Operations Development Manager

Community Financial System, Inc.•Batesville, IN

8d•Onsite

About The Position

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Requirements

5+ years in process development and leadership required
3+ years of supervisory experience required
Experience defining, refining, and implementing processes, procedures, and policies
Project management and oversight experience required
Demonstrated problem-solving, decision-making, and communication skills, with an emphasis on interpersonal skills and team collaboration
Continuous improvement and commitment to quality mindset required
Knowledge and demonstrated use of Microsoft Office products: Excel, Word, PowerPoint and Access, with a particular emphasis on Excel
Experience and comfort with technology required
Ability to build relationships with all levels of management, customers, and vendors
Ability to work independently with minimal supervision in a fast-paced environment
Willingness to engage in local functions to represent ClearPoint in the community

Nice To Haves

Knowledge of Microsoft SQL Server preferred

Responsibilities

Drives strategic business development initiatives that foster growth and profitability within the Operations functions.
Partners with Business Development leaders to deliver on new business opportunities and commitments.
Strengthens customer onboarding and retention experiences.
Builds impactful relationships with both internal teams and external business partners.
Executes the bank strategy to deliver on goals and objectives.
Ensures compliance with operational policies, procedures, and regulatory requirements.
Supports the Trust Senior Operations Officer in the leadership and delivery of strategic initiatives.
Collaborates and partners with Operations Management Team to support business growth development and implement strategies to deliver ClearPoint trust products and service solutions.
Reviews key performance metrics and financial data to ensure Operations goals are being met.
Prepares and presents status updates including MBR and other assigned reports.
Consistently reports progress and results throughout the year to ensure the Ops team is performing at a level consistent to achieve growth in sales and profit objectives.
Builds and maintains strong supporting relationships with Top Tier customers, addressing customer complaints and issues promptly and working to maintain or exceed customer satisfaction.
Reiterates, resells, and re-educates on the advantages of partnering with ClearPoint for funeral and cemetery recordkeeping services.
Serves as an active member on organizational committees, including Operations, Fiduciary Oversight Committees and other committees as needed or assigned.
Engages in outside vendor relationships to ensure quality delivery of service and fulfillment of contract terms.
Supervises direct reports to lead and develop staff to meet professional company goals.
Provides leadership and support in operations oversight.
Through supportive leadership, discusses individual employee goals and service performance with the appropriate supervisors.
Supports capacity planning and scheduling to ensure staff are trained and motivated to meet sales and service objectives and team goals.
Demonstrates ongoing compliance with all laws and regulations to ensure ongoing adherence to policies, procedures, and internal controls.
Completes all training requirements in a timely manner.
Other related duties as assigned or directed to support ClearPoint objectives.