Operations Associate - Clearance and Settlement Specialist
D.A. Davidson 4.7
Operations associate job in Great Falls, MT
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Summary/Function:
The Clearance and Settlement Specialist is responsible for trade reconciliation, processing daily security trade settlements, reconciling securities, and money transactions. The qualified candidate will possess the ability to multi-task, have good organization skills, retain a proven track record of producing accurate work and display a keen attention for detail.
Qualifications
* High school diploma with three years related office experience.
* Basic knowledge of or willingness to learn securities clearing and settlement functions, financial products, and general accounting principles (debits and credits).
* Strong organizational skills and attention to detail
* Proficiency in digital literacy includes Microsoft Outlook, Word, and Excel
* Ability to follow department policies and procedures; maintain client confidentiality.
* Good communication skills, verbal and written.
* Demonstrated ability to work independently and complete assigned tasks and projects.
* Communicate in a clear and service-oriented manner; use appropriate, professional language to optimally exchange ideas and information.
* Ability to maintain regular, predictable attendance.
Duties:
* Process daily delivering and receiving trade settlements for institutional and retail accounts.
* Reconcile security positions and money transactions for all exchanges to ensure accurate posting of securities transactions for settlement.
* Maintain collateral with financial institutions as needed to ensure the proper levels are met to facilitate settlement of trades.
* Compile the preliminary and final settlement figures daily.
* Work in partnership with front office sales and trading in managing settlement fails; instituting process changes to improve efficiency and productivity.
* Process stock/loan borrow transactions.
* Review trade and settlement reports to ensure accurate information.
* Maintain policy and procedure manuals for department.
* Provide Operational Support to the Municipal Bond Underwriting department
* Physical inventory count of financial securities
* Perform other duties as assigned.
What we offer:
* Competitive salary plus excellent benefits and perks including, but not limited to:
* Company 401(k)and ESOP contribution
* Generous sick, vacation, and maternity/parental leave
* Paid holidays
* Professional Development Opportunities
* Discounted personal insurance including home, auto and recreational vehicles
* Charitable gift-matching program
* Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.
D.A. Davidson has been in business for over 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$68k-108k yearly est. 7d ago
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Associate, Prime Operations
Coinbase 4.2
Operations associate job in Helena, MT
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
*Team/ Role Paragraph:*
Liquifi is Coinbase's token management platform powering end-to-end token launches, distributions, vesting schedules, and compliance for crypto-native teams, protocol foundations, and token issuers. We work hand-in-hand with our Coinbase Prime custody and trading platforms to provide the most secure, compliant, and efficient way to manage the token lifecycle.
The Liquifi Operations team is the execution engine that makes these launches possible, ensuring stakeholders get their tokens on time, in compliance, and without error.
As an OperationsAssociate, you will be a critical link between our customers and our platform's core functions. You'll serve as the primary operational point of contact for our clients, handling everything from initial onboarding to troubleshooting complex issues. While you'll manage incoming requests from account administrators (B2B) and token recipients (B2C), your role goes beyond traditional support. You will conduct in-depth investigations into on-chain and platform-level issues, partnering directly with our Engineering and Product teams to diagnose root causes and drive permanent solutions.
Through this work, you'll become a trusted subject matter expert on token distributions and custody workflows, helping to streamline operational processes and build a best-in-class client experience. This is a highly cross-functional role requiring precision, ownership, and a deep curiosity for both on-chain and custodial workflows.
*What you'll be doing:*
* Serve as the first point of contact for clients on all operational issues, providing responsive Tier 1 support and owning the full lifecycle of an issue from initial triage through to resolution.
* Partner directly with Engineering to troubleshoot and resolve complex on-chain and platform-level issues, providing clear, concise analysis to accelerate resolution.
* Assist in the execution of core token events, including vesting releases and distributions, ensuring accuracy and timeliness.
* Lead the operational onboarding for new clients, ensuring a seamless setup and providing expert guidance on platform workflows.
* Proactively identify opportunities for process improvement, converting recurring support requests into scalable, self-serve documentation and improved operational runbooks.
*What we look for in you:*
* 3+ years of relevant experience in a high-stakes operational, technical support, or client-facing role within crypto, fintech, or capital markets.
* A systems-level thinker: You don't just resolve the issue at hand; you instinctively look for root causes, patterns, and opportunities to build more scalable, efficient processes for the future.
* Strong foundational understanding of blockchain transactions, wallets (custodial and non-custodial), and key Web3 concepts.
* Proven ability to execute with precision and a high degree of ownership, especially under tight timelines.
* Proficiency with support/CRM tooling (e.g., Zendesk, Salesforce Service Cloud).
* Demonstrated experience protecting user privacy and handling confidential information.
* Excellent de-escalation skills and the ability to build trust with frustrated users.
* Precise and efficient written and verbal communication, capable of translating technical findings to both client and engineering audiences.
* Cognitive tenacity when dealing with uncertainty and a natural curiosity for solving complex problems.
* Bias for action, a natural sense of urgency, and the capacity to adhere to SLAs.
* Experience creating support playbooks or standard operating procedures (SOPs).
*Nice to haves:*
* Experience using/training AI chatbots for support teams
* Experience with Coinbase Prime or similar institutional custody platforms.
* Experience in a compliant/regulated work environment.
* B2B onboarding/implementation experience.
* Understanding of tokenomics, token vesting schedules, or smart contract-based distributions.
* Data analysis skills (SQL is a plus).
* In-depth knowledge of blockchain ecosystems beyond Ethereum
Job #: P72785
*Location*: US, remote-first (listing may say NY, anywhere in US is suitable)
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)).
Pay Range:
$108,630-$127,800 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations***********************************
*Global Data Privacy Notice for Job Candidates and Applicants*
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required.
*AI Disclosure*
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com
$108.6k-127.8k yearly 60d+ ago
Operations Coordinator (Kalispell, MT, US, 59901)
UGI Corp 4.7
Operations associate job in Kalispell, MT
When you work for AmeriGas, you become a part of something BIG! Founded in 1959, AmeriGas is the nation's premier propane company, serving over 1.5 million residential, commercial, industrial and motor fuel propane customers. Together, over 6,500 dedicated professionals will deliver over 1 billion gallons of propane from 1,800+ distribution points across the United States.
Applications for this position will be accepted until 02/07/2026.
Posting
Job Summary (Purpose):
The Operations Coordinator supports field operations performing a variety of administrative and operational duties for their assigned locations. Responsibilities may include inventory duties, processing procurement transactions, assisting Customer Experience Advocates, handling the permit process and other duties in support of operations as necessary.
Key Characteristics:
* Strong attention to detail and the ability to work with a large degree of accuracy
* Demonstrates high professional and personal standards; handles confidential information appropriately
Duties and Responsibilities:
* Acts as an administrative liaison with the area operations coordinator as necessary
* Is responsible for entering inventory counts (propane, bobtails, appliances and other assets) into SAP as well as recording inventory transfers
* Assists external customer experience advocates by retrieving information and documents as needed from the location's files
* Responsible for picking up permits from the township, county or local office for assigned districts
* Processes the ordering and receiving of goods for the district such as office supplies, parts and fittings, uniforms, appliances etc. for all locations in the Area.
* Responsible for handling the mail for the assigned locations
* May perform a variety of operational duties to contribute to the success of the operation
* Other duties as needed
Knowledge, Skills and Abilities:
* Ability to multi-task across multiple locations
* Strong organizational skills
* Excellent interpersonal skills
* Proficient in Microsoft Office products
Education and Experience Required:
* High School diploma required
* 2 years' experience in an office setting required
AmeriGas Propane, Inc. is an Equal Opportunity Employer. The Company does not discriminate on the basis of race, color, sex, national origin, disability, age, gender identity, sexual orientation, veteran status, or any other legally protected class in its practices.
AmeriGas is a Drug Free Workplace. Candidates must be willing to submit to a pre-employment drug screen and a criminal background check. Successful applicants shall be required to pass a pre-employment drug screen as a condition of employment, and if hired, shall be subject to substance abuse testing in accordance with AmeriGas policies. As a federal contractor that engages in safety-sensitive work, AmeriGas cannot permit employees in certain positions to use medical marijuana, even if prescribed by an authorized physician. Similarly, applicants for such positions who are actively using medical marijuana may be denied hire on that basis.
The pay for this position ranges from $37,500.00 to 61,600.00, depending on circumstances including an applicant's skills and qualifications, certain degrees and certifications, prior job experience, market data, and other relevant factors. Additional compensation may include eligibility to earn a performance-based bonus or commissions on completed sales depending on position.
