Senior or Lead Bank​/Treasury Operations Specialist

The internal job title will be Senior or Lead Bank Operations Specialist. This position is classified as sensitive. Sensitive positions are subject to a credit check as part of the background verification.

Our dynamic small Bank Operations function offers the opportunity for an experienced professional to be cross trained to cover multiple product lines. This role adheres to a rotational schedule for all Bank Operations Specialists to support training, to deepen skill and product line knowledge. The incumbent will demonstrate operations subject matter expertise with regard to responsibilities that include the execution and/or management of the operation and assuring the integrity of the Bank’s Investment, funding, member, correspondent services activities.

Lead Bank Operations Specialist provides guidance and direction for multiple Bank Operations disciplines. In addition to product knowledge, a Senior or Lead Bank Operations Specialist will also demonstrate effective independent critical thinking skills and effective communication and interpersonal skills for a hybrid work environment.

The incumbent performs work both independently with regard to accomplishing all responsibilities as part of a team in a highly collaborative manner and with key stakeholders. The role may focus on resolution of complex problems or transactions where expertise is required to interpret against policies, guidelines or processes. This team operates with a rotational schedule across disciplines (inquiry management, cash management, security management and derivative management) in 3-month intervals based on experience, to build broad expertise.

• Demonstrate broad understanding of the Bank’s mission and related businesses and how it relates to Bank Operations roles and responsibilities.
• Demonstrate subject matter expertise in multiple Bank Operations roles/responsibilities as each team member is cross trained to cover multiple product lines.
• Serve as an expert resource on operational needs for the group and Bank.
• Analyze processes and establish and document operating procedures in consideration of best practices and in collaboration with subject matter experts.
• Collaborate with stakeholders to effectively identify solutions to develop and manage complex processes. Apply analytical approach to resolve issues and respond to requests to assure that responses and associated Bank Operations responsibilities add value to the topic at hand.
• Escalate issues that impact workflow/resources; identify and propose solutions; initiate and act on appropriate course of action to complete/resolve.
• Identify and manage exceptions to resolution. Identify exception root cause, present and implement solutions as appropriate to mitigate risk.
• Understand, participate in, and work in accordance with Bank Operations operating strategy.
• Analyze operating KRI/metrics for trends and anomalies – follow up as appropriate to assure complete reporting and escalation.
• Engage in projects as identified by self and/or as approved by appropriate management and/or committee as defined by operating policies and procedures.
• May take on team lead or project lead responsibilities.
• Proactively seek opportunities for their own self-development leveraging tools, training and resources both internally and externally available to them for their own professional growth.
• Other duties, as assigned.

• Demonstrate a thorough understanding of the departments’ strategy and responsibilities.
• Provide guidance and direction for the effective completion of operational responsibilities.
• Assume lead role for department projects.
• Review/Revise department procedures and workflows in accordance with sound operational practices,…