Senior Operations Officer

Senior Operations Officer Oregon Pacific Bank
• Eugene, OR, US

JOB SUMMARY:

The Senior Operations Officer will be responsible for oversight of branch operations in all markets. The SOO will create, maintain, and manage branch policies and procedures including teller operations, new accounts, policy exceptions and coordination of branch staff training. This position will work to advance and leverage technology within the organization, creating and improving accuracy and efficiency. The SOO will work closely with the Compliance Officer to ensure all policies and procedures are compliant with all laws and regulations.

JOB SPECIFICATIONS:

• Education:
  
  Bachelor’s degree or more than 10 years’ experience in a similar role.
• Experience:
  
  Banking experience required
• Required Skills:
  
  Proficiency in Microsoft Word, Excel and Outlook. Strong communication, technical skills and ability to work in a team environment

ESSENTIAL FUNCTIONS:

• Serve as a liaison with the core provider and branch management to ensure the teller and new account systems and related forms are up to date and enhancements are communicated timely. Escalate system issues to core provider to resolve issues as they arise
• Manage parameters for the teller and new account systems to update fields when needed, troubleshoot with core provider, make necessary adjustments when enhancements are released, and other maintenance as needed
• Maintain a thorough understanding of the deposit and customer functions of the core in order to manage deposit processes and parameters in the core, including Year End tasks, tax reporting, enhancement testing, troubleshooting and other core functions, in coordination with the Director of Operations.
• Work with branches to ensure new account checkback is completed timely, accurately and errors are addressed appropriately. Maintain checkback forms and procedures as needed and train accordingly
• Lead recurring branch operations calls. Set agendas. Drive follow-ups. Ensure clear communication of updates, issues, and action items.
• Provide approval support for branch transactions, including wires. Support includes high dollar approval, exception approval, teller approvals and branch and approval support as needed.
• Monitor branch certifications to ensure consistency, timeliness, and training occurs. Update procedures forms as needed when facility and certification changes occur
• Serve as primary contact for cash ordering and shipping vendors, work with branches to maintain proper office vault limits and other cash and dual custody controls
• Maintain teller balancing procedures and standards in the branches. Work with branch management to coach and train when balancing issues arise and review processes as needed.
• Coordinate branch operational guidance and training – including annual training schedule and monthly all-branch meetings, conduct trainings as needed
• Work with branch management and additional stakeholders to develop and train overdrawn account review and processing procedures at the branch level
• Create/update branch operational policies and procedures such as, but not limited to, opening and closing checklists, retention guidance, and office procedures. Maintain relevant SharePoint pages to ensure resources are updated and available for staff.
• Create and maintain new account documentation guidance and procedures including but not limited to: IRAs, Power of Attorney, Trusts, Business formation documents, Beneficial ownership
• Serve as resource for questions regarding new account documentation including review of legal documents and escalation to management and legal counsel as needed
• Works with management to develop and maintain account types and service charge routines and provide relevant training to new account and branch staff
• Review, process and approve legal services including garnishments, levies, subpoenas and summons
• Serve as an escalation point for complicated transactions, client issues, policy exceptions and as a resource for branch management.
• Create and review client letters related to mismanagement of accounts including fraud, NSFs, branch disruption
• Participate in the vendor management program, completing applicable…