Branch & Private Banking Operations Specialist

Dime Careers•Hauppauge, NY

2d•Onsite

About The Position

Dime Commercial Bank is hiring a Branch & Private Banking Operations Specialist at its headquarters in Hauppauge, Long Island. This in-office role supports the Branch Operations team and the branch and Private Banking network. The specialist serves as a primary contact for operational questions and issues, and helps ensure consistent compliance with policies, procedures, and regulations through procedure writing and revision, monitoring, and operational support. Salary ranges from $50,000 to $60,000 annually, commensurate with experience. Exact compensation may vary based on relevant experience, skills, education, training, licensure and certifications, and location. Applicants must attach a recent resume.

Requirements

College degree preferred, or a combination of education and experience.
Minimum of 2+ years of banking experience preferred.
Knowledge of IRA rules and regulations.
Experience and knowledge of banking regulations.
Ability to work independently and efficiently as a self-starter.
Strong time-management and interpersonal skills.
Ability to work with all levels within the organization.
Excellent oral and written communication skills.
Organized and detail-oriented, with flexibility and willingness to work at a rapid pace.
Excellent critical-thinking and problem-solving skills.
Proficiency in Microsoft Office and various banking third-party platforms.
Must find a high-volume, dynamic, team-focused environment engaging.

Nice To Haves

College degree.
Minimum of 2+ years of banking experience.

Responsibilities

Review IRA transactions to ensure documentation is accurate and complete.
Support branches and Private Banking with new IRA accounts, withdrawals, required minimum distributions (RMDs), closeouts, and transfers.
Oversee and review branch and Private Banking compliance with regulatory requirements, including BSA, CIP, Reg D, Reg CC, and Reg DD.
Support the Business Process Manager and Integrated Teller applications for the branch and Private Banking network as needed.
Monitor the Service Desk ticketing system and assist with product knowledge.
Write and modify branch procedures to provide instructions and create efficiencies across the branch and Private Banking network.
Serve as a resource for branches, Private Banking, and other departments in resolving operational problems.
Identify patterns in recurring problems and recommend procedural revisions and/or training issues.
Perform File Maintenance reviews for Branch Operations staff.
Serve as the central contact for new consumer and business accounts and maintain the repository for related documents.
Ensure required account documents are received, completed properly, and set up correctly in the system.
Ensure documents are scanned and archived correctly in Director.
Support Branch Operations functions, including year-end reporting, IRA account monitoring, Sox testing, testing workflows on Expedite, and Quality Assurance Reviews/Audits.
Provide Digital Banking support for online account opening, review daily branch reports, and complete daily attestation.
Provide support to the Deposit Operations Department as required.
Perform other duties as assigned.