Supervisor, Operations - RJ Bank

Raymond JamesSaint Petersburg, FL
Hybrid

About The Position

Under general supervision, this role uses knowledge and skills obtained through experience and training to supervise a single function or less complex specialty work group, typically involving service, operations or administrative associates. This role may lead defined work or projects of moderate scope and complexity. Guidance is provided to perform varied work that is somewhat difficult in character requiring some evaluation, originality and ingenuity to make moderately complex decisions. The role resolves or recommends solutions to problems and may have extensive contact with internal and external customers to identify, research, and resolve problems.

Requirements

  • Knowledge of concepts, principles and practices of assigned functional area.
  • Knowledge of investment concepts, practices and procedures used in the securities industry.
  • Knowledge of principles of banking and finance and securities industry operations.
  • Knowledge of financial markets and products.
  • Skill in interpreting and applying policies and procedures.
  • Skill in establishing operational objectives.
  • Skill in implementing processes and procedures for efficient and timely work flow.
  • Skill in preparing management reports.
  • Skill in promoting effective coordination between work groups.
  • Skill in operating standard office equipment and using required software applications.
  • Ability to plan, assign, monitor, review, evaluate and supervise the work of others.
  • Ability to coach and mentor others.
  • Ability to identify training needs and develop subordinates.
  • Ability to balance conflicting resource and priority demands.
  • Ability to partner with other functional areas to accomplish objectives.
  • Ability to facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
  • Ability to incorporate needs, wants and goals from different business unit perspectives into operational processes.
  • Ability to read, interpret, analyze and apply information from job-related publications.
  • Ability to incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes.
  • Ability to interpret and apply policies.
  • Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
  • Ability to communicate effectively, both orally and in writing.
  • Ability to work independently as well as collaboratively within a team environment.
  • Ability to lead others in providing a high level of customer service.
  • Ability to establish and effective working relationships at all levels of the organization.
  • General Experience - 13 months to 3 years
  • Manager Experience - 7 to 12 months

Nice To Haves

  • None

Responsibilities

  • Performs supervisory activities, including identifying performance problems and seeking guidance for remedial action; reviewing performance; and participating in interviewing and selecting staff.
  • Plans, assigns, monitors, reviews, evaluates and leads the work of associates operating in lower risk areas of the firm.
  • Coaches and mentors subordinates, identifies training needs and recommends development programs.
  • Manages client escalations/complaints around service delivery.
  • Interprets and applies organizational policies and procedures.
  • Participates in establishing objectives and developing processes and procedures to ensure efficient and timely work flow.
  • Performs periodic reporting on work progress, project completions and additional ad-hoc reporting as needed.
  • Ensures effective coordination occurs within assigned work group and with other work groups.
  • Performs other duties and responsibilities as assigned.

Benefits

  • medical
  • dental
  • vision
  • life insurance
  • critical illness insurance
  • accident insurance
  • disability benefits
  • retirement savings
  • paid time off (including vacation, holidays, and sick leave)
  • parental leave
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