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Lively, Inc. logoLively, Inc.

Banking Operations Associate

Skills
Attention To DetailBusiness Process ImprovementData EntryDebit CardsFintechGoogle WorkspaceOral
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 2+ years financial services or fintech experience
  • Expert with Google Suite tools
  • Basic understanding of banking and investment instruments
  • Excellent written and verbal communication
  • Comfortable with ambiguity and able to create structure
  • Meticulous attention to detail
  • Able to prioritize tasks in a high-volume, time-sensitive environment
  • Willing to put in extra hours during busiest season (Dec. - Mar.)
  • Good sense of humor and down-to-earth personality

Day to day

  • Support money movement and partner reporting
  • Work closely with app support for process improvements
  • Maintain compliance and procedure documentation
  • Ensure smooth communication with member support about transactions
  • Critical daily reconciliation processes