Operations Associate I

Operations Associate I

Requirements

• Ability to work independently
• Multi-tasking in a fast-paced environment
• Outgoing self-starter
• Technically literate
• Strong interpersonal skills
• Desire to be in the customer service business
• Basic business acumen and professionalism
• Strong written and verbal communication skills
• Ability to build relationships and strong alliances across the organization
• Ability to quickly learn about the products and services offered by the bank

Responsibilities

• Managing the branch cash vault to within prescribed limits and serving as the vault custodian
• Serving as the branch’s ATM custodian; ensuring it remains stocked, functional, and balanced daily
• Auditing all negotiable instruments, cash drawers, foreign currency and related logs to ensure adherence to defined policies and procedures
• Responsible for all operational components in the branch such as balancing and researching cash errors, filing necessary BSA forms, compliance and security elements
• Staying abreast of all compliance and security requirements and implementing processes within the branch to ensure regular adherence
• Routinely reviewing new account opening documentation to ensure adherence to bank policies and procedures
• Opening deposit accounts and taking loan applications for various lending units
• Closing consumer loans
• Making referrals to other bank business lines and third-party partners
• Handling routine account maintenance and other servicing issues
• Processing monetary transactions such as cashing checks, making deposits, selling monetary instruments, buying/selling foreign currency, processing credit card cash advances
• Maintaining safe deposit records properly to include contracts, access slips and assisting customers with access to safe deposit boxes

Preferred Qualifications

No preferred qualifications provided.