SENIOR OPERATIONS SUPPORT SPECIALIST

JOB SUMMARY:  The Senior Operations Support Specialist will support the Senior Operations Officer in maintaining oversight of all branch functions. They will process day to day operations reporting as well as assist in creating and maintaining branch procedures including teller operations, new accounts, IRA and HSA activity. They will also provide support to branch operations and provide training as needed.  

JOB SPECIFICATIONS  

• Education: Bachelor’s Degree or more than 2-year experience in a similar role. 
• Experience: Previous branch operations experience at a financial institution and is required. New account experience is preferred. 
• Required skills: Proficiency in Microsoft, Word, Excel, and outlook. Strong communications, technical skills, and ability to work in a team environment. 

ESSENTIAL FUNCTIONS

• Complete new account checkback, reporting process, and maintenance. 
• Prepare assigned certifications. 
• Help Desk Ticket and department email management support for internal client requests.
• Complete account maintenance as needed.
• Participate in branch certification and audit process as assigned.
• Review and maintain assigned operations reports.
• Escalate any branch operations issues to the Senior Operations Officer as needed.
• Assist with creating and maintaining operational procedures. Provide training as needed.
• Work with Senior Operations team to increase branch operational knowledge and provide consistency throughout all locations.
• All other duties as assigned to meet client and operational needs.
• Become knowledgeable of bank compliance rules and adhere to Federal and State banking regulations relating to this position.
• Follow all Bank compliance policies and procedures relating to this position.

WORK CONTEXT

• Ability to concentrate and focus on essential functions in appropriate priority order is required.
• Requires being punctual, dependable, detail oriented and responsible for work outcomes and results. 
• Requires sitting for long periods and traveling to other departments and locations, as needed.  
• Requires contact with others by telephone conversations, use of electronic mail, and face-to-face discussions. 
• Requires completion of assigned on-line training courses with a passing percentage. 
• Professional environment requiring appropriate professional demeanor and attire. 
• Work is performed indoors in environmentally controlled conditions.

SKILLS:

• Broad understanding of bank operations and procedures
• Excellent attendance record 
• Ability to manage multiple demands and priorities.
• Knowledge of Money Laundering Control Act, Office of Foreign Asset Control regulations, strategies and enforcement policies, familiarity with key banking regulations 
• Working knowledge of bank laws and operations, risk assessment and analysis
• Ability to prioritize and organize workload with little to no supervisory intervention.
• Knowledge of Business English
• Ability to communicate orally in an effective manner and respond to common inquiries from regulatory agencies and outside consultants.
• Ability to handle stress.
• Competency in Microsoft Office Products 
• Working knowledge and experience with Excel
• Ability to communicate with co-workers with tact and diplomacy and a positive attitude.
• Ability to work with others in a cooperative manner that supports a team environment.
• Ability to lift 30 lbs. if necessary.
• Ability to work full-time hours as scheduled.

RELATIONSHIPS

The Senior Operations Support Specialist interfaces with Branch Operations, Operations Support, Business Resources, Compliance, and all operational departments. Also interfaces with clients to resolve issues and explain processes.

CORE BEHAVIORS for DELIVERIN