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USD 50000-60000/yr

Branch Operations Specialist

United StatesUnited States·Hauppaugemid
OperationsOperations Specialist
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Quick Summary

Key Responsibilities

Review all IRA transactions to ensure accurate documentation is completed for all transactions. Support branch and Private Banking network in establishing new accounts, withdrawals, RMD’s,

Technical Tools
OperationsOperations Specialist

What We Offer

~1 min read

Responsibilities

~1 min read

Qualifications:

    • →College degree preferred or a combination of education and experience.
    • →Minimum 2+ years’ banking experience preferred.
    • →Knowledge of all IRA rules and regulations.
    • →Experience and knowledge of banking regulations.
    • →Self-starter with demonstrated ability to work both independently and efficiently.
    • →Outstanding time management skills and interpersonal skills.
    • →Ability to work with all levels within the organization.
    • →Possess excellent oral and written communication skills.
    • →Organized and detail oriented and exhibit flexibility and willingness to work at a rapid pace.
    • →Excellent critical thinking and problem-solving skills.
    • →Proficiency in Microsoft Office and various banking third-party platforms.
    • →Must be able to find a high-volume, dynamic, and team-focused environment engaging.

    Location & Eligibility

    Where is the job
    Hauppauge, United States
    On-site at the office
    Who can apply
    US

    About this job

    Pay per year
    $50,000–$60,000 a year
    8% below the $60,000 median for Operations Specialist jobs on Jobera (719 salaries).
    Who can apply
    United States
    Posted
    Today
    Employer
    has 16 open jobs on Jobera.

    Listing Details

    Posted
    October 14, 2026
    First seen
    October 14, 2026
    Last seen
    October 14, 2026

    Posting Health

    Days active
    0
    Repost count
    1
    Trust Level
    49%
    Scored at
    October 14, 2026

    Signal breakdown

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    Branch Operations SpecialistUSD 50000-60000