Operations Specialist

First Western Bank & Trust has a full-time opening for an Operations Specialist.

Operations Specialist Benefits Include:

• Paid Vacation, Sick Leave and Holidays
• Health Insurance
• Dental Insurance
• Vision Insurance
• 401k with matching contributions
• Volunteer Paid Time Off
• Banking Benefits
• And More!

OPERATIONS SPECIALIST OVERVIEW

Responsible for completing daily operations activities for First Western Bank & Trust’s accounts to ensure the accuracy of records while adhering to the bank’s culture of excellence in customer service to its patrons.

• Greet visitors and customers in a courteous manner and work with them on various account issues
• Assist customers with general bookkeeping including but not limited to account transfers, stop payment requests, account closures and balancing issues
• Answer telephone inquiries from customers and internal staff regarding customer account transactions
• Research accounts as requested to verify transactions and provide documentation
• Distribute reports and notices from prior business day
• Perform daily reconciliation of the Bank’s general ledger accounts and make corrections or adjustments
• Prepare electronic files to post and code ACH returns and corrections to the Federal Reserve
• Administer debit card disputes including intake, application of provisional credit and performing write offs
• Process overdraft accounts, apply fees and send customer notifications
• Process or return non-post items
• Process chargebacks or redeposits
• Close overdrawn accounts and notify consumer reporting agency of bad accounts and report to collection agency
• Verify after-hours voice access transfers
• Balance the Bank’s official checks, debit cards, credit cards, ATMs, and Zelle
• Balance Canadian checks
• Reconcile teller/vault cash from prior day
• Compile statements, check copies and deposit history documentation for subpoenas
• Complete paperwork for levies, garnishments, and verifications
• Assist with processing check and account adjustments
• Assist with reviewing and auditing dormant and escheat accounts
• Refer escalated customer issues to management as necessary

• High School diploma or general education degree (GED) required
• Associate’s degree in business-related field preferred
• One year of banking, customer service or cashier related work experience preferred

OPERATIONS SPECIALIST SKILLS/ABILITIES

• Demonstrate good communication including oral, written and listening skills
• Courteous manners with the public and internal personnel
• Ability to multi-task with high level of accuracy and attention to detail
• Dependable in fulfilling assigned responsibilities
• Proficient 10 key and computer processing skills with knowledge of Microsoft programs
• Ability to handle confidential information with discretion

First Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.