This is the Company's good faith and reasonable estimate of the range of compensation for this position as of the time of posting. The Company offers a wide array of comprehensive benefit programs and services including medical, dental, vision, flexible spending and health savings accounts to our benefits-eligible employees. Additional benefits include retirement savings plans like 401(k) and paid days off such as parental leave, military leave, vacation/paid time off, sick leave in compliance with state law, as applicable, paid holidays, and disability coverage. Some benefits offerings are subject to any legal requirements or limitations, employee eligibility status, and where the employee lives and/or works.
$37.5k-61.6k yearly 8d ago
2026 MSGA Tournament Operations P.J. Boatwright Jr. Internship
USGA
Operations associate job in Montana
MSGA Tournament Operations 2026 P.J. Boatwright Jr. Internship Length of Internship: 3 to 6 months, depending on candidate schedule. Location of Internship and Travel: The Montana State Golf Association (MSGA) has offices in Helena and Missoula, Montana. Interns will have the opportunity to work in-office and in a remote office environment. The MSGA conducts eight championships and 20 one-day qualifiers across the state of Montana. The Tournament Operations intern shall be expected to travel and attend these events during the summer unless a pre-approved absence is provided by organizational leadership.
About the Internship: In 1991, the United States Golf Association (USGA) established the P.J. Boatwright Jr. Internship Program. This program is designed to give experience to individuals who are interested in pursuing a career in golf administration, while assisting state and regional golf associations in the promotion of amateur golf, on a short-term, entry level basis. Interns are not required to be enrolled in higher education institutions as long as they are available to perform the duties and adhere to the association's intern timeline.
About the Montana State Golf Association: The MSGA is a 501(c)(3) not-for-profit organization. Founded in 1917, the MSGA's purpose is to serve the game of golf in Montana. More specifically, the MSGA promotes, protects and grows the game of golf in Montana by providing amateur competitions, educational opportunities, technical support and benefits to golfers and golf clubs across the state of Montana.
Internship Description and Duties: The MSGA with support from the USGA offers well-rounded internships to encourage interested individuals in acquiring a broad, valuable educational experience in golf administration. The principal duties of the internship are listed below:
Assist with championships, qualifiers and one-day tournaments (Senior Tour, Junior Qualifiers). Tournament administration tasks will take place in and out of the office, including travel to MSGA sites.
Assist with tournament administration while expanding knowledge of course marking, course set and rules of golf.
Assist in preparation and organization of event documents, tee sheets, and scorecards for each event.
On-course tournament duties include starting, scoring, pace of play, Rules of Golf assistance and or volunteer management.
Tournament communications which include providing tournament updates in conjunction with MSGA staff to help with writing stories/recaps; social media and website posting; research, fact checking and distributing timely information to competitors.
Assist with other MSGA member initiatives.
Opportunities to assist with course ratings, venue write-ups etc.
Each candidate will bring diverse interests and backgrounds. The MSGA is committed to providing a well-rounded experience and offers opportunities to allow interns to focus in areas of interest beyond the listed duties to ensure a valuable experience.
Internship Expectations, Requirements and Eligibility:
Intern will report to MSGA executive staff in office or remote office settings.
Willingness to travel throughout the state of Montana and work early mornings and late evenings during applicable tournaments. Some weekend work will be required during tournaments.
Commitment to representing the MSGA in a professional and courteous manner.
Proficiency with technology is a plus (Microsoft Office Suite, database software, social media platforms etc.) willingness to learn new software where applicable.
Interest in learning about various aspects of golf is a must. Prior golf playing background is not required.
USGA employees and relatives, USGA committee members or relatives are not eligible.
PGA professionals/apprentices are not eligible.
Required Application Materials: All candidates must submit one document (preferably PDF) with resume, cover letter and up to three professional references.
FAQ: Initial review of applications will begin February 1, 2026. Applications will be reviewed on a rolling basis, and qualified candidates will be contacted about virtual interviews. Please apply by February 1, 2026 for priority consideration.
The MSGA does not provide housing.
This is a paid internship with an hourly rate (depending on experience). All work travel expenses are covered or reimbursed.
Please email application materials to *****************
Questions: Please direct any questions to *****************
$29k-37k yearly est. Easy Apply 7d ago
Business Operations Specialist
Jeppesen 4.8
Operations associate job in Helena, MT
Company:
The Boeing Company
The Boeing Helena Business Operations organization is seeking an experienced WAMC level 3 team member to lead the Management Information System activities and as well as project manage multiple initiatives, track budgets, schedules and performance metrics. This position provides daily updates to executive and senior management in the form of verbal presentations, progress reports, project summaries, and other related documents.
Position Responsibilities:
Assists in the development and integration of programs, plans, strategies and processes
Manage projects and strategic initiatives associated with the Boeing Helena site.
Provides frequent, clear, and concise communication to leadership within and external to the Boeing Helena site.
Supports the coordination and clarifies the analysis with business partners to validate results and determine scope to meet long range business goals.
Coordinates the commitments with internal and external organizations to fulfill strategies.
Support organizational leaders in the development and implementation of plans and objectives (e.g. long-range plans, organizational goals) that meet requirements and performance with internal and external stakeholders.
Gather complex data by researching and integrating from multiple sources to compile and create distinct content for executive/management reviews which effectively affect performance.
Coordinate and perform a variety of business support services or tasks as the primary organization representative. Able to do so under quick timelines.
Provide support or own special projects as needed which vary in size, scope, duration.
Participate in and support the development, planning and execution for organizational engagement initiatives such as employee survey action planning; all-team meetings; award programs; employee recognition; safety activities; tours; open houses, etc.
Provides coaching and mentorship to less experienced personnel.
Advise and partner with executive leadership to define and implement a robust organizational management system and operating rhythm. Continually assess and improve structure as organizational or business needs evolve.
Develop and continuously optimize overall meeting architecture. Work with leadership to determine purpose and value add for meeting structure and content.
Develop and coordinate executive-level briefings utilizing appropriate technologies.
Leverage Microsoft Office software (SharePoint, Teams, Excel, and server administration) to optimize information management and execution.
Creates organizational processes and templates that sets consistent direction and action ‘down and across' the team. Leverage software (Teams, Word, PowerPoint, SharePoint, or internal Boeing tools) to implement processes in a standard and effective fashion.
Facilitate and run team meetings (both in-person and virtually) for a global audience.
Plans and execute all logistics for internal/external events inclusive of all-team meetings, workshops, conferences, leadership and site events.
This position is expected to be 100% onsite. The selected candidate will be required to work onsite at Boeing Helena.
Basic Qualifications (Required Skills/Experience):
Experience using Microsoft Office (M365) Suite: Word, Excel, PowerPoint, SharePoint, and Outlook.
Analytical Experience inclusive of organizing & analyzing data; summarizing findings; and developing recommendations.
Experience in facilitating meetings or workshops which vary in size.
Experience in building presentation decks that include data and visually appealing graphics.
Experience in supporting an executive-level business partner.
Experience in defining and managing an organizational operating rhythm
Preferred Qualifications (Desired Skills/Experience):
Education/experience typically acquired through advanced education (e.g. Bachelor) and typically 6 or more years' related work experience or an equivalent combination of education and experience (e.g. Master+4 years' related work experience, 10 years' related work experience, etc.).
Prior Business Operations experience
Ability to clearly communicate at the Senior Executive Level.
Demonstrated experience in planning, leading, and executing on projects.
Prior experience working in large, complex, and global companies.
Strong interpersonal and communication skills - both down and out.
Ability to demonstrate continuous improvement mindset.
Self-starter, accountable, and strong bias for action.
Ability to take problems, create solutions, and execute to deliver customer value.
Drug Free Workplace:
Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies.
Pay & Benefits:
At Boeing, we strive to deliver a Total Rewards package that will attract, engage, and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities.
The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work.
The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
Pay is based upon candidate experience and qualifications, as well as market and business considerations.
Summary pay range: $90,000 - $97,000
Language Requirements:
Not Applicable
Education:
Not Applicable
Relocation:
This position offers relocation based on candidate eligibility.
Export Control Requirement:
This position must meet U.S. export control compliance requirements. To meet U.S. export control compliance requirements, a “U.S. Person” as defined by 22 C.F.R. §120.62 is required. “U.S. Person” includes U.S. Citizen, U.S. National, lawful permanent resident, refugee, or asylee.
Safety Sensitive:
This is not a Safety Sensitive Position.
Security Clearance:
This position does not require a Security Clearance.
Visa Sponsorship:
Employer will not sponsor applicants for employment visa status.
Contingent Upon Award Program
This position is not contingent upon program award
Shift:
Shift 1 (United States of America)
Stay safe from recruitment fraud! The only way to apply for a position at Boeing is via our Careers website. Learn how to protect yourself from recruitment fraud - Recruitment Fraud Warning
Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.
