Central Services Supervisor

Exchange Bank • Santa Rosa, CA

9d • Onsite

About The Position

The Central Services Supervisor is responsible for coordinating and
administering the day-to-day duties of centralized back-office operations
activities.

Essential Functions:

Operational Administration
Attains and maintains technical knowledge and proficiency on all systems
used by the department.
Leads the team by effectively balancing department needs, branch support,
regulatory requirements and sound operational practices.
Demonstrates sound decision making by approving exception items and
transactions. Identifies when situations require escalation or knowledge
from an outside resource, and how to effectively access that resource to
ensure the best customer experience.
Performs operational functions including routine guide maintenance, payroll
approvals and callback.
Leads daily operational tasks ensuring they occur within regulatory time
frames.
Directs cross training efforts to ensure adequate coverage of department
responsibilities.
Works with Application Support, Technical Services and Bank Operations to
address problems with programs. Point person for assisting Bank Operations
with test scripts to process and validate Central Services systems when
changes are made. Tests and pilots’ programs to be used bank wide.
Carries out implementation of changes to existing operating procedures.
Provides additional operational coverage as needed, to support department.
Analyzes legal documents such as subpoenas and levies for correctness to
determine whether the requests are compliant with current laws and
regulations; responds accordingly.
Responds to legal orders and/or other research requests, assigning work as
needed to Central Services.
Manages and responds to incoming and outgoing adjustment and collection
items.
Ensures dormant account maintenance is performed in accordance with
regulatory guidelines.
Maintains record and actions log.
Supervision
Facilitates team meetings to train and inform their functional area of new
processes and changes to the department.
Schedule staff and assign work to ensure superior service and work plans
are met.
Recruit, select, and train new staff members to required standards of
production and performance within prescribed time frames.
Motivate and provide performance feedback for direct reports.
Prepare performance evaluations for assigned staff.
Routinely reviews department processes and procedures. Recommend methods
and procedures to improve department efficiency.
Responsible for secondary review of documentation and processes to ensure
that they have been completed in accordance with policy and procedures.
Provides guidance and help resolving more complex issues.

Non-Essential Functions:

Perform special projects, research and other duties as assigned.

Requirements

• 2 Year associate degree or an equivalent combination of education and experience.
• 5 years of experience in banking with progressive responsibilities.
• Ability to perform all duties of Central Services Specialist I, II, and III.
• Strong knowledge of Bank Core systems.
• Strong knowledge of bank operations, including new accounts.
• Basic knowledge of relevant State and Federal Banking regulations.
• Knowledge of modern supervisory principles, practices, and techniques.
• Skills operating a computer including spreadsheet software and word processing.

Responsibilities

• Attains and maintains technical knowledge and proficiency on all systems used by the department.
• Leads the team by effectively balancing department needs, branch support, regulatory requirements and sound operational practices.
• Demonstrates sound decision making by approving exception items and transactions.
• Identifies when situations require escalation or knowledge from an outside resource, and how to effectively access that resource to ensure the best customer experience.
• Performs operational functions including routine guide maintenance, payroll approvals and callback.
• Leads daily operational tasks ensuring they occur within regulatory time frames.
• Directs cross training efforts to ensure adequate coverage of department responsibilities.
• Works with Application Support, Technical Services and Bank Operations to address problems with programs.
• Point person for assisting Bank Operations with test scripts to process and validate Central Services systems when changes are made.
• Tests and pilots’ programs to be used bank wide.
• Carries out implementation of changes to existing operating procedures.
• Provides additional operational coverage as needed, to support department.
• Analyzes legal documents such as subpoenas and levies for correctness to determine whether the requests are compliant with current laws and regulations; responds accordingly.
• Responds to legal orders and/or other research requests, assigning work as needed to Central Services.
• Manages and responds to incoming and outgoing adjustment and collection items.
• Ensures dormant account maintenance is performed in accordance with regulatory guidelines.
• Maintains record and actions log.
• Facilitates team meetings to train and inform their functional area of new processes and changes to the department.
• Schedule staff and assign work to ensure superior service and work plans are met.
• Recruit, select, and train new staff members to required standards of production and performance within prescribed time frames.
• Motivate and provide performance feedback for direct reports.
• Prepare performance evaluations for assigned staff.
• Routinely reviews department processes and procedures.
• Recommend methods and procedures to improve department efficiency.
• Responsible for secondary review of documentation and processes to ensure that they have been completed in accordance with policy and procedures.
• Provides guidance and help resolving more complex issues.
• Perform special projects, research and other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree