Job Description
Job Description
JOB SUMMARY : The Senior Operations Officer will be responsible for oversight of branch operations in all markets. The SOO will create, maintain, and manage branch policies and procedures including teller operations, new accounts, policy exceptions and coordination of branch staff training. This position will work to advance and leverage technology within the organization, creating and improving accuracy and efficiency.The SOO will work closely with the Compliance Officer to ensure all policies and procedures are compliant with all laws and regulations.
JOB SPECIFICATIONS :
- Education : Bachelor’s degree or more than 10 years’ experience in a similar role.
- Experience : Banking experience required
- Required Skills : Proficiency in Microsoft Word, Excel and Outlook. Strong communication, technical skills and ability to work in a team environment
ESSENTIAL FUNCTIONS :
Serve as a liaison with the core provider and branch management to ensure the teller and new account systems and related forms are up to date and enhancements are communicated timely. Escalate system issues to core provider to resolve issues as they ariseManage parameters for the teller and new account systems to update fields when needed, troubleshoot with core provider, make necessary adjustments when enhancements are released, and other maintenance as neededMaintain a thorough understanding of the deposit and customer functions of the core in order to manage deposit processes and parameters in the core, including Year End tasks, tax reporting, enhancement testing, troubleshooting and other core functions, in coordination with the Director of Operations.Work with branches to ensure new account checkback is completed timely, accurately and errors are addressed appropriately. Maintain checkback forms and procedures as needed and train accordinglyLead recurring branch operations calls. Set agendas. Drive follow-ups. Ensure clear communication of updates, issues, and action items.Provide approval support for branch transactions, including wires. Support includes high dollar approval, exception approval, teller approvals and other branch and approval support as needed.Monitor branch certifications to ensure consistency, timeliness, and training occurs. Update procedures forms as needed when facility and certification changes occurServe as primary contact for cash ordering and shipping vendors, work with branches to maintain proper office vault limits and other cash and dual custody controlsMaintain teller balancing procedures and standards in the branches. Work with branch management to coach and train when balancing issues arise and review processes as needed.Coordinate branch operational guidance and training – including annual training schedule and monthly all-branch meetings, conduct trainings as neededWork with branch management and additional stakeholders to develop and train overdrawn account review and processing procedures at the branch levelCreate / update branch operational policies and procedures such as, but not limited to, opening and closing checklists, retention guidance, and office procedures. Maintain relevant SharePoint pages to ensure resources are updated and available for staff.Create and maintain new account documentation guidance and procedures including but not limited to : , IRAs, Power of Attorney, Trusts, Business formation documents, Beneficial ownershipServe as resource for questions regarding new account documentation including review of legal documents and escalation to management and legal counsel as neededWorks with management to develop and maintain account types and service charge routines and provide relevant training to new account and branch staffReview, process and approve legal services including garnishments, levies, subpoenas and summonsServe as an escalation point for complicated transactions, client issues, policy exceptions and as a resource for branch management.Create and review client letters related to mismanagement of accounts including fraud, NSFs, branch disruptionParticipate in the vendor management program, completing applicable reviews timely and accuratelyBe knowledgeable of bank compliance rules and adhere to all Federal and State banking regulations relating to this position, including but not limited to Reg O, Reg CC, Reg E.Follow all Bank compliance policies and procedures relating to this positionOther projects and duties as assignedWORK CONTEXT :
Ability to concentrate and focus on essential functions inappropriate priority order is required.Requires being punctual, dependable, detail oriented and responsible for work outcomes and results.Requires sitting for long periods and traveling to other departments and locations, as needed.Requires contact with others by telephone, use of electronic mail, and face-to-face interactions.Requires completion of assigned on-line training courses with a passing percentage.Professional environment requiring appropriate professional demeanor and attire.Work is performed indoors in environmentally controlled conditions.Ability to lift 30 lbs., if necessary.RELATIONSHIPS :
Reports to the Director of Operations for the fulfillment of functions and responsibilities.Brings together Branch teams, Relationship teams, and administrative teams to collaborate and advance the initiatives of the organization.CORE BEHAVIORS for DELIVERING ON THE PROMISE :
Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.Work Ethic. Be willing to go the extra mile for the client, whether internal or external.Influence. Be an active player in participating, building and contributing to service.Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.Problem Solving. Being creative, problem-solving mentality to every situation. See alternative, take initiative and assume responsibility for your actions.Communication. Keep other informed and up-to-date. Actively listen and learn from each other.Have a Sense of Community. We firmly believe that we’re only as strong as the communities we serve. Your involvement is an important part of who we are.Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran’s status.