At this level, banking operations specialists must have top-notch technical and internal customer service skills. The proven ability to communicate clearly about complex issues is also important, as is a good understanding of banking procedures, products and operations. A bachelor’s degree in finance, business or a related field and three or more years of experience are required.
Typical banking operations specialist duties:
Investigating customer questions and issues and following up as necessary with solutions or escalation to managementMaintaining databases of customer information and retrieving and analyzing information as neededProviding marketing and operational support to managersMonitoring client activities, recognizing needs and promoting services
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Salary for Banking Operations Specialist in San Jose, CA
53790 -
113520
25th percentile
53790
The candidate is new to the role and building the needed skills, experience and autonomy.
50th percentile
80520
The candidate has the experience to perform core responsibilities without direct supervision and is comfortable with the role’s processes and subject matter.
75th percentile
113520
The candidate delivers value beyond the stated job duties, has advanced qualifications and experience, and is ready for the next career level.
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