New Account Administrator

3 days ago

Eugene, Oregon, United States Oregon Pacific Bank Full time
Job Title: New Account Administrator

Job Summary:

The New Account Administrator will provide support to the Senior Operations Officer in maintaining New Account oversight of branch functions in all markets. This role will assist in creating and maintaining branch procedures, including new accounts, IRA, and HSA activity, and provide training as needed.

Key Responsibilities:

  • Work with the Senior Operations Officer to develop and maintain a strong new account process
  • Serve as a resource for questions regarding new account documentation, including review of legal documents with escalation to the Senior Operations Officer as needed
  • Work with branches to ensure new account and file maintenance checkback is completed timely, accurately, and errors are being addressed appropriately
  • Manage masking reports to ensure new accounts are opened following assigned default values
  • Identify and provide feedback to the Senior Operations Officer when complications arise
  • Create and manage procedures as assigned
  • Assist with operations projects as assigned
  • Complete branch audit research as needed
  • Maintain assigned operations reports
  • Serve as an escalation point for complicated transactions, client issues, and be available as a resource for branch teams
  • Work with the Senior Operations Officer in trouble shooting System issues and assist to streamline current processes
  • Be knowledgeable of bank compliance rules and adhere to Federal and State banking regulations relating to this position
  • Follow all Bank compliance policies and procedures relating to this position

Work Context:

  • Ability to concentrate and focus on essential functions in appropriate priority order is required
  • Requires being punctual, dependable, detail oriented, and responsible for work outcomes and results
  • Requires sitting for long periods and traveling to other departments and locations, as needed
  • Requires contact with others by telephone, use of electronic mail, and face-to-face interactions
  • Requires completion of assigned on-line training courses with a passing percentage
  • Professional environment requiring appropriate professional demeanor and attire
  • Work is performed indoors in environmentally controlled conditions
  • Ability to lift 30 lbs., if necessary

Relationships:

  • Reports to the Senior Operations Officer for the fulfillment of functions and responsibilities
  • Works with Branch Managers, Relationship Managers, Operations Support, and branch staff

Core Behaviors for Delivering on the Promise:

  • Be Genuine. Conduct yourself in a consistent, honest, and compassionate manner at all times
  • Work Ethic. Be willing to go the extra mile for the client, whether internal or external
  • Influence. Be an active player in participating, building, and contributing to service
  • Continuous Learning. Commit to gaining knowledge, skills, and experience on an ongoing basis in order to better serve the client, increase personal satisfaction, and improve the Bank
  • Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team
  • Problem Solving. Being creative, problem-solving mentality to every situation. See alternative, take initiative, and assume responsibility for your actions
  • Communication. Keep others informed and up-to-date. Actively listen and learn from each other
  • Have a Sense of Community. We firmly believe that we're only as strong as the communities we serve. Your involvement is an important part of who we are

Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran's status.

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