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Lead Operations Representative

Phoenix, Arizona

Job Description:

Processes CD/IRA related transactions in one or more of the company's internal systems in support of bank businesses or services functions. Responsibilities may include:  reviewing and processing transactions, reconciling GL's, basic level reporting, and performing other support operations functions as required. Must have strong attention to detail and the ability to accurately follow procedures. Maintains internal operational and financial controls and ensures they meet bank standards. Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers/clients.  Able to prioritize daily work to meet deadlines and goals. Demonstrates a good working knowledge of the processes and procedures and the ability to identify and implement process improvement opportunities. May provide guidance and direction to less experienced team members.

Required Skills:

• Extensive CD/IRA knowledge

• Process CD/IRA Requests

• Self-motivated and dependable

• Flexible/team player — associate will be cross-trained to support multiple functions within team
 

Desired Skills:

• Strong problem identification and resolution capabilities

• Demonstrate excellent time management and organizational skills

• Excellent verbal and written communication skills with the ability to interact with all levels of associates and management

• Ability to continuously learn and adapt in a changing work environment

• Proficient in Microsoft Word & Excel

• Must be meeting/exceeding expectations in current position

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday - Friday 8:00am - 5:00pm

Referral Bonus Amount:

0

Job Description:

Processes CD/IRA related transactions in one or more of the company's internal systems in support of bank businesses or services functions. Responsibilities may include:  reviewing and processing transactions, reconciling GL's, basic level reporting, and performing other support operations functions as required. Must have strong attention to detail and the ability to accurately follow procedures. Maintains internal operational and financial controls and ensures they meet bank standards. Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers/clients.  Able to prioritize daily work to meet deadlines and goals. Demonstrates a good working knowledge of the processes and procedures and the ability to identify and implement process improvement opportunities. May provide guidance and direction to less experienced team members.

Required Skills:

• Extensive CD/IRA knowledge

• Process CD/IRA Requests

• Self-motivated and dependable

• Flexible/team player — associate will be cross-trained to support multiple functions within team
 

Desired Skills:

• Strong problem identification and resolution capabilities

• Demonstrate excellent time management and organizational skills

• Excellent verbal and written communication skills with the ability to interact with all levels of associates and management

• Ability to continuously learn and adapt in a changing work environment

• Proficient in Microsoft Word & Excel

• Must be meeting/exceeding expectations in current position

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21059640

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Jessica Horn

Referral Bonus:

0

Street Address

Primary Location:
201 E WASHINGTON ST, AZ, Phoenix, 85004