Operations Associate II

General Purpose

The Operations Associate II is the second level position in the Alpine Bank Wealth Management Operations Associates series. The Operations Associate II performs moderately complex administrative functions related to processing transactions and account management.

Essential Duties/Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Processes and reconciles daily income.
• Reviews, reconciles, and processes daily trade and money market settlements.
• Processes daily distributions, deposits, and internal transfers.
• Processes a variety of security and cash such as, but not limited to, Wires, ACH’s, checks, and other client related transactions, with minimal assistance.
• Trains staff on accounting functions.
• Gathers and organizes daily operational work. 
• Reviews account opening documentation to ensure full on-boarding process.
• Assists with the research and resolution of issues.
• Regular and reliable on-site attendance is required as an essential function of this position.
• Performs other duties as assigned. 

Employees are held accountable for all duties of this job.

Job Qualifications

Knowledge, Skills, and Ability:

• Ability to perform tasks independently.
• Proactive, analytical, and able to problem-solve and multi-task.
• Strong written and verbal communication skills.
• Proficient computer aptitude and research abilities.
• Advanced proficiency in Microsoft Word, Excel, PowerPoint, and internet research abilities.
• Organized, detail oriented, and able to prioritize multiple tasks and duties.
• Operate efficiently with a high degree of accuracy.
• Ability to work in a fast-paced environment.
• Ability to adhere to confidentiality practices and guidelines.

Education or Formal Training:

• High School Diploma or general education diploma (GED) equivalent required.
• At least 1 year of operations experience required.

Experience:

• Prior banking experience preferred.
• Previous work in customer service is preferred.
• An equivalent combination of education and experience may be substituted on a year-to-year basis.

Working Conditions

Working Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Activities:

These are representative of those which must be met to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk and hear. This is largely a sedentary role; however, some filing is required; it would require the ability to reach for and lift files, open filing cabinets and bend or stand on a stool as necessary. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee may have to lift up to 25 pounds.

Note:   This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. 

Starting Rate of Pay is from $19.00 to $24.00 per hour, depending on experience.

For an overview of our employee benefits please visit: Alpine Bank Careers Page 

Position anticipated to close March 1, 2026, or until filled.