Branch Operations Specialist
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 readResponsibilities
~1 min readQualifications:
- →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
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
freshnesssource trustcontent trustemployer trust
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