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

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  • 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,

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