Senior Branch Operations Associate - RJ Bank

Raymond James•Saint Petersburg, FL

3d•Onsite

About The Position

Utilizes specialized expertise gained through experience and/or training to support the management of assigned tasks, ensuring operational efficiency and productivity improvements through collaboration with the team. Aiding in performing comprehensive quality assurance evaluations of associate output, including the identification and correction of inaccuracies. Establishes clear instructions, procedures, and guidelines in alignment with department policies and control standards. Maintains a strong understanding of bank product reconciliation. Engages with internal and external customers to identify, research, and resolve account maintenance issues. Contributes to projects related to operational initiatives, working closely other departments, and external partners.

Requirements

Understanding of operational processes and systems within the assigned functional area.
Knowledge of tools, techniques, and procedures for effective task completion.
Experience with checking accounts, money markets, and certificates of deposit.
Awareness of basic investment practices and securities industry operations.
Principles of banking, finance, and financial markets relevant to the role.
Follow mandatory procedures to ensure adherence to quality standards, regulatory codes, and internal policies.
Maintain accuracy while keeping a broad perspective on overall objectives.
Independently analyze, and assess data using preset tools, methods, and formats.
Organize, manage, and track multiple assignments with shifting priorities in a dynamic work environment.
Communicate effectively in both oral and written formats.
Work independently while also contributing in a team setting.
Establish and maintain effective working relationships across all levels of the organization.
Risk Assessment – Ability to identify discrepancies and assess risk factors effectively.
Bank Product Reconciliation – Proficiency in balancing and reconciling financial transactions.
Data Analysis – Strong capability to analyze data using preset tools and methods.
Auditing & Compliance Knowledge – Familiarity with regulatory procedures and internal audit controls.
Detail-Oriented Thinking – Ability to focus on specifics while maintaining a broad perspective.
Multitasking & Prioritization – Skill in managing multiple assignments with shifting priorities.
Process Improvement – Initiative in identifying efficiency and productivity enhancements.
Banking Systems & Functional Tools – Familiarity with financial systems relevant to banking operations, and willingness to adapt to new systems.
Standard Office Software – Competence in using essential software applications like Excel, Word, and financial tools.
General Experience - 7 to 12 months