POSITION SUMMARY:

Stretto is seeking a proactive and analytical Banking Operations Analyst I to join our dynamic team. This client-facing role is ideal for professionals with a strong background in banking operations, excellent communication skills, and a passion for solving complex problems independently. You will play a key role in ensuring seamless transaction processing, maintaining client satisfaction, and improving operational workflows.
Our environment is fast-paced and high-volume, requiring precision, agility, and the ability to manage competing priorities with confidence and professionalism.

EDUCATION AND EXPERIENCE REQUIREMENTS:

• Bachelor’s degree in Business, Finance, or a related field strongly preferred.
• Minimum 5 years of professional experience in banking operations or a related client-service role within financial services.
• Prior experience supporting proprietary or banking software platforms is highly desirable.
• Strong working knowledge of Microsoft Office (Excel, Outlook, Word).
• Bankruptcy knowledge is a plus but not required.

KEY SKILLS AND COMPETENCIES:

• Self-starter with the ability to take initiative, work independently, and manage competing priorities.
• Excellent analytical and problem-solving skills; able to assess issues methodically and devise effective solutions.
• Strong written and verbal communication skills with a high level of professionalism.
• Ability to thrive in a fast-paced environment and meet strict deadlines.
• Technically curious and eager to learn new systems and tools.
• Team-oriented mindset with a collaborative approach to work.

ADDITIONAL REQUIREMENTS:

• Must be willing and able to work from the Irvine, CA office as needed.
• This is a hybrid position requiring occasional in-office presence.

Client Service & Communication

• Serve as the primary point of contact for client inquiries related to account setup, fund transfers, ACH, wires, checks, reconciliation, and banking documentation via email and phone.
• Deliver high-touch, professional client service with a strong focus on responsiveness and resolution.
• Onboard new clients by gathering specific bank requirements and accurately setting up accounts in our system.

Operations & Transaction Management

• Oversee the end-to-end flow of banking instructions and transactions, ensuring accuracy and efficiency.
• Perform critical daily banking tasks while adhering to strict deadlines.
• Collaborate with banks and internal departments to troubleshoot and resolve transactional issues.

Problem Solving & Analysis

• Investigate and resolve complex software-related client issues by identifying root causes and implementing lasting solutions.
• Escalate unresolved or time-sensitive matters following established protocols.
• Use SQL to perform database queries and conduct data analysis as part of issue investigation and process improvements.

Systems, Testing & Documentation

• Gain expertise in proprietary software systems; stay up to date with ongoing platform updates.
• Submit system enhancement requests, support UAT (User Acceptance Testing), and validate outcomes.
• Maintain and update documentation, team procedures, and client communication templates.

Team Contribution

• Contribute to a collaborative and communicative team environment that values initiative, continuous learning, and shared success.
• Demonstrate professional judgment and take ownership of outcomes with minimal supervision.