Operations Team Lead

Oregon Pacific Banking Company•Portland, OR

57d

About The Position

JOB SUMMARY: Provide assistance to new customers and established clients. Provide a variety of client savings, checking and credit account transactions. Responsible for the efficient operation of the teller duties and compliance with federal and state regulations as well as Bank policies and procedures. Responsible to supervise and mentor operational staff. JOB SPECIFICATIONS: Education: High school graduate or equivalent Experience: 2-3 years experience in bank operations

Requirements

High school graduate or equivalent
2-3 years experience in bank operations
Demonstrated knowledge of Business English
Demonstrated competency in, and knowledge of, all branch banking operations
Demonstrated competency in vault operations and procedures
Demonstrated competency in cash control procedures
Demonstrated knowledge of financial institution operations, policies, procedures and regulations
Demonstrated ability to interpret bank policies and procedures to clients
Demonstrated willingness to assume responsibility
Demonstrated ability to lead, supervise, and train department staff
Demonstrated ability to be detail oriented with good problem-solving skills
Demonstrated competency in written communication and presentation skills
Demonstrated competency in providing exemplary client service in a professional manner
Demonstrated ability to deal with clients under circumstances requiring tact and diplomacy
Demonstrated ability to tolerate high levels of stress
Demonstrated competency in basic mathematical skills such as calculating interest and percentages
Demonstrated ability to lift bags of coins up to 30 pounds

Responsibilities

Use software applications as required by specific job functions
Use procedures and forms relating to the activities of the assigned work unit
Perform various account transactions such as receiving deposits, verifying cash and endorsements, ordering checks, processing wires, accepting loan payments, selling cashier checks and processing cash advances.
Accept checks for cashing or paying; verify endorsements; identify clients and customers; insure validity of transactions
Manage and balance cash within teller guidelines for position
Assist with debit cards including ordering cards and researching transactions in core system
Assisting clients in various ways including reconciling accounts, researching problems and resolving complaints or requests.
Prepare change orders for commercial clients
Knowledge of the various kinds of accounts available to clients; cross-sell bank products and services where appropriate
Serve clients courteously and expeditiously to ensure their satisfaction
Teamwork: Support co-workers whenever help is needed to provide the highest level of client service and assist in completing department duties in a timely and efficient manner
Prepare and review monthly certifications and assist with audits as assigned
Assist with daily vault/dyna counts
Fill in for New Accounts as needed
Supervision and training of tellers and other operational staff
Balances cash and ATMs, cash shipments and orders cash
Make decisions when processing Non-Sufficient Funds
Approves deposits and checks cashed over teller limits
Research teller outages and perform adjustments
Counts, checks and packages, coins and currency
Promotes and explains other Bank services such as residential loans, IRAs, certificates of deposit, safe deposit boxes, and cashier s checks
Reports malfunctions of teller terminals and other equipment
Follow all Bank compliance policies and procedures relating to this position
Other duties as assigned to meet client and operational needs