Associate, Banking Operations Specialist

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.

Who is Customers Bank?

Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.

We get you further, faster. 

Focused on you:  We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow.

On the leading edge:  We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.

Proven reliability:  We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust.

Position Overview

We are seeking a detail-oriented and dependable Banking Operations Specialist to support critical financial operations while providing external customer service support as needed. This role is responsible for wire processing, settlements, reconciliations, reporting, and data integrity across multiple systems. The ideal candidate thrives in a fast-paced environment, demonstrates strong accuracy and accountability, and is comfortable supporting evening operational processes when required.

What you’ll do:

• Oversee loan-level exceptions and providing feedback or approval as appropriate.
• Process manual wire requests and funds transfers using the bank wire systems and the warehouse lending collateral system (setup, approval, release)
• Support the processing of pool settlement verification, FHLMC 996s, MERS reporting, and loan transactions in the collateral system (curtailments, paydowns, advances)
• Perform closing agent setups, post-closing verifications, and research client requests
• Process incoming loan settlements including wire identification, purchase advice reconciliation and batch file processing
• Assist in the end of day close out reconciliation/reporting process and daily GL balancing
• Assist with daily/monthly management reporting
• Maintain data integrity across multiple platforms including collateral system, bank core system and operational databases
• Provide customer service support for online banking and collateral system access requests and password resets
• Assist in troubleshooting system issues and coordinate with internal teams as needed
• Contribute to process improvement initiatives to enhance operational efficiency, data accuracy, and client experience

What do you need?

• 2+ years of experience in financial operations, wire processing, or banking operations
• Familiarity with wire systems, settlement processes, and reconciliation
• Strong attention to detail and accuracy
• Ability to manage multiple priorities and meet deadlines
• Professional communication skills (verbal and written)
• Due to operational and end‑of‑day processing requirements, this role will work an approximate schedule of 11:00 PM – 7:00 PM Eastern Time.
• Strong sense of accountability, teamwork, and customer service

Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. 

Diversity Statement:

At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.