Operations Specialist

NBT Bank

Operations Specialist processing daily system tasks and documentation for NBT Bank, a financial institution. Leading scheduled operations, resolving issues, and mentoring junior team members.

Posted 8/11/2026full-timeRemote • New York • 🇺🇸 United StatesMid-LevelSenior💰 $21 - $29 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership and mentoring abilities while managing daily production tasks and ensuring quality standards. Proficient in problem resolution and process improvement, with a solid understanding of accounting transactions and effective communication skills.

Highest-signal resume keywords

Leadership and MentoringAttention to DetailProblem ResolutionProcess ImprovementMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Accounting TransactionsProblem ResolutionReport WritingFractions and Percentages ApplicationSchwab Retirement Technologies Software

Soft Skills

Effective CommunicationTeam CoordinationAdaptability to Changing Demands

Tools & Technologies

Microsoft Office Applications

Certifications & Qualifications

Associate's Degree

Industry Keywords

Service StandardsDocumentationQuality RequirementsProduction Tasks

About the role

Key responsibilities & impact

Manage and process system-related daily tasks with minimal oversight, following documented procedures and policies within stated service standards
Perform daily production tasks while meeting quality and quantity requirements
Produce daily evidence and documentation of completed work
Check evidence and documentation prepared by junior team members
Communicate production issues, pending items, and stale items to the Manager or Team Lead
Resolve issues independently and report outcomes
Lead regularly scheduled team tasks and coordinate team members to complete tasks and documentation
Mentor junior team members
Anticipate and prioritize changing work demands with the team
Identify processing issues and opportunities for control improvements
Collaborate with the manager and peers to improve processes
Perform other duties as assigned

Requirements

What you’ll need

Associate's degree and three (3) years' related experience, or equivalent combination of education and experience
Basic understanding of accounting transactions and problem resolution
Ability to lead and mentor junior team members
Demonstrated attention to detail
Ability to read and interpret procedure manuals and technical procedures
Ability to write routine reports and correspondence
Ability to speak effectively with internal and external contacts
Ability to apply fractions, percentages, ratios, and proportions to practical situations
Ability to solve practical problems with limited standardization
Ability to interpret written, oral, diagram, or schedule-based instructions
Knowledge of Microsoft Office applications
Ability to develop advanced Schwab Retirement Technologies software skills through internal training within a reasonable time
Ability to communicate effectively with internal and/or external customers
Must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable
Ability to remain stationary for 75% or more of the time
Ability to move objects weighing up to 10 lbs

Benefits

Comp & perks

At least 22 days of paid time off annually, prorated in the year of hire
Six weeks of paid parental leave at 100% of salary
Comprehensive medical coverage
Employer HSA contributions for High Deductible Health Plan participants
Dental and vision coverage
Flexible spending accounts for healthcare and dependent care expenses
Employer-paid short-term and long-term disability coverage
Option to purchase additional long-term disability coverage
Employer-paid basic life insurance
Option to purchase supplemental life insurance
Voluntary hospital, accident, and critical illness coverage
401(k) plan with employer matching
Optional Roth 401(k)
Pension plan
Adoption assistance
Tuition reimbursement
Employee Assistance Program (EAP)
Pet insurance
Financial and banking services benefits
Financial planning assistance
Wellness initiatives
Flexible work arrangements
Career development programs and tools
Performance-based incentives