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Operations Support Specialist

Description

Summary: The Operations Support Specialist plays a critical role in supporting the Bank's operational functions by delivering exceptional service and setting a standard for excellence. This position is responsible for completing tasks outlined in the department assignments matrix, which may include reviewing reports, maintaining documentation, and processing various operational items.

The role requires proficiency in utilizing multiple systems, with a strong understanding of their functions and appropriate application. The Operations Support Specialist provides support to all Division staff members and customers, consistently demonstrating professionalism, accuracy, and a commitment to operational excellence.


Requirements

Essential Duties & Responsibilities

  • Uphold and model the Bank’s Mission, Vision, and Core Values by delivering timely, responsive, and exceptional service in accordance with the Bank’s customer service standards.
  • Post incoming wire transfers that do not automatically post; verify beneficiary name against the account holder in Premier and communicate irregularities to Management and/or the Customer Service Team prior to posting.
  • Process outgoing branch wire transfers following written procedures; confirm form accuracy and approval, input transfers in Payments Exchange, ensure adherence to cutoff times, and maintain proper records on the Bank’s network.
  • Accept and process debit card applications; review for accuracy, input requests, track orders, and escalate issues related to Premier, EFT, or card vendors. Review alerts and reports, communicate findings to relevant departments, suggest system improvements to the Operations Support Manager, and provide branch system training as needed.
  • Receive and manage Regulation E claims and unauthorized debit transaction requests; log, track, and escalate potential loss scenarios to the Operations Support Manager.
  • Accept and process legal requests including garnishments, levies, and account liens; ensure accurate documentation, logging, and timely handling.
  • Complete Federal Reserve adjustments received via ViewPointe, ensuring appropriate recording and communication.
  • Manage rollover requests and disbursements for existing CDARS clients; monitor approaching maturities, place new orders, and communicate with internal teams and clients to meet system deadlines and service level agreements (SLAs).
  • Open new Demand Deposit Marketplace (DDM) accounts; configure and troubleshoot both simple and complex sweep arrangements.
  • Handle daily EIM (Exception Item Management) processing including Non-Post, NSF, and Stop Payments; report large return items and exceptions to Management and relevant branches.
  • Track and submit IOLTA (Interest on Lawyers' Trust Accounts) interest payments.
  • Review, process, and track various ACH transactions including IATs, corrections, death notices, prenotifications, returns, micro-entries, and errors.
  • Monitor branch-issued cashier check reports; identify irregularities, communicate with branches, and place stop payments when needed.
  • Provide superior internal and external customer service, consistently supporting the Bank’s standards of service excellence.
  • Perform other duties as assigned


Required Qualifications

  • High school diploma or general education degree (GED).
  • 2+ years direct experience processing, entering, and verifying domestic and FX wire transfers, prefer FiServ Wire Exchange software or FRB experience, and FiServ Premier. 


Preferred Qualifications

  • Strong organizational skills required; ability to meet deadlines and handle multiple tasks simultaneously
  • Thorough knowledge of bank policies and procedures
  • Knowledge of finance, accounting, budgeting, and cost control principles
  • Knowledge of federal and state financial regulations
  • Proficient computer skills with collaboration and productivity tools including Windows-based operating systems and office suites (Microsoft Word, Outlook, Excel, PowerPoint); internet; email; and bank software.
  • Effective oral and written communication skills


Average salary estimate

$52500 / YEARLY (est.)
min
max
$45000K
$60000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Operations Support Specialist, Northwest Bank

As an Operations Support Specialist at a leading bank in Boise, Idaho, you will be at the heart of our operational excellence and customer service. Your daily activities will include a variety of tasks such as processing wire transfers and handling debit card applications, ensuring everything runs smoothly behind the scenes. You'll dive into our systems, verifying accuracy and communicating with customers and team members to address any operational needs. What’s great about this role is that you’ll not only uphold our Bank’s Mission, Vision, and Core Values but also have the opportunity to suggest improvements and engage in system training. Your expertise will make a direct impact, as you process legal requests, manage transactions, and monitor exception items, contributing to our high standards of service. If you have experience with financial transactions, a keen eye for detail, and a commitment to excellence, then this position could be the perfect fit. We pride ourselves on fostering a collaborative environment and we’re looking for someone who brings strong organizational skills and a proactive approach to problem-solving. Join us and be part of a team that values your input and encourages your professional growth while making a meaningful difference in our customers' financial journeys!