EEO is the law
Boeing EEO Policy
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$90k-97k yearly Auto-Apply 6d ago
Research Program Operations Specialist (International Health) - #Staff
Johns Hopkins University 4.4
Operations associate job in Rocky Boy West, MT
The Center for Indigenous Health (CIH), part of The Johns Hopkins Bloomberg School of Public Health is seeking a **_Research Program Operations Specialist_** . The Research Program Operations Specialist is responsible for administrative oversight and day-to-day coordination of research-related activities. This position assists with all aspects of programmatic and administrative support for research operations. Will be responsible for the management of various projects, working closely with investigators and staff. Responsibilities are research-based and require integration with program operations.
**Specific Duties & Responsibilities**
+ Assist in preparing grant applications, study protocols, and study-related documents.
+ Prepare, submit and track protocols, amendments, and related documents relevant to appropriate Institutional Review Boards, DSMB, and other oversight groups
+ Design and prepare study operations manuals, case report forms, and data entry instruments for research projects.
+ Oversee research program implementation, timelines, goals and conduct of related tasks.
+ Conduct meetings and monitor progression toward goals.
+ Track project deliverables and provide status updates.
+ Oversee and coordinate data management and assigned data analysis.
+ Assist faculty and/or staff prepare abstracts and presentations related to research projects.
+ Prepare annual progress reports for sponsors and IRBs.
+ Manage communications platforms related to the research.
+ Contribute to work plans, reports, and budgets.
+ Maintain ongoing communication with team members in all locations.
+ Triage issues that require input of investigators and other committees to ensure efficient resolution.
+ Identify needs and coordinate required resources, e.g. human, social, financial, etc.
+ Establish an appropriate flow of information and materials between various stakeholders.
+ Ensure timely accomplishment of project tasks and goals with high quality.
+ Provide oversight of budget expenditures and track project funds together with the Principal Investigator and finance staff.
+ Other duties as assigned.
_In addition to the duties described above_
+ Coordinates community-based public health research, including cultural summer camps, focus groups, advisory meetings, and direct engagement with Elders.
+ Conduct qualitative coding and analysis of datasets
+ Live in Montana and be willing to travel to the Rocky Boy Agency area.
+ Weekend and evening hours may be required, as needed for events, research activities, and travel.
**Minimum Qualifications**
+ Bachelor's Degree in a related field.
+ Two years of related experience.
+ Additional education may substitute for required experience and additional related experience may substitute for required education beyond a high school diploma/graduation equivalent, to the extent permitted by the JHU equivalency formula.
**Preferred Qualifications**
+ Master's Degree in a related field
**Technical Skills & Expected Level of Proficiency:**
+ Budget Management - Awareness
+ Data Management and Analysis - Awareness
+ Grant Proposal Preparation - Awareness
+ Oral and Written Communications - Awareness
+ Organizational Skills - Awareness
+ Project Management - Awareness
+ Regulatory Compliance - Awareness
+ Resource Management - Awareness
_The core technical skills listed are most essential; additional technical skills may be required based on specific division or department needs._
Classified Title: Research Program Operations Specialist
Role/Level/Range: ACRP/03/MC
Starting Salary Range: $48,000 - $84,100 Annually (Commensurate w/exp.)
Employee group: Full Time
Schedule: Monday to Friday: 8:30am - 5:00pm
FLSA Status: Exempt
Location: Remote
Department name: Center for Indigenous Health
Personnel area: School of Public Health
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, or status as a protected veteran.
$48k-84.1k yearly 28d ago
Quality Operations Specialist
Welbehealth
Operations associate job in Helena, MT
WelbeHealth PACE helps seniors stay in their homes and communities by providing medical care and community-based services. We believe in going the extra mile and aim to make a genuine difference in our participants' lives. Under the supervision of the Quality Operations Director (QOD), the Quality Operations Specialist is accountable for the maintenance and oversight of the WelbeHealth Quality Operations (QO) program. This role monitors staff compliance with state and federal regulations and WelbeHealth policies and procedures, as well as coordinates WelbeHealth audits
**Essential Job Duties:**
+ Collaborate with the QOD on the development of Quality Improvement (QI) Program initiatives and priorities
+ Serve as a primary resource for QO Coordinators to ensure accurate application of quality policies and procedures
+ Coordinate messaging for the QO team, including maintenance of email inboxes and other communication platforms
+ Collect, analyze, and generate reports for regulatory QO department data including that specified in the QI plan, HPMS, and required by state and federal regulations
+ Assist with auditing and ensuring timely completion of all regulatory requirements
+ Gather universe data elements for PACE and mock audits, and support data requests during audits
+ Complete investigations and notifications, along with the grievances, appeals, and HPMS processes as needed
**Job Requirements:**
+ Bachelor's degree in a relevant field; master's degree in relevant field preferred; professional experience of five (5) years may be substituted
+ Minimum of two (2) years of work experience in QI in a healthcare setting
+ Experience and knowledge of healthcare compliance, including PACE-specific program compliance; PACE experience is highly desired
+ Experience with managing data and conducting analyses using productivity suite software, including complex spreadsheets
+ Extensive Microsoft Office Suite, Smartsheet, and Health Information Management experience
+ Highly motivated, self-directed, able to execute tasks in a quickly changing environment, and able to make sound decisions in emergency situations
**Benefits of Working at WelbeHealth:** Apply your expertise in new ways as we rapidly expand. You will have the opportunity to design the way we work in the context of an encouraging and loving environment where every person feels uniquely cared for.
+ Standard business working hours
+ Full medical, dental, and vision insurance, beginning day one
+ Work/life balance - we mean it! 17 days of personal time off (PTO), 12 holidays observed annually, and 6 sick days
+ And additional benefits
Salary/Wage base range for this role is $68,640 - $89,535 / year + Bonus. WelbeHealth offers competitive total rewards package that includes, 401k match, healthcare coverage and a broad range of other benefits. Actual pay will be adjusted based on experience and other qualifications.
Compensation
$68,640-$89,535 USD
**COVID-19 Vaccination Policy**
At WelbeHealth, our mission is to unlock the full potential of our vulnerable seniors. In this spirit, please note that we have a vaccination policy for all our employees and proof of vaccination, or a vaccine declination form will be required prior to employment. WelbeHealth maintains required infection control and PPE standards and has requirements relevant to all team members regarding vaccinations.
**Our Commitment to Diversity, Equity and Inclusion**
At WelbeHealth, we embrace and cherish the diversity of our team members, and we're committed to building a culture of inclusion and belonging. We're proud to be an equal opportunity employer. People seeking employment at WelbeHealth are considered without regard to race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), pregnancy or other status protected by applicable law.
**Beware of Scams**
Please ensure your application is being submitted through a WelbeHealth sponsored site only. Our emails will come from @welbehealth.com email addresses. You will never be asked to purchase your own employment equipment. You can report suspected scam activity to ****************************
$68.6k-89.5k yearly Easy Apply 7d ago
Operations Intern
Zoot Enterprises, Inc. 3.7
Operations associate job in Bozeman, MT
from April - August 2026. The Operations Intern at Zoot plays a pivotal role in developing, tracking, and assisting the execution of a unified operations strategy that aligns with Zoot's Corporate Strategic Plan and annual goals. Reporting to the COO, the Operations Intern will be responsible for developing, tracking and balancing meeting cadence, agendas, and content; managing, tracking, and maintaining the COP; assisting with collaboration and coordination across functional teams; developing and managing executive communication (internal and external); managing expense reporting and approvals; tracking and maintaining the COO's calendar, cadence, and task priorities; assisting the Lead Operations Officer with cross-functional operations and strategy development, tracking, and management.
For over 30 years, Zoot Enterprises has been a global provider of advanced origination, acquisition, and decision management solutions. Our customer-centric tools and services enable Zoot's clients to add value and differentiation, while providing nimble, scalable solutions for specific business objectives. Zoot provides a cloud based, secure processing environment. We offer tailored data driven decisioning technology solutions that empower our clients to streamline processes, increase flexibility and efficiency, accelerate growth, while accessing hundreds of cutting-edge data sources to help reduce risk.
Essential Job Functions
* Assist in the development and management of Zoot's meeting cadence to include agendas, notes, KPI and deliverables tracking, reporting processes, and meeting management.
* Assist in the development of the COP that brings together operational strategy, product roadmaps, project status, and the overall Zoot strategic plan.
* Assist in identifying and developing process improvements across all of Zoot's operations.
* Manage expense reporting and assist in developing reporting processes, trends analysis, KPIs, and gap analysis to increase Zoot's effectiveness across all functional areas.
* Assist in the management of the COO's personal and professional schedules including making travel arrangements and organizing complex activities and events.
* Handle confidential and non-routine information, including managing COO email communications.
* Develop executive level communication for internal and external stakeholders to include email, memorandum, briefs, pitches, and company-wide presentations.
* Assist COO in serving as an executive contact for client relationships at any point.
