Operations Services Specialist III

Join TBK Bank!

At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.

Position Summary: The Operations Services Specialist III plays a key role in supporting and enhancing operational efficiency across the Retail Branch Network and Fintech Operations (BaaS). This elevated position is designed for a highly skilled individual who will contribute to process improvement, automation, and technical problem-solving while continuing to support daily operational duties. The Specialist III will serve as a resource to the team, lead special projects, and identify creative solutions to improve workflows and reduce manual effort.

Technical & Strategic Support

• Identify and implement automation opportunities to streamline operational tasks and reduce manual processing.

• Lead or support special projects focused on improving operational efficiency, compliance, and customer experience.

• Analyze existing processes and recommend improvements using data-driven insights and industry best practices.

• Collaborate with cross-functional teams to support new product launches, system enhancements, and procedural updates.

• Assist with system migrations and conversions, including core, ensuring data integrity and operational readiness.

Operational Excellence

• Perform advanced quality control reviews of deposit accounts and maintenance requests to ensure accuracy and compliance.

• Manage complex account documentation and system updates, including CIF maintenance, address changes, and regulatory forms.

• Monitor and manage dormant/inactive accounts and unclaimed property processes.

• Create tax addenda and support tax-related documentation processes.

• Problem Solving & Innovation

Problem Solving & Innovation

• Serve as a go-to resource for resolving escalated issues and troubleshooting operational challenges.

• Develop and maintain tools or templates to support team efficiency and consistency.

• Research and respond to specialized requests such as SSA, Accuity, and Verification of Deposit inquiries.

• Create and automate Smartsheet or other notifications to retail teams to enhance communication and task tracking

• Support Fiserv case management for the Operations Services team, ensuring timely resolution and documentation of operational issues.

Cross-Functional Support

• Act as a backup to the IRA/HSA Specialist, assisting with account setup, maintenance, and compliance tracking.

• Support IRA/HSA-related customer inquiries and ensure proper documentation and regulatory adherence.

• Stay informed on IRA/HSA regulations and contribute to process improvements in these areas.

Team Collaboration & Support

• Assist team members with daily tasks and provide guidance on complex procedures.

• Share knowledge and best practices to promote skill development and consistency across the team.

• Support internal stakeholders by responding to inquiries and providing high-level customer service.

• Support and lead process improvement initiatives for Operations Services.

Experience & Education

• High school diploma or GED required; college coursework or certifications in business, operations, or technology preferred.

• IRA/HSA Certification preferred.

• Minimum 3-5 years of banking operations experience, with demonstrated success in process improvement or technical roles.

• Strong understanding of deposit account regulations, operational procedures, and banking systems.

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook); experience with automation tools or data analysis platforms is a plus.

• Strong analytical and problem-solving skills

• Detail-oriented with excellent organizational abilities

• Effective communicator with ability to collaborate across departments

• Self-starter with a continuous improvement mindset

• Ability to manage multiple priorities and meet deadlines

Work Environment

The work environment characteristics described here may be encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate noise (i.e. business office with computers, phone, and printers, light traffic).

• Ability to work in a confined area.

• Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.

• While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.

• Specific vision abilities are required by this job due to computer work.

• Light to moderate lifting is required.

• Regular, predictable attendance is required.

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Go on. Do it. Apply Today!