Operations Specialist

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Norwich, NY
In-Office
Fintech • Software • Financial Services
The Role
Pay Range: $17.50 - $21.53

Responsible for performing various duties related to the Operations area to include working with moderately complex and routine deposit/electronic banking transactions. Ability to interpret all types of consumer/commercial account relationships and deposit/electronic banking documents. Provide guidance and ensure resolution to a variety of exceptions relating to deposit/electronic banking setup and maintenance.

Education and Experience:

  • High School Diploma or equivalent required, Associates Degree preferred
  • Minimum of 2 years experience in an Operations related role required

Skills and Abilities:

  • Self-starter (ie after initial managerial direction and instruction, candidate is able to complete assigned tasks, identify issues not addressed, and escalate appropriately).
  • Strong analytical and problem solving skills. Ability to make recommendations regarding resolution to issues or problems.
  • Strong communication skills as evidenced by an ability to effectively interact with all internal and external customers in a professional manner, providing a high level of customer service.
  • Strong organizational skills as this role is part of a team that is jointly responsible for task completion. Ability to monitor their own workload, while being an active part of the overall team effort.
  • Good understanding of banking practices and knowledge of bank products. Ability to quickly learn and retain product and system specific information/ procedures.
  • Proficient in Excel and Word. Ability to competently use supporting systems such as: Nautilus, Fiserv Signature.

Tasks Performed:

  • 50% Accurately process moderately complex monetary/non-monetary transactions; accurately set up new deposit/electronic banking accounts; verification of proper account set up; reconcile assigned accounts; resolve exception issues; ensure compliance with regulations.
  • 15% Maintain and actively work to resolve any errors related to the setup and maintenance of deposit/electronic banking accounts.
  • 15% Perform routine functions to include but not limited to loading new accounts in the core accounting system, account maintenance, reviewing transactions to ensure accuracy and responding to internal and external customer inquiries.
  • 15% Research, analyze, and resolve moderately complex issues related to the deposit/electronic banking transactions.
  • 5% Other duties as assigned.

Physical Requirements:

  • Communicate effectively with internal and/or external customers
  • Stationary 75% of time or greater
  • Move Objects to Maximum 10 lbs

Benefits for Full-Time Employees: 

  • Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. 

  • Parental Leave: Six weeks of paid leave at 100% of your salary. 

  • Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. 

  • Dental and Vision Coverage: Ensuring your overall health and well-being. 

  • Flexible Spending Accounts: For healthcare and dependent care expenses. 

  • Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. 

  • Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. 

  • Voluntary Benefits: Including hospital, accident, and critical illness coverage. 

  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.

  • Adoption Assistance: Supporting your growing family. 

  • Tuition Reimbursement: Invest in your education and career growth. 

  • Employee Assistance Program (EAP): Access to support and resources. 

  • Financial and Banking Services: Various benefits and financial planning assistance. 

Benefits for Part-Time Employees Working 20+ Hours/Week: 

  • Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. 
  • Generous Parental Leave: Six weeks of paid leave at 100% of your salary. 

Benefits for All Part-Time Employees: 

  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future

  • Paid Sick and Safe Leave: For your health and safety. 

  • Employee Assistance Program (EAP): Access to support and resources. 

  • Financial and Banking Services: Various benefits and financial planning assistance. 

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

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The Company
HQ: NorwichNorwich, NY
1,558 Employees
Year Founded: 1856

What We Do

NBT Bancorp Inc. is a financial services holding company headquartered in Norwich, N.Y. The company primarily operates through NBT Bank, N.A., a full-service community bank and two financial services companies. NBT Bank has over 150 locations in seven states with offices in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, Maine and Connecticut. NBT Bank is an Equal Housing Lender and member of FDIC. EPIC Advisors, Inc., based in Rochester, N.Y., is a full-service 401(k) plan recordkeeping firm. NBT Insurance Agency, LLC, based in Norwich, N.Y., is a full-service insurance agency.

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