* Compliance with and knowledge of Zoot's Policies and Procedures, Code of Business Conduct, and Employee Agreement.
* Work independently on special, non-recurring and ongoing projects which may include planning and coordinating multiple schedules.
* Other duties as assigned - it is understood that this list of major duties and responsibilities is not an all-inclusive list and that other duties and responsibilities, which may include helping others in the same or different departments, may be assigned by supervision.
Core Competencies Required
Job Specific:
* Business Acumen - Understands how Zoot generates revenue and what drives expenses; knowledgeable in current policies, practices, trends, technology, and other information that affects Zoot as a business; understands or anticipates how changes could impact the business; ability to understand and cope with different business situations (e.g. financial, marketing, sales, operations, personnel).
* Communication (Manager/Leader) - Creates an environment that fosters open and honest communication from all parties involved; identifies the appropriate medium(s) in which to convey messages and ideas; listens attentively to understand the true meaning in others' messages and input; communicates goals and execution strategies to their team; available and accessible for their team.
* Communication (Presentation) - Able to effectively relay complex ideas and concepts to an audience while representing the company in a positive and professional manner; effective in a variety of formal presentation settings (one-on-one, small and large groups) and with a variety of audiences (employees, managers, external parties); able to command attention and manage process during the presentation; able to change style or tactics midstream if something isn't working.
* Composure - Able to maintain a rational and objective demeanor when faced with stressful or emotional situations; makes emotional and physical changes to manage, control, and reduce tension in trying situations; handles pressure and/or stress effectively and does not become defensive or irritated; professional maturity; not derailed by obstacles or rejection.
* Dealing with Ambiguity - Able to cope with change; versatile; can shift gears as priorities or business needs change; able to act without having all the answers; doesn't get frustrated when things are ambiguous; able to move on if situation necessitates it, even if other tasks/projects aren't complete; able to balance acting with uncertainty with risk.
* Decision Making - Makes decisions in a timely manner, sometimes with incomplete information and under tight deadlines and pressure; able to make a quick decision; also, able to make good decisions using a mixture of analysis, experience, and judgment; decisions generally turn out to be correct/accurate when evaluated over time; is someone others can rely on for quality decisions.
* Driving Change - Fosters an environment that embraces positive change; seeks, defines, and implements new ways to improve.
* Negotiation - Able to bring together varying goals, needs, and viewpoints; seeks to discover a common goal and reconcile differences to settle a matter of mutual concern or resolve a conflict with minimal noise; able to reach consensus without damaging relationships; can be both direct and forceful as well as diplomatic.
Companywide:
* Accountability - Takes responsibility for tasks and projects as assigned; holds self and others accountable for high quality, timely, and cost-effective results; accepts responsibility for mistakes.
* Action Oriented, Initiative - Works hard every day, self-motivated; energized by both tasks expected of the role and new or challenging projects; willing to act even with minimal planning, however, doesn't act carelessly and takes responsibility for actions, whether end result is positive or negative; moves on to the next task or project without being asked or seeks out additional ways to help.
* Communication (General) - Effective with the form(s) of communication that are applicable to a given role (oral, presentation, written); able to be detailed enough to show that the right work was done, yet succinct enough to effectively communicate data, opinions, or findings.
* Critical Thinking - Uses logical, strategic, analytical, reasoning to identify the strengths and weaknesses of a given situation and possible solutions, conclusions or approaches to problems; able to think outside the box to generate possible solutions.
* Customer Focused, Service Oriented - Actively works to meet the expectations, requirements, or needs of internal and external customers; understands who their customer is; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect.
* Development Focused - Knows or is able to recognize personal strengths and weaknesses, opportunities, and limits; learns from mistakes; receptive to sharing one's own shortcomings with others; is comfortable with balanced performance reviews (both positives and areas to improve) and honest professional development and career discussions.
* Integrity and Trust - Widely trusted across the organization; seen as a direct, truthful individual; maintains confidentiality as required; admits mistakes; does not misrepresent themselves or the facts for personal gain.
* Listening - Practices attentive and active listening; has the patience and ability to hear people out; able to accurately restate the opinions of others to validate understanding, even if there is disagreement.
* Mentoring - Able to effectively share knowledge and insight with others so that they can accomplish tasks, achieve goals, and enhance skills.
* Organization and Time Management - Able to manage multiple projects or tasks and adapt to changing priorities; effective and efficient with own time; able to bring resources (e.g. people, materials, processes, budget) together to get things done and use them effectively; show up on time and respect the time of others.
* Problem Solving - Willing to solve difficult problems with effective solutions; examines all angles and sources before developing a solution; looks beyond easy solutions and doesn't stop at the first answer; able to uncover or anticipate hidden problems; provides honest analysis, even if the answer isn't what people want to hear.
* Professionalism - Easy to approach and talk to; able to put others at ease, either naturally or due to self-awareness to adjust; warm, pleasant, and gracious; sensitive to and patient with the personalities of others; builds rapport by making people feel comfortable; works well with others; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; able to be candid with peers; solves problems in a way that minimizes negative impacts to others.
* Technical Aptitude - Has the functional and technical knowledge and skills to perform a job's duties at a high level of accomplishment.
* Time Management - Able to work in a fast paced and every changing environment, requiring flexibility, self-initiative, and regular management of changing priorities.
* Working with Existing Tools - Able to leverage current tools, services, process, and procedures to accomplish tasks; seeks additional understanding of existing processes and procedures; finds ways to improve existing options before proposing or exploring new options.
Education, Training, and Experience Requirements
This position requires:
☒ High School Diploma Some college coursework in business or computer science preferred.
Physical Requirements
* All positions at Zoot require the ability to move about inside an office environment which includes the operation of computers and other office productivity machinery and frequently communicates with other employees, clients, vendors, and visitors.
* This position requires a combination of periods of sitting at a computer workstation.
Working Conditions
* This position will take place primarily in an office setting.
* To optimize team performance, the workspace for this position is typically a cubicle setting in an open space environment.
* It is expected that employees, and specifically this position, regularly and consistently report to work on-site, at Zoot headquarters, during normal business hours.
* Occasional nighttime and weekend work is required within the position.
* This position may require occasional travel.
* The Operations Intern position is fast paced and ever changing, requiring flexibility, self-initiative, and regular management of changing priorities.
Benefis is one of Montana's largest and premier health systems, and we are committed to providing excellent care for all, healing body, mind, and spirit. At Benefis, we work hard to support our employees in every aspect of their careers by offering outstanding benefits and compensation, state-of-the-art facilities, and multiple growth opportunities. The only thing missing is you!
Plans, supervises, implements and evaluates the patient care of each patient through compliance with patient care standards. Consults with staff, physicians and Manager on patient care/throughput/supply chain problems and interpretation of hospital policies to ensure patient needs are met.
Demonstrates the ability to deal with pressure to meet deadlines, to be accurate, and to handle constantly changing situations. Demonstrates the ability to deal with a variety of people, deal with stressful situations, and handle conflict.
Will perform all job duties or job tasks as assigned. Will follow and adhere to all requirements, regulations and procedures of any licensing board or agency. Must comply with all Benefis Health System's organization policies and procedures.
Education/License/Experience Requirements:
Operating Room Technician Certificate or graduation from an accredited Radiological Technology program or graduation from an accredited school of cardiovascular technology or at least 10 years of relevant experience.
Current BLS and ACLS certification.
$45k-58k yearly est. Auto-Apply 60d+ ago
Training Operations Specialist I
Milwaukee Tool 4.8
Operations associate job in Montana
WE ARE ONE TEAM THAT BUILDS LEADERS! At Milwaukee Tool we firmly believe that our People and our Culture are the secrets to our success -- so we give you unlimited access to everything you need to provide best-in-class training and development experiences for our people.
Behind our doors you'll be empowered every day to own it, drive it, and do what it takes to support the biggest breakthroughs in the industry. Meanwhile, you'll have the support and resources of the fastest-growing brand in the construction industry to make it happen.
Training & Development Organization's Purpose:
Drive business performance with competency-based learning to empower employees and feed pipeline or future leaders
Strengthen our culture by cultivating TTI as a learning organization using transparent communication, access, and engagement, and
Upskill our workforce of the future with new knowledge and skills to keep pushing the business forward
Your Role on Our Team
The Specialist I (L1) Training Operations is focused on the administration and support of key training, including leadership development, marketing training, engineering training, and sales training. It is housed in the Shared Services team who is responsible for supporting the training and development function with critical support, including Digital Training, Learning Operations, and Learning Design.
You'll be DISRUPTIVE through these duties and responsibilities:
Execute day-to-day tasks for the training and development function including scheduling, resourcing and support management. Design, produce and deploy key department communication.
Plan and manage in-person and virtual training events, including preparation of printed materials, technology setup (audio/visual), catering, and classroom arrangements.
