Business Process Team Lead

Location: Henderson, NV | Full time (5 days weekly in office)

About the role

We are seeking a Business Process Lead to join the team within Premier Trust, a member of Osaic. This position is responsible for ensuring the basic administration of general office duties and will assist in supervising two +/- Business Process Administrators. The role also involves maintaining good customer relations.

Responsibilities

• Supervises 2 +/- Business Process Administrators to support the Premier Trust team.
• Organizes and maintains customer account files.
• Receives, scans, and distributes incoming mail/correspondence and cares for outgoing mail/correspondence.
• Provides effective customer service and directs incoming inquiries from internal and external customers to the appropriate partners.
• Operates computer, copier, scanner etc. to input and process data.
• Maintains strict confidentiality of all records and data received and produced.
• Complies with Bank Secrecy Act (“BSA”), OFAC Anti-Money Laundering (“AML”), and USA PATRIOT ACT policies, procedures, by properly verifying the identity of any person/business an account, maintaining records of the information used to verify each customer and consulting lists of known terrorists before opening an account.
• Comply with all company policies and procedures, state laws and regulations.
• Participate in required annual BSA/AML/OFAC and Compliance Training.
• All other duties as assigned.

Requirements

• H.S. Diploma or equivalent (GED) required and/or the equivalent combination of education and experience.
• Work-related experience should consist of administrative duties in the area assigned (such as Branch Banking, Human Resources, IT, Loan Processing, Marketing, Administration, CRA/Community Development, Trust etc.) with a financial institution background.
• Educational experience, through in-house training sessions, formal school or financial industry-related curriculum, should be business or financial industry related.
• Knowledge of Microsoft applications (Word, Excel etc.).
• Effective interpersonal and communication skills.
• Demonstrated ability to establish priorities and meet performance goals in a results-oriented fast-paced environment.

Pay

$30,000 - $33,000 per year + annual bonus. Actual compensation offered will be determined individually, based on job-related factors including location, skills, experience, and education.

Benefits

• Health, vision, and dental insurance
• 401k
• Vacation and sick time
• Volunteer days
• Additional benefits available (visit Osaic’s careers page for details)