CCBX Operations Analyst

ABOUT US

Coastal Community Bank is a little bit of banking and a little bit of tech-ing. The people at Coastal don't just help people with their banking; they help reshape how banking technology allows and serves EVERYONE. We think and work like entrepreneurs, always moving and constantly improving. We care about each other, are go-getters, work hard, and play hard. If you're someone who thrives on innovation, wants to help others succeed, knows how to think outside the box, and believes that we're all in this together -- you belong here.

WHAT YOU’LL DO AT COASTAL

Operations Analyst is responsible for performing testing, research, review and analysis along with resolving issues and escalate inquiries as related to CCBX Operations.

  HOW YOU’LL DO IT

· Collaborate with Operations Group in conducting research, review and analysis.

· Support new account opening and maintenance.

· Customize test scripts for all new partner programs and products.

· Validate test scripts prior to program or product launch.

· Provide in-depth support for Partners incoming emails and messages. 

· Perform research, resolve issues and handle escalated inquiries.

· Monitor and analyze data related to file movements.

· Prepare required standard entries and dashboards.

· Provide Support for projects and initiatives.

· Perform daily review and research to resolve outstanding items related to account processing.

· Make recommendations to the Management regarding improvement in efficiency and current practices.

· Maintain proficient knowledge of the rules and regulations, including but not limited to, the Bank Secrecy Act (BSA), USA Patriot Act, OFAC, Regulation E, Truth In Savings Act and Unfair, Deceptive or Abusive Acts or Practices (UDAAP).

· Participate in internal committees and other meetings regarding the CCBX Partners.

· Compliance with all regulatory requirements.

WHAT YOU’LL BRING

 QUALIFICATIONS

· 3 years previous banking experience with background in research, analysis, testing and escalation.

· Ability to manage own workload, manage multiple tasks/projects and deliver against time pressured deadlines.

· Must be able to troubleshoot and resolve escalated operational issues, questions, and daily processing exceptions with minimal guidance and supervision.

· Exercise appropriate judgement when prioritizing work tasks.

· Excellent written and verbal communication skills.

· Attention to detail and accuracy a must.

· Cooperative and professional attitude with excellent team working skills.

· Must be proficient in computer skills including Microsoft Office and can learn software systems quickly.

· Ability to effectively present information and respond to questions from management, affected departments and our Partners.

EDUCATION & EXPERIENCE

· 5 years previous banking experience preferred with background in fintech.

· Experience is a leadership role preferred.

HOW YOU’LL THRIVE AT COASTAL

Be the Best – Communicate effectively, pay close attention to detail, and prioritize your personal development.

Be Relentless – Thrive in a goal-oriented environment exercising both patience and persistence. Advocate for our customers and team members and strive to promote the Coastal Difference.

Be Un-Bankey – Be a forward thinker with a creative mindset. Build long-lasting relationships promoting the Coastal Difference, built on a foundation of integrity, honesty, and trust.

Embrace Gray Thinking – Use sound judgment while decision-making and problem-solving. Think outside the box.

Stay Flexible – Organize and strategize effectively while always being prepared to adapt on the fly. Seek efficiencies for Coastal to work smarter, not harder.

Take Care of Each Other – Understand what it means to be a true team player and have your teammate's back. Practice self-awareness and build your emotional intelligence.

BEING YOU AT COASTAL

Coastal is proud to be an equal opportunity employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are also committed to compliance with all fair employment practices.

PHYSICAL DEMANDS

The physical demands described below are required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

While performing the duties of this job, the employee must:

· have the ability to sit for extended periods of time

· have the ability to stand for extended periods of time

· have the ability to perform repetitive finger, hand, and arm movement

· have the ability to use electronic office equipment such as a computer keyboard, mouse, ten key, telephone, etc. 

· view and read computer screen for extended periods

· occasionally stoop, kneel, crouch, or crawl

· occasionally lift or move up to 10 pounds

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.