Operations Specialist are responsible for performing transactions in compliance with regulatory and bank policies and procedures, and adherence to bank security policies and confidentiality of bank records and customer information. They provide customer service to internal and external clients, working closely with deposit operations staff to research and resolve transactional discrepancies.
STATEMENT OF EXPECTATIONS
Chickasaw Community Bank (CCB) expects all employees to comply with the responsibilities of their assigned position to the highest degree of performance. Expectations include but are not limited to:
- Adhere to the bank’s policies and support management decisions and goals in a positive, professional manner
- Represent CCB with a high level of integrity and professionalism
- Maintain knowledge and understanding of banking rules, regulations, laws, and all policies and procedures
- Follow established policies, systems and controls to ensure compliance with regulatory laws, guidance and internal policies
- Knowledge of applicable bank software and programs
- Demonstrate a willingness to adapt to changing business needs and deadlines
- Possess a work ethic that includes neatness and punctuality
- Exhibit a professional, business‐like appearance, and demeanor
- Answer all voicemails and emails within 24 hours of receipt
- Confer with management concerning questions, procedures, necessary information, forms completion, and problem resolutions
- Complete and attend all required CCB training
- Maintain satisfactory attendance
- Perform other duties as they relate to the Bank and its functions
ESSENTIAL FUNCTIONS
- Reconciling, DDA, GL, CD, Teller Cash and CCB Checking Account.
- Balance general ledger accounts and post correcting entries, review and verify the accuracy of transactions to support the financial integrity of the organization.
- I‐Web: Incoming and Outgoing Wires, Mortgage Findings, Currency Orders, ACH Returns, Credit Card Payments, and export ACH Batches for Cash Management Customers.
- Produce various Bookkeeping Reports.
- Performs Remote Deposit Capture functions including maintaining limit logs, verifying and sending daily Merchant deposits, etc.
- Creates and posts ATM Fraud Risk and STAR Network reports, CAM alerts.
- Assists customers with Cash Management, online bill pay, wires, etc.
- Maintain Charge off accounts and report to ChexSystem.
- End of Month Reconciling of CCB accounts, Dormant Accounts; send End of Month dormant letters and High‐Risk accounts.
ADDITIONAL RESPONSIBILITIES
- Back up all Operations Specialist Desks.
Qualifications
PHYSICAL ACTIVITIES REQUIRED TO PERFORM ESSENTIAL FUNCTIONS
This work is sedentary and requires the following physical activities:
- Sitting for long periods of time; occasional bending, squatting, kneeling, stooping; good finger dexterity and feeling; frequent repetitive motions; talking, hearing, and visual acuity.
- Frequent lifting (up to 10 pounds of paper supplies or minor office equipment).
NOTE: The above statements are intended to describe the general nature and level of work performed by an employee in this position. These statements are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees in this position.
ENVIRONMENT AND INTERACTION
Normal office environment.
- Reports To: VP, Deposit Operations Manager
PROFICIENCIES
- Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person and over the phone.
- Basic word processing and computer database skills.
- Ability to learn and navigate computer systems and websites necessary to complete job description and other duties as assigned.
- Effective interpersonal skills with the ability to work with individuals and groups at all organization levels; ability to work independently and as part of a team.
- Knowledge of mathematical principals.
- Ability to take initiative and prioritize tasks; good time‐management, organizational, problem‐prevention and problem‐solving skills.
- Knowledge and understanding of banking rules, regulations, laws and all policies and procedures pertaining to them including but not limited to the Bank Secrecy Act.
- Ability to work accurately with close attention to detail.
- Ability to maintain confidentiality of sensitive information.
- Must be self‐motivated, assertive, and perform well in a team environment.
- Must be organized and able to multi‐task.
EDUCATION AND EXPERIENCE
- High school diploma or equivalent.
- One to three years similar or related banking experience is required.
Skills Required
- High school diploma or equivalent
- One to three years similar or related banking experience
- Knowledge of banking rules, regulations and laws including the Bank Secrecy Act
- Experience reconciling DDA, GL, CD, teller cash and posting correcting entries
- Experience with incoming/outgoing wires, ACH processing, credit card payments and exporting ACH batches
- Experience with Remote Deposit Capture and maintaining merchant deposit processes
- Familiarity with I-Web and bank software/systems
- Basic word processing and computer database skills
- Strong written and oral communication skills and customer service ability
- Ability to maintain confidentiality of sensitive information
- Attention to detail, accuracy, time-management and ability to multi-task
- Ability to sit for long periods and lift up to 10 pounds
What We Do
Chickasaw Community Bank is a full-service financial institution and a wholly-owned subsidiary of the Chickasaw Nation. Established in 2002 and headquartered in Oklahoma City, Oklahoma, it offers a diverse array of checking accounts, savings accounts, investment products, mortgages, and lending services. The bank is dedicated to improving the lives of individuals, businesses, and Native communities nationwide through community-focused banking and lending.









