Senior Operations Associate

This is a fully remote position, open to applicants in New York.

📋 Description

• The Senior Operations Associate is responsible for managing daily deposit activities, Real Time Payments, and EFT operations, including ACH and wire transfers.

• This position also contributes to process enhancement, operational projects, and the formulation and upkeep of policies and procedures.

• This individual plays a pivotal role in optimizing the use of systems, automation, and AI-assisted tools within Operations.

• The perfect candidate must possess the ability to learn swiftly, have a keen eye for detail, and feel at ease working with a variety of systems.

• They assist in coordinating and scheduling daily tasks associated with EFT, ACH, and wire processing and serve as a departmental contact when the Operations Manager is unavailable.

• They support initiatives related to electronic funds processes and member services.

• They engage in projects linked to system upgrades, service improvements, and process modifications while keeping their work up to date in project and ticketing tools that adopt Agile-inspired methodologies.

• They either lead or assist in process evaluations and testing, helping to translate insights into production updates.

• They identify high-volume, rules-based tasks suitable for automation, including via RPA and AI-supported workflows, and collaborate with stakeholders to outline requirements, test solutions, and assess impact.

⛳️ Requirements

• A minimum of four years of transactional processing experience in a bank or credit union, with at least two years in a comparable Operations role; project experience is preferred, and supervisory experience is a plus.

• Proficiency in intermediate to advanced Excel (including lookups, pivot tables, and data cleansing) and comfort with data exports and dashboards; familiarity with basic data querying (e.g., SQL or BI tools) is preferred.

• Experience working with payment systems or RPA/automation tools (such as workflow engines, bots, scripting, or rules engines).

• Strong understanding of the rules and regulations governing transactional processing in financial institutions.

• Exceptional analytical, problem-solving, organizational, communication, decision-making, and time management abilities, with the capacity to manage multiple priorities and meet critical deadlines accurately.

• A college degree is preferred.

• Must be a resident of the United States.

🏝️ Benefits

• Comprehensive health insurance plans with an option for a Health Reimbursement Account.

• Life, AD&D, Short-Term Disability, and Travel Insurance coverage.

• 401k plan featuring a company match dollar for dollar up to 6 percent.

• Generous time-off policy including paid time off (PTO), volunteer time off (VTO), birthday PTO, and company-observed holidays.

• Monthly wellness and mental health activity stipend.

• Tuition reimbursement program.

• Pet benefits, encompassing insurance, discounts, “pawternity” PTO day, and more.

• Bonus and commission structure for eligible positions.

• Employee perks such as mortgage discounts.

• PTO purchase and sell-back options.

• Rewards and peer recognition schemes.

• Trust-based, outcome-oriented remote work environment for the majority of roles, after six months of service.