Assist in the execution of new hire onboarding by preparing materials, setting up classrooms, providing day-of support, and administering and tracking new hire content in the Learning Management System.
Manage scheduling, inventory, and maintenance of training rooms, including managing a classroom schedule of 50+ courses annually.
Coordinate with IT, Facilities, and Business Partners to address technology/facility needs.
Provide technical support within the LMS including creating courses and events, pulling reports and rosters and tracking attendance, as needed.
Execute Training Champion program, assisting employees across Milwaukee Tool to execute, track, and evaluate training.
Ensure proper communication of new courses and events to stakeholders via email and other channels. Maintain and update SOPs to reflect current practices.
Address Training and Development inbox requests by providing prompt and professional responses, ensuring efficient resolution of inquiries, and escalating or directing specific requests to the appropriate team members as needed.
Role level requires the following knowledge, skills, and abilities:
Knowledge & Application:Learns to use professional concepts. Applies knowledge and basic problem solving techniques to define and resolve problems. Determines a course of action based on guidelines.
Complexity & Problem Solving: Works on problems of limited scope. Follows standard practices and procedures in analyzing situations or data from which answers can be readily obtained. Work is reviewed periodically based on a set of defined procedures or precedence.
Collaboration & Interaction: Develops stable working relationships internally. Exchanges standard/basic information with colleagues and immediate supervisor, project leaders and other professionals in the team/group.
The TOOLS you'll bring with you:
A bachelor's degree in Human Resources, Organizational Development, or a related field (or equivalent professional experience in place of a degree). No professional experience necessary to excel in this role.
Exceptional interpersonal, customer service, problem-solving, verbal, and written communication, attention to detail and conflict-resolution skills.
Skilled in Microsoft Office Suite -Microsoft Teams, Excel, Word, and PowerPoint
We provide these great perks and benefits:
Robust health, dental and vision insurance plans
Generous 401 (K) savings plan
Education assistance
On-site wellness, fitness center, food, and coffee service
And many more, check out our benefits site HERE.
Milwaukee Tool is an equal opportunity employer.
$27k-32k yearly est. Auto-Apply 11d ago
Facilities Operations Specialist
National Older Worker Career Center
Operations associate job in Wisdom, MT
ID: NPSNEPE-004-004 Program: NPS Wage/Hr: $25.00 Hours/Week: 10 Minimum Age: 55 For over 25 years, National Experienced Workforce Solutions (NEW Solutions) has specialized in connecting experienced workers (ages 55+) with full-time and part-time job opportunities that support the critical missions of Federal
Agencies across the United States.
NEW Solutions connects experienced workers (ages 55+) with the National Park
Service (NPS). These experienced professionals provide administrative expertise,
facilities management, natural and cultural resource planning, and a broad array
of other professional skills that support the National Park Service through the
Experienced Services Program (ESP).
Positions listed here do not guarantee employment for any definite period.
Enrollment in the Experienced Worker Programs administered by NEW Solutions is
temporary. The enrollment relationship between NEW Solutions and the Enrollee is
an ?at-will? relationship. This means that an Enrollee is free to terminate
enrollment at any time during the enrollment period, and NEW Solutions and the
Agency have the right to terminate the relationship with the Enrollee.
PLEASE NOTE: An ?Enrollee? is not a federal employee, nor an employee of NEW
Solutions. An ?Enrollee? is a participant in a grant program established through
a Cooperative Agreement funded by the agency and administered by NEW Solutions.
This opportunity applies to applicants legally eligible to work in the United
States.
Qualifications:
Minimum of 6 year(s) of experience in Facilities Maintenance OR HS/GED Degree
with minimum additional experience of 4 year(s) in facility Maintenance
equivalent to a WG7
Knowledge of a variety of facilities operation/maintenance activities
including grounds maintenance, plumbing, painting, carpentry, and general
maintenance activities
Experience required with Windows, MS Word
Duties:
The enrollee will support day to day facility operations and maintenance for Big
Hole National Battlefield. Work will involve tasks and throughout the facility
and grounds focused on keeping park facilities operational and safe for staff
and park visitors.
Operate lawnmowers, landscape support vehicles, and snow removal equipment
including: mowers, aerators, string trimmers, chainsaws, plows, UTVs, harrows,
chippers, sprayers, post hole diggers, front-end loading devices, tractors with
towed or attachment equipment, movable dozer blades, moldboard plows, post hole
augers, power rakes, power brooms, over-seeders, and backhoes. 40%
Prune and trim shrubs, trees, and other plants as required and to obtain a
proper balance between roots and top growth 5%
Maintain, repair, or construct a variety of structures and surfaces of
brick, block, stone and other related materials 10%
Provide janitorial services and cleaning of public facilities 25%
Remove snow using shovels and/or snow removal machines 5%
Operate pickup trucks, panel trucks, flatbed trucks and other vehicles
(weight up to 10,000 pounds) to tow and carry equipment, lawn materials, and
supplies 15%
Other:
Required Safety Gear: Appropriate PPE for operation of motorized equipment
will be provided
Physical requirements: Able to undertake actions requiring physical exertion
(walking, standing, bending, and lifting up to 25lbs). More strenuous activities
may be required such as climbing ladders, assisting in lifting heavy objects (up
to 50 pounds), and when operating equipment. Reasonable accommodations may be
made to enable individuals with disabilities to perform the essential functions
of this position.
NEW Solutions is committed to promoting equal opportunity and to an environment
free from discrimination and harassment in any form administering Experienced
Worker Programs under cooperative agreements with federal agencies. It is NEW
Solutions' policy to comply with all applicable laws that provide equal
opportunity and to prohibit unlawful discrimination in enrolling participants in
the federal programs.
$25 hourly 50d ago
Durable Medical Equipment (DME) Operations Specialist
Logan h Ealth
Operations associate job in Kalispell, MT
This position is the primary resource for durable medical equipment (DME) compliance, billing rules and regulations for Logan Health Medical Equipment (LHME).
Our Mission: Quality, compassionate care for all.
Our Vision: Reimagine health care through connection, service and innovation.
Our Core Values: Be Kind | Trust and Be Trusted | Work Together | Strive for Excellence.
Qualifications:
Minimum of one (1) of the following required:
Minimum of two (2) years' DME experience.
Minimum of two (2) years' healthcare billing experience.
Knowledge of rules and regulations pertaining to Medicare, Medicaid, and other contracted services required.
Possess knowledge and understanding with rules and regulations regarding coverage of durable medical equipment and respiratory claims for Medicare/Medicaid and other Third party payers preferred.
Excellent organizational skills, detail-oriented, a self-starter, possess critical thinking skills and be able to set priorities and function as part of a team as well as independently.
Commitment to working in a team environment and maintaining confidentiality as needed.
Excellent verbal and written communication skills including the ability to communicate effectively with various audiences.
Excellent interpersonal skills with the ability to manage sensitive and confidential situations with tact, professionalism, and diplomacy.
Possess and maintain computer skills to include working knowledge of Microsoft Office Suite and ability to learn other software as needed.
Job Specific Duties:
Audits patient account documentation and provider related clinical documentation for insurance billing per department protocol.
Assists billing office with appeals, re-determinations and other billing issues related to patient accounts.
Monitors reimbursements and allowables related to insurance claims to maximize reimbursement.
Monitors Medicare coverage criteria and billing regulations to ensure LHME is compliant with Local Coverage Determinations (LCD) per department protocol.
Acts as a resource for documentation requirements for appropriate stakeholders.
Performs a variety of administrative, accounting, and billing tasks in order to complete the business cycle.
Provides excellent customer service.
Timely and accurately responds to all audit requests per department procedures.
In collaboration with assigned leadership, reviews and provides feedback and updates to policies and procedures.
In collaboration with assigned leadership establishes controls for an effective DME compliance program and monitors DME compliance training for staff.
Responds to reported and/or detected DME compliance concerns and advises assigned leadership per department protocol.
Develops and monitors LHME's DME compliance program in collaboration with assigned leadership, to ensure that LHME is meeting HQAA standards of care.
Stays abreast of DME and Respiratory services and changes.
The above essential functions are representative of major duties of positions in this job classification. Specific duties and responsibilities may vary based upon departmental needs. Other duties may be assigned similar to the above consistent with knowledge, skills and abilities required for the job. Not all of the duties may be assigned to a position.
Maintains regular and consistent attendance as scheduled by department leadership.
Shift:
Day Shift - 10 Hours (United States of America)
Schedule:
Logan Health operates 24 hours per day, seven days per week. Schedules are set to accommodate the requirements of the position and the needs of the organization and may be adjusted as needed.
