1365 U.S. 101, Florence, OR, USA
Oregon Pacific Bank
DEPARTMENT: OPERATIONS SUPPORT
REPORTS TO: MANAGER OF OPERATIONS SUPPORT
SUPERVISES: NONE
HOURS: 40 HOURS, MONDAY – FRIDAY
JOB SUMMARY
Responsible for processing and reviewing time sensitive exceptions, documents and their controls to mitigate losses and remain compliant.
ESSENTIAL JOB DUTIES
Daily Operations tasks:
o Balance In-Process GL Accounts to Applications
o Research Transactions and Outages
o Stop Payments
o COD, DDA, FMS, Savings, and Safe Deposit Box Non-Posts
o Charge backs on returned deposit items
o Review ATM Deposits from Main & Eugene
o Review Reports Daily:
o Deposit: Account Exceptions, Large Items, Extracted IAT
o COD: Controlled Accounts, Certificates Automatically Renewed
o DCI: Daily Reports
o Verify and log in incoming and outgoing International wires
o Log ‘Hold’ notices as received
o Print overdraft letters
o Process Garnishments and other Legal Processes
o Print COD checks and mail
o Process wire transfers if needed
o Preform backup duties for Treasury
Weekly tasks:
• Review weekly closed accounts for DDA, Savings, and CODs
• Process the closed accounts report by removing transfers, sweeps, stop pays, and/or combined statements
• Close all debit cards tied to accounts
• Check for on-line banking and remove or move to new account
• Move all signature cards to the closed file
• Send IRA Fed/State Withholding
Monthly tasks:
• Prepare
• assigned certifications
Periodic tasks:
o Supervise financial institution’s records retention and disposal program
o All other duties as assigned to meet client and operational needs
o Prepare Quarterly/yearly taxes
RELATIONSHIPS
The Operations Specialist interfaces with the Compliance Committee, external auditors, examiners, and all operational departments. Also interfaces with clients to resolve issues and explain processes.
WORK CONTEXT
Ability to concentrate and focus on essential functions in appropriate priority order is required. Requires interaction with clients and co-workers in sometimes difficult circumstances requiring patience. Requires being punctual, dependable, detail oriented and responsible for work outcomes and results. Requires sitting for long periods and traveling to other departments and locations, as needed. Requires strong computer skills. Requires contact with others by telephone conversations, use of electronic mail, and face-to-face discussions. Requires completion of assigned on-line training courses with a passing percentage. Professional environment requiring appropriate professional demeanor and attire. Work is performed indoors in environmentally controlled conditions.
JOB SPECIFICATIONS
Applicant must qualify under the following specifications:
Education: Bachelor’s Degree Preferred
Experience: 5-7 Years of experience at a financial institution
Demonstrated Skills:
• Broad understanding of bank operations and procedures
• Ability to manage multiple demands and priorities
• Extensive knowledge of Money Laundering Control Act, Office of Foreign Asset Control regulations, strategies and enforcement policies, familiarity with key banking regulations
• Extensive knowledge of bank laws and operations, risk assessment and analysis
• Ability to prioritize and organize work-load with little to no supervisory intervention
• Knowledge of Business English
• Ability to communicate orally in an effective manner and respond to common inquiries from regulatory agencies and outside consultants.
• Ability to handle high levels of stress
• Competency in Microsoft Office Products
• Extensive knowledge and experience with Excel
• Competency in communication with co-workers with tact and diplomacy
• Ability to work with others in a cooperative manner that supports a team environment
• Ability to lift 30 lbs if necessary
• Ability to work full-time hours as scheduled
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