Operations Analyst - Bank Operations

SUMMARY:

The Operations Coordinator is responsible for assisting teams within operations to identify, plan and complete projects. Additionally, the Operations Coordinator must be highly proficient in Microsoft Excel, Word and other programs; and understands the importance of technology. Assists team Managers with planning, organizing, developing and controlling department activities to accomplish individual, team and company objectives. Ensure and assists the Operations Team in the documentation, standardization and measurement of key business processes to promote a total quality management environment; allows for the continual improvement and efficiency of key departmental processes. Responsible for providing internal customer support to all branches, treasury management and lending personnel concerning questions about the deposit and loan records on the deposit and loan systems. This position must work harmoniously with all departments within the organization.

CUSTOMER SERVICE SKILLS:

Willingness to provide a level of service which will clearly differentiate us from our competitors.

INTERPERSONAL SKILLS:

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.

Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Serves as an agent of change, finding new opportunities to serve our clients and bring new capabilities to the market.

Assists with training and guidance to team members with respect to understanding, processing and managing the workload.

Assists in the development and implementation of operational plans, policies, procedures, and goals that further scalability, automation and efficiency.

Collaborates with key leaders and stakeholders and guides change for scalability and automation.

Fosters strong relationships with key leaders and stakeholders across the bank to ensure collaboration and effective communication with other teams.

Attends meetings and partnership engagements with other business lines of the bank.

Assists in maintaining policies, SOX control documentation, risk assessments and other controls around all assigned areas.

Assists with resolving complex issues within the areas of responsibility.

Assists with the process flow documentation for assigned systems and areas of responsibility and pursues areas of improvement.

Assists in maintaining the repository of procedures, processes, job aids and other critical information for functional areas.

Assists in driving the effective use of technology within functional areas.

Assists in managing to defined customer service level expectations and key vendor processing timelines.

Collaborates with business areas on new initiatives, processes or products and assists with implementation within functional areas.

Learns all aspects of the operations department - branch operations, deposit support, lending operations, payment operations and operations shared services to be a well-rounded operations employee.

Fills in when needed where teams may be short-staffed and provides assistance in the daily completion of work.

OTHER REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

Ability to interact effectively across all levels of the organization, including senior management, the branch network, other departments and vendors.

Demonstrated ability to manage multiple priorities and delegate effectively to meet critical deadlines under difficult time restraints.

Strong organizational and prioritization skills.

Ability to multitask and work under pressure.

Must be able to manage multiple projects simultaneously and work independently.

Team player with a positive outlook.

Demonstrated leadership ability and skills.

Excellent analytical and decision-making skills.

Demonstrated proficiency in basic computer applications such as Microsoft Office and ability to learn various applications.

Ability to learn various Banking Software programs.

Assists with training new and existing team members on various tasks, as needed.

Promotes team work and sets examples with a positive attitude, promotes superior customer service, and treats people fairly and with respect.

Bachelor's degree preferred; or equivalent combination of education and/or experience required.

Minimum of three years experience in banking, preferably in operations, required.

Leadership skills preferred.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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