Operations Coordinator Jobs

About The Position

Requirements

• Minimum of 3 years of professional experience in a dynamic financial environment.
• High School Diploma required
• Intermediate skills with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel.
• Demonstrated ability to clearly express ideas, methodology, results and recommendations verbally, in writing and through insightful reports and graphic illustrations
• Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization.
• Ability to work both autonomously and collaboratively in a fast-paced environment.
• Must have excellent customer service, communication, organizational and analysis skills.
• Self-starter with strong organizing and time management skills and the ability to work productively and efficiently in a fast-paced environment with multiple projects and timelines
• Adaptive to change, responds positively to altered circumstances or conditions
• Possess a desire and willingness to learn and continually update knowledge based on financial concepts, strategies, systems etc.
• Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies.
• Effective in variety of communication settings: one-on-one, small and large groups, or among diverse styles and position levels.
• Data analytics and data validation skills and proficiency in business data analysis (MS Excel, etc.)
• Ability to sit, talk and hear consistently
• Ability to stand, walk, and use hands to handle or reach occasionally
• Close vision (clear vision at 20 inches or less)
• Distance vision (clear vision at 20 feet or more)

Nice To Haves

• Specific experience around core banking systems of 3+ years is preferred.
• Experience supporting a SAAS solution product or other cash / treasury management services is preferred.
• some college preferred but not required

Responsibilities

• Partners with branch service center and corporate personnel to provide timely, accurate, and quality service and support for business member’s needs.
• Handles inbound call requests and email inquiries from business members, managed members, frontline staff, Portfolio Managers, and Senior Business Advisors, ensuring exceptional service.
• Be fluent in the specialty trust accounts offered to Business Members. IOLTA, UARHOF, RETA & Property Managements trusts.
• Supports the general business member policy and guidelines. This includes acting as a resource and subject matter expert for all business member inquiries and updated procedures.
• Responsible for conducting many comprehensive audits of business accounts to ensure compliance with internal policies and regulatory requirements.
• High understanding of federal NACHA & payment guidelines relating to ACH and wire origination.
• High understanding of federal check clearing processes for deposited and issued items.
• Identifies opportunities and initiates referrals to various departments across the organization.
• Complies with all regulations as required by law, including but not limited to the Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS), and other relevant regulations.
• Performs other duties as assigned.