Operations Analyst - Bank Operations

SUMMARY:

The Operations Coordinator is responsible for assisting teams within operations to identify, plan and complete projects. Additionally, the Operations Coordinator must be highly proficient in Microsoft Excel, Word and other programs; and understands the importance of technology.  Assists team Managers with planning, organizing, developing and controlling department activities to accomplish individual, team and company objectives. Ensure and assists the Operations Team in the documentation, standardization and measurement of key business processes to promote a total quality management environment; allows for the continual improvement and efficiency of key departmental processes. Responsible for providing internal customer support to all branches, treasury management and lending personnel concerning questions about the deposit and loan records on the deposit and loan systems. This position must work harmoniously with all departments within the organization.

 

CUSTOMER SERVICE SKILLS:

Willingness to provide a level of service which will clearly differentiate us from our competitors.

 

INTERPERSONAL SKILLS:

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.

Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Serves as an agent of change, finding new opportunities to serve our clients and bring new capabilities to the market.

Assists with training and guidance to team members with respect to understanding, processing and managing the workload.

Assists in the development and implementation of operational plans, policies, procedures, and goals that further scalability, automation and efficiency.

Collaborates with key leaders and stakeholders and guides change for scalability and automation.

Fosters strong relationships with key leaders and stakeholders across the bank to ensure collaboration and effective communication with other teams.

Attends meetings and partnership engagements with other business lines of the bank.

Assists in maintaining  policies, SOX control documentation, risk assessments and other controls around all assigned areas.

Assists with resolving complex issues within the areas of responsibility.

Assists with the process flow documentation for assigned systems and areas of responsibility and pursues areas of improvement.

Assists in maintaining the repository of procedures, processes, job aids and other critical information for functional areas.

Assists in driving the effective use of technology within functional areas.

Assists in managing to defined customer service level expectations and key vendor processing timelines.

Collaborates with business areas on new initiatives, processes or products and assists with implementation within functional areas.

Learns all aspects of the operations department – branch operations, deposit support, lending operations, payment operations and operations shared services to be a well-rounded operations employee.

Fills in when needed where teams may be short-staffed and provides assistance in the daily completion of work.

 

OTHER REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing.  You will also be expected to complete all assigned compliance training in a timely manner.

Ability to interact effectively across all levels of the organization, including senior management, the branch network, other departments and vendors.

Demonstrated ability to manage multiple priorities and delegate effectively to meet critica