Operations Specialist

Key Responsibilities

• Accurately prepare, review, and complete all operational reports required by the Bank within established deadlines.
• Effectively manage daily workload to meet or exceed departmental Service Level Agreements (SLAs).
• Process incoming requests in accordance with established procedures using multiple communication and workflow systems.
• Maintain daily internal controls to protect the Bank, including processing branch stop payments, alerts, and other department‑owned reports.
• Identify operational gaps or inefficiencies, recommend solutions, and implement approved process improvements to enhance productivity and accuracy.
• Process legal attachment orders, including levies, writs, and subpoenas, in compliance with legal and regulatory requirements.
• Review and resolve JHA Positive Pay exception items.
• Perform IRS tax reporting corrections and related maintenance.
• Prepare and respond to verification of deposit requests.
• Perform system maintenance input and verification as assigned by management.
• Process rate changes at both the account and service‑charge levels.
• Analyze, calculate, and process interest rate adjustments.
• Submit periodic federal and state withholding payments and reports, including the annual IRS Form 945 filing.
• Provide operational support to Branch Operations personnel, responding to inquiries and resolving issues in compliance with Bank policies and regulations.
• Manage the department email and e‑fax inbox, including responding to inquiries, routing items to appropriate staff, and maintaining records in accordance with department procedures.
• Comply with all applicable federal and state regulations, internal policies, and Bank security guidelines.

• Assist with the department’s Tour of Duty program, including conducting training sessions and providing feedback to participants.
• Actively participate in Bank‑ and department‑wide incentive plans and project initiatives

The Central Operations Specialist position includes multiple levels, each of which is defined in the Central Operations Specialist Classifications document. This document outlines the specific level distinctions and includes additional essential duties, required knowledge, and skills applicable to each classification.

Complies with all applicable state and federal banking laws, regulations, and internal policies, including but not limited to the Bank Secrecy Act (BSA), Anti‑Money Laundering (AML) requirements, Office of Foreign Assets Control (OFAC) regulations, Customer Identification Program (CIP) requirements, Financial Elder Abuse reporting laws, Sexual Harassment prevention policies, and information security and privacy requirements.

Identifies unusual or potentially suspicious activity and promptly elevates such activity to supervisory staff and/or the BSA/Compliance Department in accordance with established policies and procedures. Completes required compliance, regulatory, and job‑related technical training, including assigned workshops and continuing education, within required time frames.

• Strong critical thinking, judgment, and problem‑solving skills.
• Excellent interpersonal and relationship‑management skills
• Effective customer service skills with a professional demeanor
• Detail‑oriented with a strong focus on accuracy and quality.
• Effective time‑management, planning, and organizational skills
• Strong telephone and professional communication skills
• Excellent verbal and written communication skills
• Effective process‑improvement and analytical skills
• General consulting and advisory skills
• Strong reporting and documentation skills
• Quality‑focused with attention to operational controls.
• Working knowledge of Bank operations systems, including AS400, Synergy, and Laserfiche
• Proficient in Microsoft Office applications, including Excel, Outlook, Word, and Visio

• Operates standard electronic computers and customary office equipment required to perform essential job functions.
• Use of equipment is required, with or without reasonable accommodation, in accordance with the Americans with Disabilities Act (ADA) and…