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Banking Operations Associate

Company: Lively, Inc
Location: San Francisco
Posted on: March 19, 2023

Job Description:

About the Role
The Banking Operations Associate will be a key member of the banking operations team, supporting money movement, partner reporting, operational processes, and problem resolution. This role will work closely with the finance team to identify process improvements, and work with the legal team to maintain compliance and procedure documentation. This role is critical to the daily reconciliation process and crucial to creating a smooth channel of communication with users about their transactions and account funding. -
The position is based in San Francisco, and will be going into the office 2-3 days per week. We are only accepting applications of candidates located in the San Francisco Bay Area.

  • Cross-train on all physical mail opening, check deposit operations and processing
  • Assist with daily exception handling and Jira ticket follow-up
  • Work with outside vendors to improve collaborative processes
  • Assist with growth projects as new banking partners are onboarded
  • Build out department documentation as new processes arise
  • Identify opportunities to streamline processes and surface data for reporting purposes
  • Partner with both internal and external teams to problem solve
  • Accurately record data in our systems and ensure consistency in data entry processes

    Skills & Experience

    • 2+ years of financial services/fintech experience
    • Expert at Google Suite and its tools
    • Basic understanding of banking and investment instruments
    • Excellent written and verbal communication skills
    • Comfortable with ambiguity and able to create structure where necessary
    • Meticulous attention to detail (if something is off by a penny, you feel compelled to find that penny!)
    • Able to prioritize tasks in a high-volume, time-sensitive environment
    • Willing to put in extra hours during our busiest season, open enrollment (Nov. - Jan.)
    • A good sense of humor and a down-to-earth personality. We work hard, have fun, and treat people with respect.

      The base salary range listed below for this position is inclusive of all U.S. States and Washington D.C. Actual pay will depend on the candidate's location and experience.
      Salary range: $65,000 - $75,000 DOE
      Applicants must be currently authorized to work in the United States on a full-time basis with no sponsorship needed now, or in the future.

Keywords: Lively, Inc, San Francisco , Banking Operations Associate, Accounting, Auditing , San Francisco, California

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