Operations Associate II (Dedham)

About the position

The Operations Associate maintains primary responsibility for all operational elements of a banking office. Operational responsibilities include, but are not limited to, cash vault and ATM management, managing negotiable instruments, adhering to compliance and security requirements, routine cash drawer audits, executing on quality control processes around new account opening, and other such branch activities. Fully skilled in both sales and transactional capacities, incumbents also directly service retail branch customers as needed.

Responsibilities

• Managing the branch cash vault to within prescribed limits and serving as the vault custodian.
• Serving as the branch's ATM custodian; ensures it remains stocked, functional, and is balanced daily.
• Auditing all negotiable instruments, cash drawers, foreign currency (if applicable) and related logs to ensure adherence to defined policies and procedures.
• Responsible for all operational components in the branch such as balancing and researching cash errors, filing necessary BSA forms, compliance and security elements.
• Stays abreast of all compliance and security requirements and implements processes within the branch to ensure regular adherence.
• Routinely reviews new account opening documentation, to include some that is more complex (i.e. corporate resolutions, business customer profiles, businesses designated as high-risk, etc.) to ensure adherence to bank policies and procedures.
• Coaching teller line employees, assisting others with problem transactions and customer issues.
• Opening deposit accounts and taking loan applications for various lending units.
• Closing consumer loans.
• Making referrals to other bank business lines and third-party partners.
• Handling routine account maintenance and other servicing issues.
• Processing monetary transactions such as cashing checks, making deposits, selling monetary instruments, buying/selling foreign currency, processing credit card cash advances.
• Maintaining safe deposit records properly to include contracts, access slips and assisting customers with access to safe deposit boxes, as applicable based on branch configuration.

Requirements

• High school diploma or equivalent.
• 4+ years of related job experience required.
• Enthusiastic individuals with strong interpersonal skills and a desire to be in the 'customer service' business.
• Basic business acumen and professionalism.
• Ability to communicate information and ideas so others will understand.
• Ability to build relationships and strong alliances across the organization.
• Must be able to quickly learn all details about the products and services offered by the bank.

Nice-to-haves

• Ability to work independently and multi-task in a fast-paced environment.
• Outgoing self-starter and technically literate.
• Advanced coaching skills with the ability to create and deliver employee Individual Development Tracker plans (IDT's) and assist with writing employee reviews.