Operations Associate

Operations Associate

Under close supervision, this position performs various operational and administrative activities, routine to complex in nature, which are related to client relationships and account administration. This is the less experienced job in the job family. Incumbent is expected to perform routine and complex duties of the job functions. A certain degree of creativity, diplomacy and latitude is required. Use the Company's computer systems in daily management of accounts. Required to speak and write in a clear, organized, and concise manner.

Key Responsibilities

• Processes all client requests including deposits, disbursements, transfers, account openings and closings on a daily basis. Executes daily pending transactions such as client bills, check requests, wire transfers, ACH transactions, and depositing checks.
• Communicates directly with clients to obtain approvals when necessary, in collaboration with client team members. Works on all types of correspondence and reports. Is responsible for the organization, maintenance and storage of client files on Salesforce (includes bills paid, tax returns, funds transfer requests, correspondences, etc.).
• Researches and resolves discrepancies and client inquiries. Communicates with third-parties on behalf of clients to gather information and resolve issues.
• Assist with preparation of client meeting materials.
• Handle clerical responsibilities such as phones, mailings, copying and scanning.
• Assists the department manager in special projects as required.
• As a member of Beacon's administrative team, assist with mailings and other initiatives impacting the entire company. Part of a team offering administrative support within the organization such as room reservations, client meeting setup and breakdown, maintaining a clean office space, etc.

Skills and Training Required

Work Experience

Education

Bachelors Degree

Working Conditions

Hazards

The hazards are mainly those present in a normal office setting and those present in commuting by car. Occasionally, they may be exposed to those conditions present in public forums and meeting places.

This job description may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.

Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.

Pay Details : $23.85 - $29.79

Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and / or individual goal achievement and performance.

Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.