Decedent

MidFirst Bank•Oklahoma City, OK

16h

About The Position

The position will oversee and manage projects and day-to-day operations of the CD/IRA/Decedent department in Bank Operations. The CD/IRA/Decedent department acts as a resource to support the opening, maintaining, and closing of Certificate of Deposit and IRA accounts, ensuring proper documentation and transaction quality, as well as compliance with appropriate laws and regulations. This group also supports periodic government and year-end reporting activities. This position will be responsible for scheduling, planning, and defining the daily department workflow to ensure all necessary tasks are completed timely and accurately. It is also responsible for the quality of work performed, monitored through periodic quality control reviews. The individual will also lead training efforts to ensure procedures are thorough, complete, followed accurately, and that sufficient depth exists for each task. The successful candidate will be expected to develop strategies focused on process optimization, and work with internal and external partners to meet business objectives. This position will have extensive personnel responsibilities including coaching, counseling, hiring, and ongoing performance evaluations.

Requirements

At least 3 years banking or management experience is required
General understanding of the financial services industry and deposit-related laws and regulations
Ability to lead and motivate a team
Consistently perform in a volume driven environment where workload fluctuates, but deadlines stay the same and service levels must be met
Ability to communicate efficiently and effectively on the phone and through email to internal customers and business partners
Strong work ethic, critical thinking, and problems solving skills with attention to detail
Ability to escalate issues and concerns appropriately
Ability to prioritize and perform specific tasks independently
Ability to use standard computer software (MS Outlook, MS Excel) and quickly learn to navigate and operate job-specific software and web-based applications
High degree of reliability

Nice To Haves

College degree preferred, but not required

Responsibilities

Oversee and manage projects and day-to-day operations of the CD/IRA/Decedent department.
Act as a resource to support the opening, maintaining, and closing of Certificate of Deposit and IRA accounts.
Ensure proper documentation and transaction quality, as well as compliance with appropriate laws and regulations.
Support periodic government and year-end reporting activities.
Schedule, plan, and define the daily department workflow to ensure all necessary tasks are completed timely and accurately.
Monitor the quality of work performed through periodic quality control reviews.
Lead training efforts to ensure procedures are thorough, complete, followed accurately, and that sufficient depth exists for each task.
Develop strategies focused on process optimization.
Work with internal and external partners to meet business objectives.
Manage personnel responsibilities including coaching, counseling, hiring, and ongoing performance evaluations.
Aggregate and manipulate data into reports, drawing conclusions and identifying trends that lead to business improvements.
Learn, configure, and optimize the software applications used to support daily tasks.
Manage projects and facilitate product and process changes.
Perform other duties as assigned by management.