Operations Specialist

Job Description

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose.

The Operations Specialist is responsible for reviewing and processing the external account enrollment verification report (R-00400), and processing of Hold Harmless requests for customer originated ACH transactions through Business Online Banking and Wire Transfers related to non-bank errors. The incumbent will process disputed Cashier Checks following the MoneyGram defined procedures. In addition, the incumbent will back up the Zelle Specialist & Dispute Specialists positions, as needed.

Job responsibilities:

• Logs and reviews the external account enrollment verification report (R-00400) to identify unusual activity, including but not limited to, taking the necessary actions to minimize unauthorized activity and follow up to ensure timely processing.
• Prepares and tracks Hold Harmless requests for customer initiated ACH transactions through Business Online Banking and Wire Transfers related to non-bank errors.
• Prepares and tracks disputed Cashier Checks following the MoneyGram defined procedures.
• Submits Unusual Activity Referrals to the Fraud Department per defined guidelines.
• Takes ownership of each Client interaction while treating Clients with respect and responding with empathy
• Assists with duties of team members as required during absences within the department.
• Assists with special projects/initiatives as assigned.
• Other duties as assigned.

Minimum Qualifications:

• High School Diploma or equivalent is required.
• A minimum of one year Banking Operations experience, preferred.
• A minimum of one year customer service experience, preferred.
• Some technical experience is required.
• Superior customer service skills are required.
• Detailed oriented; good organizational skills; and good written and verbal communications skills.
• Understanding of the importance of meeting deadlines.
• Must have the ability to work in a team environment and maintain control when handling various situations that may arise in a fast-paced environment.
• Must have the ability to work independently to resolve issues.
• Introductory to Intermediate level working knowledge of Word, Excel, and Teams
• Understanding of Regulation CC, Regulation E, and P2P payments preferred.

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.