Operations Reconcilement Team Leader

Primary Purpose

The Operations Reconcilement Team Leader is responsible for performing daily and monthly Operations related to general ledger reconcilements and research/clear outages in a timely manner.

Pay

The good‑faith compensation range for this role is expected to be $53,000 to $65,000, based on the role, market, internal equity, and candidate qualifications.

Responsibilities

• Lead presentations related to the inner working of the Core Balancing Team for the Training and Development Team.
• Participate in meetings with the Core Applications Balancing Manager and other lines of business, covering merger balancing, new product balancing, and issue resolution for items related to the Core Balancing Team.
• Assist the Core Applications Balancing Manager in working with the line of business on compliance and risk management.
• Manage the rotation for review of departmental policies and procedures.
• Manage the rotation of General Ledger accounts balanced by the Core Balancing team to ensure cross‑training.
• Assist the Core Applications Balancing Manager with approving and maintaining daily schedules and approvals of timecards and vacations.
• Compile all daily reports from various internal sources.
• Use program tools and research to reconcile all loan General Ledger accounts daily.
• Perform research and follow‑up to ensure outstanding entries are cleared in a timely manner.
• Provide training and guidance to all bank employees to assist with proper entry of transactions.
• Note any concerns, errors, or unusual activity to management.
• Adhere to applicable federal laws, rules, and regulations, including those related to Anti‑Money Laundering (AML) and the Bank Secrecy Act (BSA).
• Perform other duties as required or assigned that are reasonably within the scope of this job classification.

Minimum Required Skills & Competencies

• High school diploma or equivalent.
• Previous experience in a financial or accounting environment.
• Exquisite member service skills in person, on the telephone, and through email.
• Ability to work independently, use logic and judgment to make appropriate decisions, and work well under pressure to meet deadlines.
• Proficiency in Excel, Outlook, and Microsoft Office products.

Desired Skills & Competencies

• Education with an emphasis in Business, Finance, or Accounting.
• Previous work experience in banking or account reconcilement.
• Working knowledge of the FIS Insight Core System (helpful).
• Experience in various banking lines of business (Loans, Deposits, ACH, etc.).
• Previous experience supervising others.

Physical Requirements

• Express or exchange ideas by means of spoken word via email and verbally.
• Exert up to 10 pounds of force occasionally, use arms and legs, and sit most of the time.
• Close visual acuity to analyze data, view a computer terminal, read, and prepare documentation.
• Not substantially exposed to adverse environmental conditions.
• The physical demands described are representative of those that must be met to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.