Senior Branch Operations Associate - RJ Bank

Job Description Summary

Utilizes specialized expertise gained through experience and/or training to support the management of assigned tasks, ensuring operational efficiency and productivity improvements through collaboration with the team. Aiding in performing comprehensive quality assurance evaluations of associate output, including the identification and correction of inaccuracies. Establishes clear instructions, procedures, and guidelines in alignment with department policies and control standards. Maintains a strong understanding of bank product reconciliation. Engages with internal and external customers to identify, research, and resolve account maintenance issues. Contributes to projects related to operational initiatives, working closely other departments, and external partners.

Job Description

·  Risk Analysis & Issue Resolution

• Assess risks, proactively addressing discrepancies.
• Investigate error activity, and implement corrective actions.
• Resolve systemic and operational issues.

·  Bank Product Reconciliation

• Reconcile reporting and balancing of various bank products.

·  Efficiency & Productivity Improvements

• Propose and implement initiatives to enhance workflow efficiency.
• Assist with special projects to drive operational improvements.

·  Documentation & Reporting

• Develop new procedures and update existing policies.

·  General Administrative Tasks

• Utilize standard office equipment and required software applications.
• Perform additional responsibilities as assigned.

·  Functional Area Operations & Systems

• Understanding of operational processes and systems within the assigned functional area.
• Knowledge of tools, techniques, and procedures for effective task completion.

·  Banking & Investment Concepts

• Experience with checking accounts, money markets, and certificates of deposit.
• Awareness of basic investment practices and securities industry operations.
• Principles of banking, finance, and financial markets relevant to the role.

·  Quality & Compliance Adherence

• Follow mandatory procedures to ensure adherence to quality standards, regulatory codes, and internal policies.

·  Attention to Detail & Big-Picture Thinking

• Maintain accuracy while keeping a broad perspective on overall objectives.

·  Data Analysis & Interpretation

• Independently analyze, and assess data using preset tools, methods, and formats.

·  Project & Task Management

• Organize, manage, and track multiple assignments with shifting priorities in a dynamic work environment.

·  Communication & Collaboration

• Communicate effectively in both oral and written formats.
• Work independently while also contributing in a team setting.

·  Relationship Management

• Establish and maintain effective working relationships across all levels of the organization.

Technical & Analytical Skills

• Risk Assessment – Ability to identify discrepancies and assess risk factors effectively.
• Bank Product Reconciliation – Proficiency in balancing and reconciling financial transactions.
• Data Analysis – Strong capability to analyze data using preset tools and methods.
• Auditing & Compliance Knowledge – Familiarity with regulatory procedures and internal audit controls.

Organizational & Problem-Solving Skills

• Detail-Oriented Thinking – Ability to focus on specifics while maintaining a broad perspective.
• Multitasking & Prioritization – Skill in managing multiple assignments with shifting priorities.
• Process Improvement – Initiative in identifying efficiency and productivity enhancements.

Technology & Software Proficiency

• Banking Systems & Functional Tools – Familiarity with financial systems relevant to banking operations, and willingness to adapt to new systems.
• Standard Office Software – Competence in using essential software applications like Excel, Word, and financial tools.

Education

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Less than 25%

Workstyle

Resident

At Raymond James our associates use five gu