Operations Associate

PURPOSE OF POSITION:
The Operations Associate provides support and leadership in operations and deposits to ensure accuracy and efficiency within the bank. They will be expected to resolve customer service issues in a timely manner. The Operations Associate will perform various operational and deposit duties for the bank and serve in a rotating support role for various assigned tasks. 

QUALIFICATIONS:

• Associate’s degree (preferred) with 2-4 years of financial services experience; OR,
• High School Diploma/GED with 5-8 years of financial services experience; OR,
• Any equivalent combination of experience, training and/or education approved by Bank Management

PRIMARY DUTIES: 

• Coordinate internal and external customer service activities related to the operations and accounting support functions
• Balance and reconcile the general ledgers
• Monitor Exception Item Module (EIM), including non-sufficient funds, return items, and stop pays
• Process large item endorsements
• Complete check processing and adjustments
• Process collection items
• Conduct ACH and ATM error resolution
• Assist with electronic banking services
• Complete wires, cash management, and EFT management
• Assist with OFAC, 314(a) processing, and fraud reporting
• Issue cashier’s checks
• Process change of address requests
• Help customers access their safe deposit boxes
• Assist customers in closing deposit accounts, Visa debit cards, and safe deposit boxes
• Delete closed safe deposit boxes monthly
• Review past due safe deposit boxes weekly
• Review the expired stop pay report weekly
• Complete research for customers
• Process check orders
• Order and reorder Visa debit cards
• Review hot card entries for closed accounts monthly
• Review closed temporary cards monthly
• Balance cash drawer daily; count, package and maintain currency and coin in teller drawer while taking into consideration drawer limits; turn in excess currency and coin to the vault
• Assist customers with resetting internet banking passwords
• Provide backup for incoming calls to the bank and direct them to the appropriate staff
• Provide efficient and courteous service while cross-selling products and services to generate new business for the bank
• Actively participate in customer, community, and public relation activities to increase the bank’s visibility and to enhance new business opportunities
• Comply with bank policies, operations, and security procedures
• Maintain customer confidence and protect the bank operations by keeping information confidential
• Perform other duties as assigned by supervisor

ORGANIZATIONAL RELATIONSHIPS:

• Responsible to the bank’s Operations Officer for the successful performance of assigned responsibilities. Also has key relationships with the bank’s Director of Deposits and the bank’s Chief Information Officer.
• Seeks assistance and advice from other bank personnel as needed, to ensure the successful performance of assigned responsibilities. 

METHODS OF ACCOUNTABILITY:
Through both oral and written reports to immediate and department supervisors.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Working knowledge of personal computer, including Microsoft Office products
• Ability to use general office machines
• Attentive to detail and accurate
• Self-motivated
• Critical and analytical thinking skills, along with problem-solving abilities
• Flexible, able to work under pressure, meet deadlines, and prioritize workflow
• Ability to work in a team environment
• Willingness to learn
• Ability to maintain a positive attitude
• Ability to communicate through both written and verbal skills
• Represent the attributes of a banker (enthusiastic, courtesy, teamwork, loyalty, accuracy, confidentiality, compassion, and welcoming)
• Ability to meet bonding requirements for employment purposes

PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; talk; or hear.  The employee must regularly lift and/or move up to 25 pounds and occasionally lift and/or move up to 50 pounds.  Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

WORK ENVIRONMENT AND ENVIRONMENT CONDITIONS: 
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.  No or very limited exposure to physical risk.

HOW TO APPLY:
Interested persons should send their resume to HRDept@bruningbank.com. Bruning Bank is an equal opportunity employer.