Job description
JOB SUMMARY
Responsible for processing daily functions of the bank in a team environment. Responsibilities include processing time sensitive tasks and reviewing reports, documents, and other processes to mitigate losses and remain compliant. Provide operational support to branches and Senior Operations Department.
ESSENTIAL FUNCTIONS
- Research transactions and outages
- Stop payments
- Review system reports daily
- Log ‘Hold’ notices as received
- Process overdrawn accounts
- Process garnishments and other legal processes
- Process closed accounts
- Prepare assigned certifications
- Review fraud monitoring software exceptions daily
- Monitoring and reporting of inactive and dormant accounts
- Zero balance account processing and monitoring
- Unclaimed property annual reporting
- Help Desk ticket management and support for internal client requests
- Complete account maintenance as needed
- Participate in branch certification and audit process as assigned
- Maintain and review assigned operations reports
- Escalate any branch operations issues to the Senior Operations Officer as needed
- Work with Senior Operations team to increase branch operational knowledge and provide consistency throughout all locations
- All other duties as assigned to meet client and operational needs
- Become knowledgeable of bank compliance rules and adhere to Federal and State banking regulations relating to this position
- Follow all Bank compliance policies and procedures relating to this position
RELATIONSHIPS
The Senior Operations Assistant interfaces with Operations Support, Business Resources, Compliance, and all operational departments. Also interfaces with clients to resolve issues and explain processes.
WORK CONTEXT
- Ability to concentrate and focus on essential functions using discernment to prioritize tasks appropriately is required
- Requires being punctual, dependable detail-oriented and responsible for work outcomes and results
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Requires sitting for long periods and traveling to other departments and locations as needed
- Requires contact with others via telephone and in-person as well as use of electronic mail
- 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
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JOB SPECIFICATIONS (Applicant must qualify under the following specifications)*
- Education: Bachelor’s degree or equivalent professional experience
- Experience: 1-3 years of experience at a financial institution or relevant experience
Demonstrated Skills
- Broad understanding of banking operations and procedures
- Excellent attendance record
- Ability to manage multiple demands and priorities
- Ability to prioritize and organize work-load with little to no supervisory intervention
- Knowledge of Money Laundering Control Act, Office of Foreign Asset Control regulations, strategies and enforcement policies, familiarity with key banking regulations
- Working knowledge of bank laws and operations, risk assessment and analysis
- Knowledge of business English
- Ability to communicate orally in an effective manner and respond to common inquiries from regulatory agencies and outside consultants
- Ability to handle stress
- Competency in Microsoft Office Suite, specifically Excel
- Ability to communicate with co-workers with tact and diplomacy and a positive attitude
- Ability to work with others in a cooperative manner that supports a team environment
- Ability to lift 30 lbs if necessary
- Ability to work full-time hours as scheduled
CORE BEHAVIORS for DELIVERING ON THE PROMISE
- Be Genuine—Conduct yourself in a consistent, honest, and compassionate manner
- 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 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 passionately believe that we’re only as strong as the communities we serve, and your involvement is an important part of who we are.
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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._
Job Type: Full-time
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