Banking Ops Specialist Job at Real Soft Inc, Islandia, NY

OTdyaWlqRXowL3hnQW1FYndjRVJzTUpNM1E9PQ==
  • Real Soft Inc
  • Islandia, NY

Job Description

Job Description

Job Description

Description:

Work Location: slandia, . No remote
8-5 EST
Phone/Zoom interviews- provide phone and emails

Title of Job: Retail Banking Operations Specialist

Contract: 6 Months (Likely to be extended)

Location: Islandia, NY (Hybrid)

 

Description:

8-5 EST

Phone/Zoom interviews- provide phone and emails

  What would “a day in the life” of this role look like? The Reconciliation & Government Reporting Team reconciles deposit bank accounts & GL's, completes unclaimed property reporting, Year End Tax form corrections, Year End reporting, Bank Control changes, Interface updates.

What would you say is the top priority for the worker over the first few weeks/months? Experience with GL and Reconciliation

What do you foresee being the biggest challenge in this role? Learning the manual processes with GL and Reconciliation

Top 3 Must-Haves (Hard and/or Soft Skills):

1.General Ledger and Reconciliation Experience

2.Intemediate Excel Knowledge / Navigation

3. 1 year of Retail Banking Experience

 

Top 3 Nice-To-Haves (Hard and/or Soft Skills)

1.Uncliamed Property

2. Ability to work independently and as part of a team

3. Knowledge of banking operations, financial principles, and regulations.

 

The CW-Banking Ops Specialist III role is a mid-level, operations-focused banking position requiring a mix of administrative, customer service, and process oversight skills. It blends transactional duties (verifying proofs, processing payments) with customer interaction and team mentorship responsibilities. The candidate will also need to work with core banking systems, adhere to compliance and confidentiality standards, and demonstrate problem-solving for non-routine issues.

 

Key Qualifications:

  • 2+ years preferred experience in banking operations or similar environments.
  • Comfortable handling referral calls, non-routine customer issues, and collaborating with advisors and loan officers.
  • Strong understanding of banking procedures, general ledger account balancing, and compliance policies.
  • Proficient in core banking applications and back-office processes.
  • Capable of working independently while also mentoring junior staff and contributing to SOP improvements.
  • Strong skills in accuracy, attention to detail, data reporting, and customer service excellence.

 

Ideal Candidate Traits:

  • Analytical and detail-oriented.
  • Skilled at handling sensitive information with discretion.
  • Adept at shifting between tasks and handling changes in workflow.
  • Collaborative, yet self-driven.
  • Communicative, both verbally and in writing.

 

 

Company Description

Incorporated in 1991, Real Soft Inc. (RSI) is a US-based global software solutions company, a pioneer in providing professional services and delivering business solutions. Our persistent focus has been on forging strong relationships through service excellence and cost containment for customers.
Address:
125 Village Blvd
Forrestal Village, Suite 200
Princeton, NJ 08540

Company Description

Incorporated in 1991, Real Soft Inc. (RSI) is a US-based global software solutions company, a pioneer in providing professional services and delivering business solutions. Our persistent focus has been on forging strong relationships through service excellence and cost containment for customers.\r\nAddress:\r\n125 Village Blvd\r\nForrestal Village, Suite 200\r\nPrinceton, NJ 08540

Job Tags

Contract work, Bank staff, Remote job, Shift work,

Similar Jobs

THE CHICAGO CLUB

Chief Financial Officer (CFO) (Chicago) Job at THE CHICAGO CLUB

 ...Join to apply for the Chief Financial Officer (CFO) role at THE CHICAGO CLUB Join to apply...  ...the day-to-day operations. This is not a back-office role; the CFO will lead frequent...  ...Create & sustain productive banking, insurance, & contractual relationships and... 

Gallagher

Senior General Liability Claims Adjuster - School and Religious Entities Job at Gallagher

 ... Claims Background: Commercial General Liability - School and Religious Claims Jurisdictional Experience: Any Active Adjusters' licenses: Any As a key member of our experienced Claims Adjuster team, you will: Investigate, evaluate, and resolve complex... 

YMCA of the Pines

Summer Day Camp Counselor - Clayton Job at YMCA of the Pines

Overview: Day Camp Counselor position is responsible for the supervisions of campers in a small group setting. To further the purposes of the YMCA by building relationships and developing character in all YMCA constituents. Under the guidance and supervision of the... 

Intuit

Data Science Manager, Customer Growth & Segmentation Job at Intuit

**Overview**The CG TurboTax Data Science org is looking for a strategic and hands-on **Data Science Manager** to lead our efforts in understanding, segmenting, and growing our customer base. In this role, you will spearhead initiatives that uncover insights into customer... 

Foster Lawson

Project Manager - Water/Wastewater Construction Job at Foster Lawson

 ...Project Manager - WATER/WASTEWATER &##128205; San Francisco Bay Area | &##128188; WWT Plants up to $300MM | &##127775; Top ENR-Ranked Contractor Were seeking a highly skilled and motivated Project Manager with 8+ years of experience in the water/wastewater sector...