Operations Team Lead

Oregon Pacific Bank

Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran's status.

Provide assistance to new customers and established clients. Provide a variety of client savings, checking and credit account transactions. Responsible for the efficient operation of the teller duties and compliance with federal and state regulations as well as Bank policies and procedures. Responsible to supervise and mentor operational staff.

• Education:
  
  High school graduate or equivalent
• Experience:
  
  2-3 years’ experience in bank operations

• Use software applications as required by specific job functions
• Use procedures and forms relating to the activities of the assigned work unit
• Perform various account transactions such as receiving deposits, verifying cash and endorsements, ordering checks, processing wires, accepting loan payments, selling cashier checks and processing cash advances.
• Accept checks for cashing or paying; verify endorsements; identify clients and customers; insure validity of transactions
• Manage and balance cash within teller guidelines for position
• Assist with debit cards including ordering cards and researching transactions in core system
• Assisting clients in various ways including reconciling accounts, researching problems and resolving complaints or requests.
• Prepare change orders for commercial clients
• Knowledge of the various kinds of accounts available to clients; cross-sell bank products and services where appropriate
• Serve clients courteously and expeditiously to ensure their satisfaction
• Teamwork:
  Support co-workers whenever help is needed to provide the highest level of client service and assist in completing department duties in a timely and efficient manner
• Prepare and review monthly certifications and assist with audits as assigned
• Assist with daily vault/dyna counts
• Fill in for New Accounts as needed
• Supervision and training of tellers and other operational staff
• Balances cash and ATMs, cash shipments and orders cash
• Make decisions when processing Non-Sufficient Funds
• Approves deposits and checks cashed over teller limits
• Research teller outages and perform adjustments
• Counts, checks and packages, coins and currency
• Promotes and explains other Bank services such as residential loans, IRAs, certificates of deposit, safe deposit boxes, and cashier’s checks
• Reports malfunctions of teller terminals and other equipment
• Follow all Bank compliance policies and procedures relating to this position
• Other duties as assigned to meet client and operational needs

• Demonstrated knowledge of Business English
• Demonstrated competency in, and knowledge of, all branch banking operations
• Demonstrated competency in vault operations and procedures
• Demonstrated competency in cash control procedures
• Demonstrated knowledge of financial institution operations, policies, procedures and regulations
• Demonstrated ability to interpret bank policies and procedures to clients
• Demonstrated willingness to assume responsibility
• Demonstrated ability to lead, supervise, and train department staff
• Demonstrated ability to be detail oriented with good problem-solving skills
• Demonstrated competency in written communication and presentation skills
• Demonstrated competency in providing exemplary client service in a professional manner
• Demonstrated ability to deal with clients under circumstances requiring tact and diplomacy
• Demonstrated ability to tolerate high levels of stress
• Demonstrated competency in basic mathematical skills such as calculating interest and percentages
• Demonstrated ability to lift bags of coins up to 30 pounds

• Responsible for interacting with operational staff in a positive manner
• Responsible to the Branch Manager for the fulfillment of functions and responsibilities
• Extensive contact with the Consumer Loan Rep. for the fulfillment of the Consumer Loan functions
• Will have extensive contact with clients and the public, conducting relationships in a manner that will enhance the overall marketing effort of the bank
• H…