Deposit Operations Team Lead

Job Summary

Actively participate in and foster the Bank’s Culture of excellence while supporting the Bank’s strategic initiatives. The Deposit Operations Team Lead provides day‑to‑day leadership and technical guidance for the Deposit Operations team, coordinates workflow, ensures operational accuracy, regulatory compliance, and exceptional internal customer service, and serves as the primary resource for complex deposit operations functions while coaching and developing team members.

Consistently and effectively manage behavior within the Bank’s established customer service standards and core values while adhering to all established Bank Policy and procedures.

• Commit to and live by a no excuses environment whereby all employees are held 100% accountable for behaviors, actions, performance & attitudes
• Adhere to all bank policies and procedures
• Coordinate daily workflow and prioritize work assignments for the Deposit Operations team.
• Monitor workload distribution, adjust priorities as needed, and provide operational support to maintain efficiency and productivity.
• Process and oversee complex deposit operations transactions, including research requests, levies, garnishments, subpoenas, death notifications, safe deposit box administration, abandoned property processing, OCPF reporting, representment reporting, etc.
• Review completed work of team for accuracy, completeness, and compliance with bank policies and applicable regulations.
• Perform quality assurance reviews of deposit operations activities, online account opening, and maintenance functions to ensure compliance with regulatory requirements, internal controls and operational standards.
• Identify operational risks, recommend corrective action, and partner with management to implement sustainable solutions.
• Serve as backup to Operations Coordinator and Electronic Banking team.
• Develop, maintain, and update departmental procedures to ensure documentation remains accurate, current and consistent with regulatory and operational requirements.
• Identify opportunities to streamline processes, improve efficiencies, and enhance the customer and employee experience through continuous process improvement.
• Partner with Retail Banking, Treasury Management, Electronic Banking, Compliance, Information Technology and other departments to resolve operational issues and improve processes.
• Serve as a resource for branch personnel by providing technical guidance, problem resolution and operational support.
• Participate in system implementations, upgrades, enhancements, and testing by validating functionality, documenting results and assisting with user acceptance testing.
• Serve as a subject matter expert during system conversions and operational initiatives.
• Coordinate and complete monthly, quarterly and annual operational reporting.
• Assist with internal and external audits, compliance reviews and regulatory examinations by providing requested documentation and implementing corrective action plans when necessary.
• Train, coach mentor, and develop new team members while fostering accountability, collaboration and continuous learning.
• Assist management with employee onboarding and cross-training.
• Monitor employee performance and provide timely coaching and constructive feedback to support individual and team success.
• Promote a positive work environment that reflects the Bank’s culture, values and commitment to exceptional service.
• Provide day‑to‑day leadership, guidance, and technical expertise to Deposit Operations staff.
• Perform additional duties as requested

• The ability to read, write and speak fluently in the English language
• Strong customer service skills with both internal and external customers
• Excellent verbal and written communication skills
• General math skills: adding, subtracting, multiplying and dividing
• Ability to work a flexible schedule and travel to other locations as needed
• Handle conflict resolutions in a professional manner
• Associate's degree preferred; equivalent banking experience considered.
• 3–5 years of deposit operations or related banking experience.
• Demonstrated leadership or mentoring experience preferred.
• Knowledge of deposit regulations…