Relationship Associate - Lead

First National Bank of Omaha•Grand Island, NE

14d•Remote

About The Position

Summary of the Job: Provide front line supervision to personnel and ensure all policies and procedures are followed as directed by Manager. Make recommendations and assist Manager in the planning, prioritizing, monitoring, coaching/development, and performance reporting of the work of the Relationship Associates. Assist in the identification and implementation of enhancements to department procedures/protocol, training, and technology. About This Role: Develop and maintain a comprehensive knowledge of the Relationship Associate role. Continuously evaluate workloads and priorities across all assigned Regions; assign available resources to meet workflow deadlines as needed. Monitor RA productivity volumes through capacity reporting. Research and resolve escalated issues from team members. Work collaboratively with team members to understand and resolve issue(s). Develop and maintain departmental procedures in Sharepoint Create/Modify Business Objects and Salesforce reports Onboard new hires. Identify and recommend to manager additional training opportunities for self and team members. Provide on the job training as needed. Lead and coordinate the completion of assigned projects. Assist the department manager by representing the Relationship Associates for the assigned region in business partner and project meetings. Assist manager with one-on-one employee meetings on a regularly scheduled basis to provide the following: Coaching: To consistently meet and/or exceed the desired outputs for assigned role. Feedback: Regarding production output, departmental policies/procedures, etc. Collaborate with manager on day-to-day coaching, feedback, reporting, performance evaluation and monitoring of the accuracy and quality results. Responsible for Time Sheet and PTO management; ensuring all submissions are timely and compliant with policy. Document and deliver quarterly and yearly performance reviews. Exhibit professional behavior and promote working relationships. Practice positive values and support goals and strategic plans. Understand and adhere to all bank policy, laws, and regulations applicable to role, to include FNNI “Code of Ethics”. Other tasks as assigned. Compliance : Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. Complete compliance training and adhere to internal procedures and controls, as required. Report any known violations of compliance policy, laws, or regulations. Report any suspicious customer and/or account activity. Ensure direct reports meet the above requirements and take action to address employee performance issues

Requirements

Bachelor’s degree or relevant work experience as Relationship Associate or in loan documentation, credit analysis, compliance, auditing, or equivalent
Minimum two years’ experience in the banking industry
Excellent verbal and written communication skills are required in the areas of human relations, interpersonal conversation; must have the ability to effectively communicate with lending, operations, and technical staff.
Excellent time management skills including but not limited to the ability to organize, prioritize and manage multiple projects with minimal supervision within assigned deadlines.
Exceptional attention to detail.
Must be proficient in the use of personal computers and the Microsoft suite of software products.
Ability to complete multiple assignments/projects with quality, accuracy and within set deadlines.
Candidates must possess unrestricted work authorization and not require future sponsorship.

Responsibilities

Provide front line supervision to personnel and ensure all policies and procedures are followed as directed by Manager.
Make recommendations and assist Manager in the planning, prioritizing, monitoring, coaching/development, and performance reporting of the work of the Relationship Associates.
Assist in the identification and implementation of enhancements to department procedures/protocol, training, and technology.
Develop and maintain a comprehensive knowledge of the Relationship Associate role.
Continuously evaluate workloads and priorities across all assigned Regions; assign available resources to meet workflow deadlines as needed.
Monitor RA productivity volumes through capacity reporting.
Research and resolve escalated issues from team members.
Work collaboratively with team members to understand and resolve issue(s).
Develop and maintain departmental procedures in Sharepoint
Create/Modify Business Objects and Salesforce reports
Onboard new hires.
Identify and recommend to manager additional training opportunities for self and team members.
Provide on the job training as needed.
Lead and coordinate the completion of assigned projects.
Assist the department manager by representing the Relationship Associates for the assigned region in business partner and project meetings.
Assist manager with one-on-one employee meetings on a regularly scheduled basis to provide the following: Coaching: To consistently meet and/or exceed the desired outputs for assigned role. Feedback: Regarding production output, departmental policies/procedures, etc.
Collaborate with manager on day-to-day coaching, feedback, reporting, performance evaluation and monitoring of the accuracy and quality results.
Responsible for Time Sheet and PTO management; ensuring all submissions are timely and compliant with policy.
Document and deliver quarterly and yearly performance reviews.
Exhibit professional behavior and promote working relationships.
Practice positive values and support goals and strategic plans.
Understand and adhere to all bank policy, laws, and regulations applicable to role, to include FNNI “Code of Ethics”.
Other tasks as assigned.
Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties.
Complete compliance training and adhere to internal procedures and controls, as required.
Report any known violations of compliance policy, laws, or regulations.
Report any suspicious customer and/or account activity.
Ensure direct reports meet the above requirements and take action to address employee performance issues