Senior Operations Specialist

Description

Who We Are

Five Star Bank is a high performing $4.6 Billion community business bank operating through 9 offices - 4 in the Capital Region, 3 in the North State, and 2 in the San Francisco Bay Area. Five Star Bank continues to have an emphasis on commercial real estate and small business and partners with organizations to help them be successful by providing highly customized banking solutions.

Organizations bank with us because of our entrepreneurial and empathetic spirit, speed to serve and deep connection to our market. And they trust us.

Position Overview

The Senior Operations Specialist plays an important role in the centralized monitoring, balancing, and reconciliation processes performed in the Central Operations Department. Key responsibilities include transaction processing, reconciliation, non-post, and adjustments. Additionally, the Senior Operations Specialist will assist in research or problem resolution in response to client inquiries. This position also involves specific lead responsibilities including approving transactions within delegated authority.

Essential Job Functions

• Within guidelines and under general supervision, reconciles, balances, clears outstanding balances in general ledger and ban control accounts
• Responds to inquires or escalations from clients and processes specific reports
• Determines source and resolution of problems through examination of various documents and records
• Works within authority limits to approve/process transactions
• Cross functional in multiple processes to provide coverage to peers
• Processes returned deposited items and check adjustments
• Monitors Branch Cash limits
• Ensures GLs are in balance and performs research to resolve out of balances
• Processes Non-post, NSF, and Stop Payments
• Processes Levies, Attachments, and Subpoenas
• Account Analysis Fee Tracking Fee Tracking and Input
• Open and Close shadow brokerage accounts
• Other operational duties as assigned
• Comply with all Anti-Money Laundering Laws and Regulations

Requirements

• High School Diploma or equivalent
• 2-3 years of experience including New Accounts, Teller and “back office” operations
• Demonstrates skills & knowledge necessary to provide basic & routine new account services
• Advanced knowledge in banking including general procedures, policies and regulations
• Assists with financial regulations, compliance related issues and balancing accounts
• Focus on Wire call back verification and educating customers on fraudulent banking scenarios
• Some travel is required

Competencies

• Customer/Client Focus
• Time Management
• Problem Solving/Analysis
• Teamwork Orientation
• Initiative
• Stress Management/Composure
• Organizational Skills
• Technical Capacity

Physical Demands

While performing the duties of this position, the employee is in regular communication, is required to use various tools or objects, and have the mobility to move about the office. The employee occasionally lifts and/or moves objects up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.

Position Type/Expected Hours of Work

This is a full-time position. In general, days and hours of work are Monday through Friday, 8 a.m. to 5 p.m. Occasional overtime may be required as job duties demand.

Travel

Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected.

Additional Eligibility Qualifications

• Professionalism in dealing with others
• Strong organizational, problem-solving, time management and analytical skills
• Versatility, flexibility and a willingness to work within constantly changing priorities
• Discretion when handling confidential and/or sensitive information
• Commitment to excellence and high standards
• Proficient with computers including use of Word, Excel, Outlook and Internet Explorer; and the ability to learn and operate numerous software applications related to the function
• Displays initiative and works well with little or no instruction
• Acute attention to detail

Other Duties

The purpose of the job description is to outline the duties and responsibilities for which the position is held accountable. The job description does not restrict the…