keys, combinations, and sensitive assets in accordance with bank procedures. * Mitigate the bank's risk as outlined in the Compliance and risk management section below including assisting with cash audits and ensuring accurate record retention. Compliance and risk management * Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. * Lead the Operational Performance of the banking center through maintaining control over key risk areas of the center, including tellers' difference, operational losses, and audit control procedures, resolution of out-of-balance conditions, compliance, and quarterly and annual audit functions. * Ensure all audit and security policies and procedures are followed during open hours and at banking center opening and closing. * Control the inventory of cash, Official Checks and Personal Money Orders through dual control. Client experience * Lead the Client Experience efforts of the banking center, including delivering excellent client experiences consistently and promptly resolve client issues effectively. * Ensure an excellent overall client experience by assisting clients with select service needs. * Responsible for ensuring proper control and maximum efficiency in transactional processing. Provide transactional processing support in order to keep client wait times to a minimum. * Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Sales and service * Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. * Explain product benefits, changes, restrictions, requirements, and any other relevant product information to clients, prospects, and associates. Team management * Maintain workflow and handle scheduling the associates supporting financial transactions. * Observe, coach, and lead the transactional processing team to ensure all strategic initiatives are executed effectively. * Assist in evaluating employee performance and counseling when needed. * Assist in determining and satisfying training needs and establish performance plans. * Conduct meetings to develop a communication line to explain and institute new policies and to ensure continuous development of staff. * Assist in conducting meetings to promote sales, product knowledge and client service Perform all other job related duties as assigned QUALIFICATIONS * To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: * High school diploma or GED required Bachelors degree preferred and 2-5 years of experience or equivalent combination of education and experience DeGarmo Behavioral Assessment Requirement * All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position * The assessment takes approximately 12-15 minutes to complete * Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $32k-38k yearly est. 27d ago
  • Treasury Service Specialist

    UMB Bank 4.6company rating

    Plano, TX jobs

    As the **Treasury** **Service Specialist** will support and manage the day-to-day operations of the Commercial Bank servicing of treasury products, loans, and deposits by handling client requests while working hand in hand with internal teams, including implementations, treasury team, and banking officers. As the primary contact, you will be a vital part of the client's relationship to help deliver growth and opportunity by creating a trusting relationship. **How you will spend your time:** + Serve as primary point of contact for commercial clients via phone or email to support day-to-day servicing needs + Develop a relationship with the client proactively to identify solutions to problems and improve the client experience + Understand the client's expectations and needs to serve as the point person for all their treasury needs + Respond with a sense of urgency to all internal and external client calls, questions and/or concerns + Work in collaboration with the Relationship Team while setting clear expectations regarding deliverables and due dates + Ensure TUCE through quality service and coordination of client needs with other functions as needed and serve as liaison for client + Provide client point of contact for day-to-day Treasury Management needs, questions, research, etc. + Prepare and coordinate appropriate customer documentation including but not limited to, adding/deleting accounts, addition of new users, update of user profiles, and maintenance of existing users within UMB Direct + Assist clients with product solution needs and implement incremental new Treasury Management Products & Services for on time delivery through daily interactions + Manage resolution of client needs by identifying and coordinating appropriate bank resources by partnering with internal departments to ensure client needs are met and problems are followed through to resolution + Identify opportunities proactively for clients to self-serve; Will complete special projects and other duties as assigned. **We are excited to talk to you if:** + High school education or equivalent + 5+ years proven customer service experience OR any combination of education and experience that would provide an equivalent background preferably in banking or financial services + Excellent professional verbal and written communication skills + Flexibility and ability to multi-task in a fast-paced environment with quick turnaround requests + Strong organizational skills; Attention to detail + Effective time management skills, disciplined self-motivation, resolution based problem solving abilities + Ability to work independently as well as in team environments; Good interpersonal and networking skills to work with other internal areas + Knowledge and understanding of Cash Management products and services, including but not limited to, Online Banking platforms, ACH, Wire and Bank Operations **Compensation Range:** $56,890.00 - $109,270.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $31k-35k yearly est. 39d ago
  • Treasury Service Specialist

    UMB Bank 4.6company rating

    Fort Worth, TX jobs

    As the **Treasury** **Service Specialist** will support and manage the day-to-day operations of the Commercial Bank servicing of treasury products, loans, and deposits by handling client requests while working hand in hand with internal teams, including implementations, treasury team, and banking officers. As the primary contact, you will be a vital part of the client's relationship to help deliver growth and opportunity by creating a trusting relationship. **How you will spend your time:** + Serve as primary point of contact for commercial clients via phone or email to support day-to-day servicing needs + Develop a relationship with the client proactively to identify solutions to problems and improve the client experience + Understand the client's expectations and needs to serve as the point person for all their treasury needs + Respond with a sense of urgency to all internal and external client calls, questions and/or concerns + Work in collaboration with the Relationship Team while setting clear expectations regarding deliverables and due dates + Ensure TUCE through quality service and coordination of client needs with other functions as needed and serve as liaison for client + Provide client point of contact for day-to-day Treasury Management needs, questions, research, etc. + Prepare and coordinate appropriate customer documentation including but not limited to, adding/deleting accounts, addition of new users, update of user profiles, and maintenance of existing users within UMB Direct + Assist clients with product solution needs and implement incremental new Treasury Management Products & Services for on time delivery through daily interactions + Manage resolution of client needs by identifying and coordinating appropriate bank resources by partnering with internal departments to ensure client needs are met and problems are followed through to resolution + Identify opportunities proactively for clients to self-serve; Will complete special projects and other duties as assigned. **We are excited to talk to you if:** + High school education or equivalent + 5+ years proven customer service experience OR any combination of education and experience that would provide an equivalent background preferably in banking or financial services + Excellent professional verbal and written communication skills + Flexibility and ability to multi-task in a fast-paced environment with quick turnaround requests + Strong organizational skills; Attention to detail + Effective time management skills, disciplined self-motivation, resolution based problem solving abilities + Ability to work independently as well as in team environments; Good interpersonal and networking skills to work with other internal areas + Knowledge and understanding of Cash Management products and services, including but not limited to, Online Banking platforms, ACH, Wire and Bank Operations **Compensation Range:** $56,890.00 - $109,270.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $31k-35k yearly est. 39d ago

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