Business Operations Specialist I
About The Position
Responsible for performing administrative, risk review, and project coordination duties to support the Cash Management Services (CMS) function; achieving goals as established in the Bank’s business objectives; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for the Cash Management Risk Assessment function; communicating with appropriate personnel; maintaining appropriate records and providing assigned reports. Performs administrative, risk review, and project coordination duties to support the Cash Management Services function of which the following are illustrative: Reports events to the Team Leader/Manager that can affect these products and services and that may lead to product or procedural changes. Works with Relationship Managers to process Applications for CM/TM Products Works with the Management Approval Team to obtain Credit approval for CM/TM Product Performs annual tasks that help to mitigate the risk associated with CM/TM Products Participates in various projects that are related to CM/TM Products Maintains an accurate record of all information as required by the examiners Reviews maintenance reports for the CM/TM products Updates and assists in the management of CM/TM related Access databases and performs other related reporting functions in Cognos Works in coordination with other departments to update cash management agreements, documents, and forms, by identifying updates needed annually within the CM/TM customer risk assessment review process. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Requirements
- Associates degree in a related field normally required
- Specialized bank Operations education/training/experience
- Must demonstrate strong communication skills
- Proficient interpersonal relations skills
- Proficient organizational skills
- Proficient PC skills, including knowledge of Microsoft Office Professional
- Working knowledge of applicable laws, rules and regulations, i.e., Reg E, BSA, and NACHA
- A minimum of three (3) years of related experience normally required
Responsibilities
- Performing administrative, risk review, and project coordination duties to support the Cash Management Services (CMS) function
- Achieving goals as established in the Bank’s business objectives
- Coordinating work within the department, as well as with other departments
- Complying with operating policies and procedures established for the Cash Management Risk Assessment function
- Communicating with appropriate personnel
- Maintaining appropriate records and providing assigned reports
- Reporting events to the Team Leader/Manager that can affect these products and services and that may lead to product or procedural changes
- Working with Relationship Managers to process Applications for CM/TM Products
- Working with the Management Approval Team to obtain Credit approval for CM/TM Product
- Performing annual tasks that help to mitigate the risk associated with CM/TM Products
- Participating in various projects that are related to CM/TM Products
- Maintaining an accurate record of all information as required by the examiners
- Reviewing maintenance reports for the CM/TM products
- Updating and assisting in the management of CM/TM related Access databases and performing other related reporting functions in Cognos
- Working in coordination with other departments to update cash management agreements, documents, and forms, by identifying updates needed annually within the CM/TM customer risk assessment review process.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