Frequently Asked Questions (FAQs) for Operations Support Specialist Role at Northwest Bank
What are the essential responsibilities of an Operations Support Specialist at this bank?

The Operations Support Specialist at our bank has the crucial responsibility of managing various operational tasks. These include processing incoming and outgoing wire transfers, handling debit card applications, managing Regulation E claims, and ensuring compliance with legal requests such as garnishments and levies. The role also involves maintaining documentation, training other staff members, and providing outstanding service to both internal and external customers.

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What qualifications are required for the Operations Support Specialist position?

To qualify for the Operations Support Specialist role, candidates should hold at least a high school diploma or GED, along with a minimum of two years of direct experience in processing wire transfers. Familiarity with banking systems such as FiServ and Federal Reserve processes is preferred. Strong organizational skills, knowledge of bank policies, federal regulations, and proficiency in Microsoft Office tools are also essential.

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How does the Operations Support Specialist contribute to customer service at the bank?

The Operations Support Specialist significantly enhances customer service by ensuring that operational tasks are completed accurately and efficiently. This role involves interaction with customers to resolve issues related to transactions and providing timely information. By maintaining high standards for service and operational excellence, the specialist helps create a positive experience for all bank clients.

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What systems will an Operations Support Specialist need to be familiar with?

An Operations Support Specialist will need to be comfortable using multiple banking systems, including FiServ Wire Exchange, Premier software, and others used for processing transactions and managing accounts. In addition, proficiency with standard office software tools like Microsoft Word, Outlook, and Excel is crucial for maintaining documentation and communication.

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What is the importance of attention to detail for an Operations Support Specialist?

Attention to detail is critical for an Operations Support Specialist as the role includes processing sensitive financial transactions and legal requests where accuracy is essential. Mistakes can lead to significant issues for clients and the bank. Therefore, being detail-oriented ensures compliance with regulations, accuracy in documentation, and the overall reliability of the bank’s operational functions.

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Common Interview Questions for Operations Support Specialist
Can you describe your experience with processing wire transfers?

When answering this question, highlight your specific experiences with wire transfer procedures, detailing the systems you've used and any challenges you've faced. Showcase how you ensured accuracy and efficiency in past roles, emphasizing your attention to detail and ability to meet deadlines.

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How do you handle high-pressure situations in a banking environment?

Discuss your approaches to maintaining calm and focus during busy periods. You could mention methods you use for prioritizing tasks and ensuring deadlines are met without sacrificing attention to detail.

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What steps do you take to ensure compliance with banking regulations?

Explain your familiarity with federal and state financial regulations. Give examples from past positions where you implemented compliance measures or corrected potential issues to illustrate your understanding of the regulatory landscape.

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How do you prioritize your tasks as an Operations Support Specialist?

Describe your method for task prioritization. You might mention how you assess the urgency and importance of tasks, and how you balance multiple responsibilities while ensuring quality service and accuracy in your work.

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What experience do you have with customer service in a banking role?

Share specific examples of your customer service experiences. Highlight situations where you resolved issues or enhanced customer satisfaction, demonstrating your professional and interpersonal skills.

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How do you stay organized when managing multiple projects?

Talk about your organizational strategies, such as using lists, spreadsheets, or specific software. Mention how these tools have helped you keep track of your tasks and deadlines effectively.

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Can you explain your experience with legal requests such as garnishments or levies?

Discuss any past experiences you have had with handling legal requests. Mention how you ensured accurate documentation, compliance with legal standards, and your workflow for processing such requests efficiently.

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What software tools have you used in past banking operations roles?

List the software programs you have used, focusing on those relevant to banking operations, such as FiServ and Microsoft Office. Describe how you utilized these tools to enhance productivity and accuracy in your work.

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How do you approach team collaboration in an operations role?

Provide examples of how you've worked with team members to achieve goals. Mention your communication style and how you support colleagues, share insights, and contribute to a positive team dynamic.

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What would you do if you noticed a potential error in a transaction?

Explain your procedure for identifying and responding to potential errors, emphasizing the importance of verification and communication with your team or management to rectify the situation promptly and accurately.

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Being part of the Northwest team is all about people. We are the century plus community bank that never strayed from our customer focus. We seek customer driven professionals for our team who strongly believe in customer loyalty and strive to fu...

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DATE POSTED
April 4, 2025

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