Notice of Pre-Employment Screening Requirements
If you receive a job offer, please note all offers are contingent upon passing a pre-employment screening, which includes:
Criminal background check
Reference checks
Drug Screening
Health and Immunizations Screening
Physical Demand Review/Screening
Equal Opportunity Employer
Logan Health is an Equal Opportunity Employer (EOE/AA/M-F/Vet/Disability). We encourage all qualified individuals to apply for employment. We do not discriminate against any applicant or employee based on protected veteran status, race, color, gender, sexual orientation, religion, national origin, age, disability or any other basis protected by applicable law. If you require accommodation to complete the application, testing or interview process, please notify Human Resources.
$35k-55k yearly est. Auto-Apply 29d ago
Deposit Operations Specialist
Three Rivers Bank of Montana
Operations associate job in Kalispell, MT
Full-time Description
Deposit Operations Specialist
Reports To: Controller
FMLA: Non-Exempt
This position is responsible for performing a wide range of back-office functions that support the accurate and efficient processing of deposit accounts. This role focuses on file maintenance/quality control, system updates, transaction reconciliation, and regulatory compliance. In addition, this position will provide cross-functional support to the accounting team as needed, assisting with reconciliations, reporting, and other operational tasks. Success in this role requires strong attention to detail, familiarity with banking systems, and a commitment to maintaining data integrity and regulatory standards. The position primarily reports to the Controller.
Daily Essential Functions
Perform Daily Operations duties including, but not limited to:
Respond to customer and/or team member requests, calls, and chats timely and appropriately.
Ensure deposit dispute forms are completed accurately and the forms continue to meet the appropriate regulations and guidelines (WSUDS, Stop Payments, Debit Card Disputes forms, etc.)
Crosstrain and support the Accounting Department as needed (Levies & Garnishments, Subpoenas, Wire processing, exception processing, etc.)
Act as a liaison between deposit retail and accounting teams where appropriate.
Managing debit card portfolio for risk for fraud mitigation (reporting, writing and placing fraud risk rules)
Assist Cash Management customers with inquiries, questions, and problems as needed.
Assist Personal bankers in customer setup and maturities for ICS/CDARS transactions in Intrafi.
Handle a variety of debit card administrative functions and requests as needed including but not limited to disputes.
Maintain upkeep of tracking reports and systems such as, but not limited to, deposit analytics such as Kasasa reports and JMFA courtesy pay reports.
Assist in gathering documentation for internal and external reviews, audits, and exams.
Complete daily report monitoring promptly (including but not limited to):
Daily file maintenance and QC
Proper account set-up and coding (Deposit rate indexes, product codes, branch coding, cycle codes, etc.)
Accurate Deposit Rates (as approved)
Accounts with special deposit rate codes monitored monthly, at minimum.
Under the deposit product core integration to assist in setup new products as well as maintain existing products, including but not limited to understanding of income and expenses related to the products and ensuring the setup adheres to internal policy and regulatory requirements.
Actively work within and maintain data within the Advantage ODP (JMFA) program
Make sure the annual report data is up to date and accurate for BOD submission
Ensure policy is being followed completely and accurately
Ongoing tracking reports are up to date and accurate for EMT review
Mail notices
Maintain collection bureau and ChexSystems reporting
Actively work annual account escheatment process in conjunction with the ERM team to maintain compliance and accuracy.
Track and aid in the reporting of deposit KPIs and strategic goals (cross-sales, new accounts, closed accounts, top 100 accounts opened, etc.)
Assist in monitoring ACH limits and assist in the completion of ACH reviews.
Stay current on NACHA rules and regulatory updates, applying updates to procedures and systems as needed.
Monitor and communicate DCI bulletins to the appropriate departments ensuring updates to procedures and systems are completed timely.
Assist in maintaining documentation for deposit products and ensure compliance throughout their lifecycle.
Investigate and aid in resolving deposit-related customer complaints.
Track and aid in reporting operational losses.
Additional Essential Functions
Perform Additional Deposit Operations duties including, but not limited to:
Continually look for revenue-enhancing and cost-saving opportunities, as well as efficiencies within day-to-day processing.
Maintain accuracy and upkeep of all spreadsheets and procedures.
Maintain upkeep of scanning customer and bank data in the network (iCore Doc Imaging, Z Drive, S Drive, etc.)
Manage and meet performance goals as assigned.
Meet deadlines as assigned and prioritize and manage time accordingly.
Maintain and update any procedures or processes required accordingly, which includes, but is not limited to results of Exam/audit findings either internally or externally.
Ensure policies and procedures (including dual control of separation of duties) are maintained and consistently followed as evidenced by satisfactory audit and regulatory reviews.
Maintaining knowledge of applicable laws and regulations/compliance requirements including but not limited to the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control
Provide exceptional internal and external customer service while maintaining compliance with Bank policies and procedures and regulatory compliance requirements. This includes, but is not restricted to:
Research and resolve customer inquiries, complaints, or errors.
Assist with account balancing, transfers, wire transfers, stop payments, etc.
Additional Responsibilities
Participate in Bank committees as requested and approved by the Controller
Complete required and assigned compliance and educational training.
Must be willing to complete other duties as assigned.
Participate in a minimum of two Heritage Club events annually.
Participate in two Highlander Track events annually.
Participate in 2 other community events during the year - either Bank sponsored or as approved by manager.
Education/Qualifications/Skills
Bachelor's degree in business or related field preferred
Experience/Skill/Knowledge in deposit operations strongly preferred.
Minimum of one year's experience in Three Rivers Bank preferred.
Minimum of one year of customer service experience
Strong analytical, problem-solving, and critical thinking skills
Detail-oriented and organized.
Must be bondable.
Intermediary to Advanced Excel skills required - maintenance of moderately complex formulas.
Computer use, typing, and 10-key skills required.
Must be able to provide courteous, personal attention to promote individual customer satisfaction and the public perception and reputation of the organization. Treats all customers with respect even in the most negative situation.
Must be able to conduct oneself in a manner that promotes trust in the individual and our organization.
Must maintain confidentiality at all times due to the nature of information about customers and transactions.
Work cooperatively and respectfully with all Bank Team Members
Self-directed - must be able to fulfill the responsibilities of the position with minimal supervision.
Must be able to prioritize and organize responsibilities to maximize productive results.
Physical Demands
Normal office environment
Extended PC viewing, keyboarding with periods of sedentary work
May be required to stoop, kneel, stand, walk, talk, hear, reach with hands and arms.
May be required to occasionally lift/move up to 30 pounds.
The physical demands noted above are representative of those that must be met by an employee to successfully perform the essential function of the position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Employee Signature Date
_________________________________________
Printed Name
$35k-55k yearly est. 60d+ ago
Branch Operations Coordinator - Lewistown
W.F. Young 3.5
Operations associate job in Lewistown, MT
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:
404 W Broadway St
LEWISTOWN, MT 59457
Posting End Date:
26 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.
$29k-34k yearly est. Auto-Apply 1d ago
Branch Operations Coordinator - Lewistown
Wells Fargo 4.6
Operations associate job in Lewistown, MT
**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:**
404 W Broadway St
LEWISTOWN, MT 59457
**Posting End Date:**
19 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-513823
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Summary/Function:
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information.
Qualifications:
* High school diploma or three years related office experience.
* Strong written and verbal communication skills.
* Strong attention to detail.
* Strong customer service skills.
* Working knowledge of general accounting principles.
* Math skills
* Ability to operate a PC, calculator and scanner.
* Familiar with Microsoft Outlook, Word and Excel.
* Follow policies and procedures. Maintain client confidentiality.
* Communicate in a clear and service oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
* Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.
* Ability to maintain regular, predictable attendance.
Duties:
* Process emails and phone calls from the branches to assist with any issues or questions
* Open managed asset accounts in a variety of computer systems according to the appropriate managed asset program (SAM, MAC, UMA, MFP, Paragon, Russell, Choice. The position must understand the criteria for each program and understand which system(s) the account must be entered into.
* Process Goal Modifications to managed accounts in a variety of systems
* Review all managed account documents and information to contribute to complete and accurate client account information. Identify any problems, notify appropriate personnel and follow through to resolution.
* Terminate managed accounts as directed to contribute to effective and efficient account administration.
* Review daily reports and take the necessary actions
* Coordinate requests to accommodate client withdrawals or deposits, involving trade generation and review
* Act as a liaison between DA Davidson and various overlay providers or third-party managers
* Document and update procedures as necessary or as assigned.
* Perform any other tasks as assigned.
