Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. Develops a rapport and instills confidence with the client to develop credibility as a member of the Branch / regional team. Reviews requests with discretionary decisions to decide actions to be taken. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Supports the development of tools and delivery of training focused on branch administration and delivering business results. Cross trains team members to ensure coverage and contingency. Performs various operational activities to meet business objectives, client needs, and maintain overall service levels. Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions. Meets high quality service standards to maximize relationship retention and growth. Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines. Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
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Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree