Bank Operations Coordinator

1 week ago


Florence, Oregon, United States Oregon Pacific Bank Full time
Job Overview

POSITION SUMMARY: The role involves executing the daily operational tasks of the financial institution within a collaborative team setting. Key responsibilities encompass handling time-sensitive activities and evaluating reports, documents, and various processes to minimize risks and ensure adherence to regulations.

POSITION REQUIREMENTS:

  • Education: Bachelor's Degree or equivalent professional experience
  • Experience: 1-3 years of experience in a financial institution or relevant field

KEY RESPONSIBILITIES:

  • Reconcile In-Process General Ledger Accounts with Applications
  • Investigate Transactions and Discrepancies
  • Process Stop Payments
  • Handle Non-Posts for COD, DDA, FMS, Savings, and Safe Deposit Boxes
  • Manage Chargebacks on Returned Deposits
  • Review ATM Deposits
  • Conduct Daily System Report Reviews
  • Facilitate Incoming and Outgoing Wire Transfers
  • Log 'Hold' Notices as Received
  • Address Overdrawn Accounts
  • Process Garnishments and Other Legal Matters
  • Print and Mail COD Checks
  • Handle Incoming and Outgoing ACH Files, including Verification of External Transfers
  • Monitor Correspondent Bank Balances and Transactions
  • Review Weekly Closed Accounts for DDA, Savings, and CODs
  • Process Closed Accounts
  • Send IRA Federal/State Withholding Payments
  • Prepare Assigned Certifications
  • Oversee the Financial Institution's Records Retention and Disposal Program
  • Perform Additional Duties as Assigned to Meet Client and Operational Needs
  • Prepare Quarterly/Yearly Taxes
  • Gain Knowledge of Bank Compliance Rules and Adhere to Federal and State Banking Regulations Related to This Role
  • Follow All Bank Compliance Policies and Procedures Related to This Role

WORK ENVIRONMENT:

  • Ability to maintain focus on essential functions in a prioritized manner is essential.
  • Dependability, attention to detail, and accountability for work outcomes are required.
  • Position requires prolonged sitting and occasional travel to other departments as necessary.
  • Engagement with others through telephone, electronic mail, and face-to-face interactions is necessary.
  • Completion of assigned online training courses with satisfactory results is expected.
  • Professional demeanor and attire are required in a workplace setting.
  • Work is conducted indoors in a controlled environment.

SKILLS AND QUALIFICATIONS:

  • Comprehensive understanding of banking operations and procedures
  • Ability to manage multiple priorities effectively
  • Knowledge of the Money Laundering Control Act and Office of Foreign Asset Control regulations
  • Familiarity with key banking regulations and risk assessment
  • Capacity to prioritize and organize workload independently
  • Proficiency in Business English
  • Effective oral communication skills to address inquiries from regulatory agencies and external consultants
  • Ability to perform under pressure
  • Competency in Microsoft Office Suite
  • Working knowledge of Excel
  • Ability to communicate with colleagues tactfully and positively
  • Collaborative mindset to support a team-oriented environment
  • Physical ability to lift up to 30 lbs when necessary
  • Commitment to full-time work hours as scheduled

RELATIONSHIPS:

The Operations Specialist collaborates with the Compliance Department, external auditors, examiners, and all operational divisions. Additionally, this role interfaces with clients to resolve issues and clarify processes.

CORE VALUES:

  • Integrity: Conduct oneself consistently, honestly, and compassionately.
  • Commitment: Willingness to go above and beyond for clients.
  • Collaboration: Actively participate in building and enhancing service.
  • Continuous Improvement: Dedication to ongoing learning and skill development.
  • Teamwork: Embrace individuality while contributing to team success.
  • Problem Solving: Approach challenges with creativity and initiative.
  • Communication: Keep stakeholders informed and engaged.
  • Community Engagement: Recognize the importance of serving the community.

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



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