What we offer
Competitive salary plus excellent benefits and perks including, but not limited to:
* Medical, Dental and Vision
* Company 401(k)and ESOP contribution
* Generous sick, vacation, and maternity/parental leave
* Paid holidays
* Professional Development Opportunities
* Tuition Reimbursement ($15,000 lifetime cap)
* Discounted personal insurance including home, auto and recreational vehicles
* Charitable gift-matching program
* Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$69k-109k yearly est. 35d ago
Research Program Operations Specialist (International Health)
Johns Hopkins University 4.4
Operations associate job in Rocky Boys Agency, MT
The Center for Indigenous Health (CIH), part of The Johns Hopkins Bloomberg School of Public Health is seeking a Research Program Operations Specialist. The Research Program Operations Specialist is responsible for administrative oversight and day-to-day coordination of research-related activities. This position assists with all aspects of programmatic and administrative support for research operations. Will be responsible for the management of various projects, working closely with investigators and staff. Responsibilities are research-based and require integration with program operations.
Specific Duties & Responsibilities
* Assist in preparing grant applications, study protocols, and study-related documents.
* Prepare, submit and track protocols, amendments, and related documents relevant to appropriate Institutional Review Boards, DSMB, and other oversight groups
* Design and prepare study operations manuals, case report forms, and data entry instruments for research projects.
* Oversee research program implementation, timelines, goals and conduct of related tasks.
* Conduct meetings and monitor progression toward goals.
* Track project deliverables and provide status updates.
* Oversee and coordinate data management and assigned data analysis.
* Assist faculty and/or staff prepare abstracts and presentations related to research projects.
* Prepare annual progress reports for sponsors and IRBs.
* Manage communications platforms related to the research.
* Contribute to work plans, reports, and budgets.
* Maintain ongoing communication with team members in all locations.
* Triage issues that require input of investigators and other committees to ensure efficient resolution.
* Identify needs and coordinate required resources, e.g. human, social, financial, etc.
* Establish an appropriate flow of information and materials between various stakeholders.
* Ensure timely accomplishment of project tasks and goals with high quality.
* Provide oversight of budget expenditures and track project funds together with the Principal Investigator and finance staff.
* Other duties as assigned.
In addition to the duties described above
* Coordinates community-based public health research, including cultural summer camps, focus groups, advisory meetings, and direct engagement with Elders.
* Conduct qualitative coding and analysis of datasets
* Live in Montana and be willing to travel to the Rocky Boy Agency area.
* Weekend and evening hours may be required, as needed for events, research activities, and travel.
Minimum Qualifications
* Bachelor's Degree in a related field.
* Two years of related experience.
* Additional education may substitute for required experience and additional related experience may substitute for required education beyond a high school diploma/graduation equivalent, to the extent permitted by the JHU equivalency formula.
Preferred Qualifications
* Master's Degree in a related field
Technical Skills & Expected Level of Proficiency:
* Budget Management - Awareness
* Data Management and Analysis - Awareness
* Grant Proposal Preparation - Awareness
* Oral and Written Communications - Awareness
* Organizational Skills - Awareness
* Project Management - Awareness
* Regulatory Compliance - Awareness
* Resource Management - Awareness
The core technical skills listed are most essential; additional technical skills may be required based on specific division or department needs.
Classified Title: Research Program Operations Specialist
Role/Level/Range: ACRP/03/MC
Starting Salary Range: $48,000 - $84,100 Annually (Commensurate w/exp.)
Employee group: Full Time
Schedule: Monday to Friday: 8:30am - 5:00pm
FLSA Status: Exempt
Location: Remote
Department name: Center for Indigenous Health
Personnel area: School of Public Health
$48k-84.1k yearly 27d ago
Operations Intern
Zoot Enterprises 3.7
Operations associate job in Bozeman, MT
Temporary position from April - August 2026. The Operations Intern at Zoot plays a pivotal role in developing, tracking, and assisting the execution of a unified operations strategy that aligns with Zoot's Corporate Strategic Plan and annual goals. Reporting to the COO, the Operations Intern will be responsible for developing, tracking and balancing meeting cadence, agendas, and content; managing, tracking, and maintaining the COP; assisting with collaboration and coordination across functional teams; developing and managing executive communication (internal and external); managing expense reporting and approvals; tracking and maintaining the COO's calendar, cadence, and task priorities; assisting the Lead Operations Officer with cross-functional operations and strategy development, tracking, and management. For over 30 years, Zoot Enterprises has been a global provider of advanced origination, acquisition, and decision management solutions. Our customer-centric tools and services enable Zoot's clients to add value and differentiation, while providing nimble, scalable solutions for specific business objectives. Zoot provides a cloud based, secure processing environment. We offer tailored data driven decisioning technology solutions that empower our clients to streamline processes, increase flexibility and efficiency, accelerate growth, while accessing hundreds of cutting-edge data sources to help reduce risk.
Essential Job Functions
Assist in the development and management of Zoot's meeting cadence to include agendas, notes, KPI and deliverables tracking, reporting processes, and meeting management.
Assist in the development of the COP that brings together operational strategy, product roadmaps, project status, and the overall Zoot strategic plan.
Assist in identifying and developing process improvements across all of Zoot's operations.
Manage expense reporting and assist in developing reporting processes, trends analysis, KPIs, and gap analysis to increase Zoot's effectiveness across all functional areas.
Assist in the management of the COO's personal and professional schedules including making travel arrangements and organizing complex activities and events.
Handle confidential and non-routine information, including managing COO email communications.
Develop executive level communication for internal and external stakeholders to include email, memorandum, briefs, pitches, and company-wide presentations.
Assist COO in serving as an executive contact for client relationships at any point.
Compliance with and knowledge of Zoot's Policies and Procedures, Code of Business Conduct, and Employee Agreement.
Work independently on special, non-recurring and ongoing projects which may include planning and coordinating multiple schedules.
Other duties as assigned - it is understood that this list of major duties and responsibilities is not an all-inclusive list and that other duties and responsibilities, which may include helping others in the same or different departments, may be assigned by supervision.
Core Competencies Required
Job Specific:
Business Acumen - Understands how Zoot generates revenue and what drives expenses; knowledgeable in current policies, practices, trends, technology, and other information that affects Zoot as a business; understands or anticipates how changes could impact the business; ability to understand and cope with different business situations (e.g. financial, marketing, sales, operations, personnel).
Communication (Manager/Leader) - Creates an environment that fosters open and honest communication from all parties involved; identifies the appropriate medium(s) in which to convey messages and ideas; listens attentively to understand the true meaning in others' messages and input; communicates goals and execution strategies to their team; available and accessible for their team.
Communication (Presentation) - Able to effectively relay complex ideas and concepts to an audience while representing the company in a positive and professional manner; effective in a variety of formal presentation settings (one-on-one, small and large groups) and with a variety of audiences (employees, managers, external parties); able to command attention and manage process during the presentation; able to change style or tactics midstream if something isn't working.
Composure - Able to maintain a rational and objective demeanor when faced with stressful or emotional situations; makes emotional and physical changes to manage, control, and reduce tension in trying situations; handles pressure and/or stress effectively and does not become defensive or irritated; professional maturity; not derailed by obstacles or rejection.
Dealing with Ambiguity - Able to cope with change; versatile; can shift gears as priorities or business needs change; able to act without having all the answers; doesn't get frustrated when things are ambiguous; able to move on if situation necessitates it, even if other tasks/projects aren't complete; able to balance acting with uncertainty with risk.
Decision Making - Makes decisions in a timely manner, sometimes with incomplete information and under tight deadlines and pressure; able to make a quick decision; also, able to make good decisions using a mixture of analysis, experience, and judgment; decisions generally turn out to be correct/accurate when evaluated over time; is someone others can rely on for quality decisions.
Driving Change - Fosters an environment that embraces positive change; seeks, defines, and implements new ways to improve.
Negotiation - Able to bring together varying goals, needs, and viewpoints; seeks to discover a common goal and reconcile differences to settle a matter of mutual concern or resolve a conflict with minimal noise; able to reach consensus without damaging relationships; can be both direct and forceful as well as diplomatic.
Companywide:
Accountability - Takes responsibility for tasks and projects as assigned; holds self and others accountable for high quality, timely, and cost-effective results; accepts responsibility for mistakes.
Action Oriented, Initiative - Works hard every day, self-motivated; energized by both tasks expected of the role and new or challenging projects; willing to act even with minimal planning, however, doesn't act carelessly and takes responsibility for actions, whether end result is positive or negative; moves on to the next task or project without being asked or seeks out additional ways to help.
Communication (General) - Effective with the form(s) of communication that are applicable to a given role (oral, presentation, written); able to be detailed enough to show that the right work was done, yet succinct enough to effectively communicate data, opinions, or findings.
Critical Thinking - Uses logical, strategic, analytical, reasoning to identify the strengths and weaknesses of a given situation and possible solutions, conclusions or approaches to problems; able to think outside the box to generate possible solutions.
Customer Focused, Service Oriented - Actively works to meet the expectations, requirements, or needs of internal and external customers; understands who their customer is; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect.
Development Focused - Knows or is able to recognize personal strengths and weaknesses, opportunities, and limits; learns from mistakes; receptive to sharing one's own shortcomings with others; is comfortable with balanced performance reviews (both positives and areas to improve) and honest professional development and career discussions.
