Operations Analyst

Responsibilities

• Collaborate with Operations Group in conducting research, review and analysis
• Support new account opening and maintenance
• Customize and validate test scripts for new partner programs and products
• Provide in-depth support for Partner incoming emails and messages
• Perform research, resolve issues and handle escalated inquiries
• Monitor and analyze data related to file movements
• Prepare required standard entries and dashboards
• Perform daily review and research to resolve outstanding items related to account processing
• Maintain knowledge of regulations including BSA, USA Patriot Act, OFAC, Regulation E, and UDAAP

Requirements

• 3 years of banking or fintech operations experience
• 3 years of banking experience with background in research, analysis, testing and escalation
• Ability to work Pacific time zone hours
• Proficiency in Microsoft Office and ability to learn software systems quickly
• Strong troubleshooting skills for escalated operational issues
• Excellent written and verbal communication skills
• High attention to detail and accuracy

Preferred Qualifications

• Previous experience in a leadership role

Benefits

• Medical, Dental, and Vision insurance
• Health Savings Account (HSA) and Flexible Spending Accounts (FSA)
• Life, Disability, and Supplemental Insurance
• 401(k) Retirement Plan with company matching
• Generous Paid Time Off and 11 paid holidays

About the Company

Coastal is at the forefront of modern banking, combining strong financial infrastructure with cutting-edge Banking-as-a-Service (BaaS) and fintech enablement strategies.