Senior Financial Operations Leader

1 week ago

Auburn, Alabama, United States River Bank & Trust Full time
Job Overview

Position Title: Senior Financial Operations Leader
FLSA Status: Non-Exempt (Hourly)

Company Mission:

At River Bank & Trust, we are dedicated to being a reliable partner, assisting our community members and local businesses in achieving their financial aspirations.

Role Summary:

The Senior Financial Operations Leader is expected to possess extensive experience in executing the responsibilities of a top-tier Financial Associate while also taking on supervisory and training roles for the Financial Associate team. This position plays a crucial role in maintaining the bank's esteemed reputation by delivering exceptional service and support to both customers and colleagues.

Key Responsibilities:

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The primary functions include, but are not limited to:

  • Efficiently assess customer needs and excel in promoting additional products across various business lines offered by the bank, while maintaining a comprehensive understanding of both personal and commercial offerings.
  • Manage vault operations: including ordering and shipping currency; ensuring daily balance.
  • Oversee supply orders and maintenance (or delegate as necessary).
  • Conduct internal audits of cash drawers, bait money, reserve checks, loan disbursement checks, traveler checks, and gift cards.
  • Supervise scheduling for Financial Associates, monitor overtime, manage branch closing schedules, assist with discrepancies, and provide necessary counseling.
  • Train and oversee Financial Associates on relevant policies and procedures.
  • Maintain a retention log on a monthly and yearly basis.
  • Accurately process all transactions.
  • Review New Account files.
  • Ensure precise completion of opening and closing procedures.
  • Maintain logs for combinations and keys.
  • Conduct monthly security checks.
  • Balance ATMs.
  • Ensure all logs are accurately completed daily and approve them.
  • Manage the ordering and shipping of foreign currency.
  • Obtain necessary approvals from Officers.
  • Maintain reminders for scheduling and teller duties.
  • Recognize and report suspicious activities.
  • Address and resolve any employee or customer inquiries.
  • Encourage Financial Associates to maintain professionalism and friendliness.
  • Possess thorough knowledge of available products.
  • Understand and comply with relevant laws and regulations, including but not limited to BSA, CIP, FACT Act, USA Patriot Act, Reg CC, Reg DD, and Reg E.
  • Occasionally assist the Customer Service Representative with new account openings.
  • Prepare reports and data for management as requested.
  • Handle incoming calls professionally and courteously.
  • Greet and acknowledge all customers entering the office promptly.
  • Provide various account services, including processing deposits and loan payments, cashing checks, issuing withdrawals, and handling night and mail deposits.
  • Complete special requests such as check orders, official check preparation, currency exchanges, and safe-deposit box procedures.
  • Verify endorsements, identify proper identification, ensure validity, and detect counterfeit currency.
  • Evaluate deposited checks and determine fund availability based on regulations, issuing hold notices as necessary.
  • Balance cash drawers periodically throughout the day and at least once daily.

Leadership Qualities:

The Senior Financial Operations Leader is expected to embody mentorship and leadership qualities to effectively fulfill their role and promote the culture of River Bank & Trust. These qualities include:

  • Exceptional communication skills, including active listening.
  • Provide guidance, leadership, and support consistently.
  • Promote diversity within the team and the community.
  • Embrace new challenges and foster a positive attitude towards change.
  • Supervise multiple team members.
  • Train Financial Associates effectively.
  • Resolve conflicts among employees and customers, escalating to management when necessary.

Required Skills and Expectations:

  • Familiarity with policies and procedures, supporting management's decisions positively.
  • Stay updated on regulatory requirements and complete annual compliance training relevant to the role.
  • Apply general accounting principles (debits, credits, balancing).
  • Prioritize customer service, treating all individuals with courtesy and respect.
  • Thrive in a fast-paced team environment, managing multiple tasks effectively.
  • Detail-oriented and organized.
  • Possess strong interpersonal and communication skills.
  • Maintain integrity, discretion, and confidentiality.
  • Adapt to change willingly.
  • Utilize various software and web applications competently.
  • Effectively manage time and prioritize tasks.
  • Demonstrate analytical and problem-solving abilities.
  • Consistently attend work punctually and manage stress effectively.
  • Maintain a professional appearance and demeanor.
  • Proficient in Microsoft Office applications, including Word, Excel, and Outlook.

Minimum Qualifications:

  • High School diploma or equivalent.
  • 2+ years of experience in banking or cash handling preferred.
  • 2+ years of supervisory experience or demonstrated leadership qualities.
  • Proficiency in Microsoft Office applications, including Word, Excel, and Outlook.

Physical Requirements:

This position may require occasional lifting or moving of up to 25 pounds. The employee will regularly sit, talk, hear, and use hands for various tasks. Occasional standing, walking, reaching, climbing, and balancing may be required. Vision requirements include close, distant, and peripheral vision, depth perception, and the ability to adjust focus. The work environment is typically moderate in noise level, consistent with a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Disclaimer:

The information provided above is intended to convey the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, responsibilities, and qualifications required of employees in this position. Regular attendance and punctuality are essential, and the ability to manage stress is important. This position description outlines the minimum selection criteria for the role, with promotions and employment decisions based on organizational needs and individual performance.

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