Finance Operations Officer III

TD Bank • Greenville, SC

8d • $23 - $31

About The Position

The Finance Operations Officer III provides a range of administrative, transaction processing, data gathering, verification, cleansing, report production and/or operational finance support for the overall Bank.

Requirements

• High School diploma
• 2+ years relevant experience

Nice To Haves

• Excel experience
• Analytical skills
• attention to detail
• good communication skills
• time management
• critical thinking
• Undergraduate degree/college diploma preferred

Responsibilities

• Handles operational finance activities such as processing/balancing/reconciling/validating transactions, investigating customer issues, preparation of files, data gathering and cleansing, report production and preparation etc.
• Processes various finance related transactions accurately, on time and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)
• Provides optimal internal customer and partner service, adhering to customer service standards
• Ensures exception/correction/payment items and inquiry items are identified and properly processed as per department guidelines
• Acts as a key resource to Finance partners by providing relevant and meaningful financial information/data, responding to inquiries and performing adjustments within authority levels
• Coordinates and/or consolidates financial information needs/requests
• Identifies key variances and contributes to the analysis, due diligence and execution and/or implementation of potential initiatives within defined area of responsibility
• Maintains working relationships with internal customers, partners and/or vendors including responding to questions and/or concerns in an effective and timely manner
• Contributes to the execution or delivery of financial and/or special initiatives and programs as assigned
• Keeps current on emerging issues and industry trends for the Business/Finance area being supported
• Prioritizes and manages own workload to meet SLA requirements for service and productivity
• Understands and applies operating policies and procedures
• Follows internal and industry regulations and standard operating practices in completing and recording transactions for either the organization or customers
• Escalates non-standard or high-risk activities as necessary
• Ensures documentation that is prepared/completed is accurate and properly reflects business intentions and is consistent with relevant rules/regulations
• Completes investigations – reports/escalates risk issues or process gaps identified
• Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency
• Ensures necessary due diligence to support the accuracy of all transactions/activities
• Be knowledgeable of and complies with Bank Code of Conduct
• Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest
• Supports the team by continuously enhancing knowledge/expertise in own area and participates in knowledge transfer within the team and business unit
• Participates in personal performance management and development activities, including cross training within own team
• Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
• Contributes to a fair, positive and equitable environment that supports a diverse workforce
• Acts as a brand champion for your business area/function and the bank, both internally and/or externally

Benefits

• Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED