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. Ensures 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.
Essential Duties And Responsibilities
- 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.
- Aids 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 in resolving complex issues within the areas of responsibility.
- 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
- Bachelor’s degree preferred; or equivalent combination of education and/or experience required.
- Minimum of three years experience in banking, preferably in operations, required.