Integrity and Trust - Widely trusted across the organization; seen as a direct, truthful individual; maintains confidentiality as required; admits mistakes; does not misrepresent themselves or the facts for personal gain.
Listening - Practices attentive and active listening; has the patience and ability to hear people out; able to accurately restate the opinions of others to validate understanding, even if there is disagreement.
Mentoring - Able to effectively share knowledge and insight with others so that they can accomplish tasks, achieve goals, and enhance skills.
Organization and Time Management - Able to manage multiple projects or tasks and adapt to changing priorities; effective and efficient with own time; able to bring resources (e.g. people, materials, processes, budget) together to get things done and use them effectively; show up on time and respect the time of others.
Problem Solving - Willing to solve difficult problems with effective solutions; examines all angles and sources before developing a solution; looks beyond easy solutions and doesn't stop at the first answer; able to uncover or anticipate hidden problems; provides honest analysis, even if the answer isn't what people want to hear.
Professionalism - Easy to approach and talk to; able to put others at ease, either naturally or due to self-awareness to adjust; warm, pleasant, and gracious; sensitive to and patient with the personalities of others; builds rapport by making people feel comfortable; works well with others; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; able to be candid with peers; solves problems in a way that minimizes negative impacts to others.
Technical Aptitude - Has the functional and technical knowledge and skills to perform a job's duties at a high level of accomplishment.
Time Management - Able to work in a fast paced and every changing environment, requiring flexibility, self-initiative, and regular management of changing priorities.
Working with Existing Tools - Able to leverage current tools, services, process, and procedures to accomplish tasks; seeks additional understanding of existing processes and procedures; finds ways to improve existing options before proposing or exploring new options.
Education, Training, and Experience Requirements
This position requires: ☒ High School Diploma Some college coursework in business or computer science preferred.
Physical Requirements
All positions at Zoot require the ability to move about inside an office environment which includes the operation of computers and other office productivity machinery and frequently communicates with other employees, clients, vendors, and visitors.
This position requires a combination of periods of sitting at a computer workstation.
Working Conditions
This position will take place primarily in an office setting.
To optimize team performance, the workspace for this position is typically a cubicle setting in an open space environment.
It is expected that employees, and specifically this position, regularly and consistently report to work on-site, at Zoot headquarters, during normal business hours.
Occasional nighttime and weekend work is required within the position.
This position may require occasional travel.
The Operations Intern position is fast paced and ever changing, requiring flexibility, self-initiative, and regular management of changing priorities.
$33k-42k yearly est. 6d ago
Deposit Operations Specialist
Three Rivers Bank of Montana
Operations associate job in Kalispell, MT
Job DescriptionDescription:
Deposit Operations Specialist
Reports To: Controller
FMLA: Non-Exempt
This position is responsible for performing a wide range of back-office functions that support the accurate and efficient processing of deposit accounts. This role focuses on file maintenance/quality control, system updates, transaction reconciliation, and regulatory compliance. In addition, this position will provide cross-functional support to the accounting team as needed, assisting with reconciliations, reporting, and other operational tasks. Success in this role requires strong attention to detail, familiarity with banking systems, and a commitment to maintaining data integrity and regulatory standards. The position primarily reports to the Controller.
Daily Essential Functions
Perform Daily Operations duties including, but not limited to:
Respond to customer and/or team member requests, calls, and chats timely and appropriately.
Ensure deposit dispute forms are completed accurately and the forms continue to meet the appropriate regulations and guidelines (WSUDS, Stop Payments, Debit Card Disputes forms, etc.)
Crosstrain and support the Accounting Department as needed (Levies & Garnishments, Subpoenas, Wire processing, exception processing, etc.)
Act as a liaison between deposit retail and accounting teams where appropriate.
Managing debit card portfolio for risk for fraud mitigation (reporting, writing and placing fraud risk rules)
Assist Cash Management customers with inquiries, questions, and problems as needed.
Assist Personal bankers in customer setup and maturities for ICS/CDARS transactions in Intrafi.
Handle a variety of debit card administrative functions and requests as needed including but not limited to disputes.
Maintain upkeep of tracking reports and systems such as, but not limited to, deposit analytics such as Kasasa reports and JMFA courtesy pay reports.
Assist in gathering documentation for internal and external reviews, audits, and exams.
Complete daily report monitoring promptly (including but not limited to):
Daily file maintenance and QC
Proper account set-up and coding (Deposit rate indexes, product codes, branch coding, cycle codes, etc.)
Accurate Deposit Rates (as approved)
Accounts with special deposit rate codes monitored monthly, at minimum.
Under the deposit product core integration to assist in setup new products as well as maintain existing products, including but not limited to understanding of income and expenses related to the products and ensuring the setup adheres to internal policy and regulatory requirements.
Actively work within and maintain data within the Advantage ODP (JMFA) program
Make sure the annual report data is up to date and accurate for BOD submission
Ensure policy is being followed completely and accurately
Ongoing tracking reports are up to date and accurate for EMT review
Mail notices
Maintain collection bureau and ChexSystems reporting
Actively work annual account escheatment process in conjunction with the ERM team to maintain compliance and accuracy.
Track and aid in the reporting of deposit KPIs and strategic goals (cross-sales, new accounts, closed accounts, top 100 accounts opened, etc.)
Assist in monitoring ACH limits and assist in the completion of ACH reviews.
Stay current on NACHA rules and regulatory updates, applying updates to procedures and systems as needed.
Monitor and communicate DCI bulletins to the appropriate departments ensuring updates to procedures and systems are completed timely.
Assist in maintaining documentation for deposit products and ensure compliance throughout their lifecycle.
Investigate and aid in resolving deposit-related customer complaints.
Track and aid in reporting operational losses.
Additional Essential Functions
Perform Additional Deposit Operations duties including, but not limited to:
Continually look for revenue-enhancing and cost-saving opportunities, as well as efficiencies within day-to-day processing.
Maintain accuracy and upkeep of all spreadsheets and procedures.
Maintain upkeep of scanning customer and bank data in the network (iCore Doc Imaging, Z Drive, S Drive, etc.)
Manage and meet performance goals as assigned.
Meet deadlines as assigned and prioritize and manage time accordingly.
Maintain and update any procedures or processes required accordingly, which includes, but is not limited to results of Exam/audit findings either internally or externally.
Ensure policies and procedures (including dual control of separation of duties) are maintained and consistently followed as evidenced by satisfactory audit and regulatory reviews.
Maintaining knowledge of applicable laws and regulations/compliance requirements including but not limited to the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control
Provide exceptional internal and external customer service while maintaining compliance with Bank policies and procedures and regulatory compliance requirements. This includes, but is not restricted to:
Research and resolve customer inquiries, complaints, or errors.
Assist with account balancing, transfers, wire transfers, stop payments, etc.
Additional Responsibilities
Participate in Bank committees as requested and approved by the Controller
Complete required and assigned compliance and educational training.
Must be willing to complete other duties as assigned.
Participate in a minimum of two Heritage Club events annually.
Participate in two Highlander Track events annually.
Participate in 2 other community events during the year - either Bank sponsored or as approved by manager.
Education/Qualifications/Skills
Bachelor's degree in business or related field preferred
Experience/Skill/Knowledge in deposit operations strongly preferred.
Minimum of one year's experience in Three Rivers Bank preferred.
Minimum of one year of customer service experience
Strong analytical, problem-solving, and critical thinking skills
Detail-oriented and organized.
Must be bondable.
Intermediary to Advanced Excel skills required - maintenance of moderately complex formulas.
Computer use, typing, and 10-key skills required.
Must be able to provide courteous, personal attention to promote individual customer satisfaction and the public perception and reputation of the organization. Treats all customers with respect even in the most negative situation.
Must be able to conduct oneself in a manner that promotes trust in the individual and our organization.
Must maintain confidentiality at all times due to the nature of information about customers and transactions.
Work cooperatively and respectfully with all Bank Team Members
Self-directed - must be able to fulfill the responsibilities of the position with minimal supervision.
Must be able to prioritize and organize responsibilities to maximize productive results.
Physical Demands
Normal office environment
Extended PC viewing, keyboarding with periods of sedentary work
May be required to stoop, kneel, stand, walk, talk, hear, reach with hands and arms.
May be required to occasionally lift/move up to 30 pounds.
The physical demands noted above are representative of those that must be met by an employee to successfully perform the essential function of the position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Employee Signature Date
_________________________________________
Printed Name
Requirements:
$35k-55k yearly est. 6d ago
Branch Operations Coordinator - Lewistown
Wells Fargo 4.6
Operations associate job in Fortine, MT
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:
404 W Broadway St
LEWISTOWN, MT 59457
Posting End Date:
19 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.