Operations Utility Specialist - SUNWEST BANK : Job Details

SUMMARY This position covers a wide range of duties necessary to work in any Deposit Operations or Branch Administration role as needed, including but not limited to central operations services, wire transfers, new account opening, phone and online banking support, and branch support and trouble-shooting. Individuals in this role cover absences due to team member vacations, illnesses, leaves and open positions. Individuals in this role must be well organized, self-motivated, flexible, able to multi-task effectively. Individuals in this role should be comfortable communicating with people throughout the organization, able to solve problems, and adept at estimating and managing time for a variety of tasks. ESSENTIAL DUTIES AND RESPONSIBILITIES Process assigned back-office operational tasks within assigned periods. Investigate fraudulent claims, mitigate risk, and research suspect items and/or transactions within appropriate time frames. Assist in the review of department and branch certifications and help prepare for testing, monitoring, and audits. Answer and assist branches with client inquiries, research and updates as needed. Offer guidance, support to peers, and allow department staff to leverage knowledge and experience. Provides support to internal and external business partners, timely resolve system and customer issues. Performs duties associated with opening accounts, including check orders, debit card orders, address changes, and updated or superseded signature cards. Process incoming and outgoing wires. Assist clients, branches, and other lines of business with phone inquiries and requests. Processes client deposits, withdrawals, transfers, payments, and account maintenance activities efficiently and accurately. Provides a full range of professional, technical, and general support to clients and Bank personnel. Provides service and support related to the Bank's phone and online banking platforms and ancillary services. Ensures delivery of exceptional client service via telephone or through email by taking ownership of each client inquiry, question, or concern to resolution. ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers, and management. Demonstrates high level of quality work, predictable and punctual attendance, and professional appearance. Adheres to all Company Policies & Procedures and Safety Regulations. Adheres to local, state, and federal laws. Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position. SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities. MINIMUM QUALIFICATIONS Two years of banking experience in back-office operations, experience in researching and resolving basic to complex problems. Strong interpersonal skills including written and verbal communication, a curious growth mindset with a willingness to learn, a strong and professional personal brand, effective time management skills, willingness to receive coaching and feedback. Strong technical skills utilizing Microsoft Office including Teams, Outlook, Word, Excel, PowerPoint as well as webcam/video. Ability to work independently or on a team meeting deadlines and producing high quality deliverables. COMPETENCIES Adaptability Communication Decision Making Initiative Innovation Organization Professionalism Results Orientated PHYSICAL DEMANDS: In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently abled individuals to perform the essential functions of the job. Standing, walking, and squatting less than fifty percent of the work shift Required to lift, move, and carry up to 40 pounds Ability to read, count and write to accurately complete all documentation and reports Must be able to see, hear and speak to communicate with employees and other customers Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms (Check the box that applies by double clicking on the box.) Sedentary: Limited activity, no lifting, limited walking Moderate: Mostly standing, walking, bending, frequent lifting Light: Office work, some lifting, bending, stooping, or kneeling, walking Arduous: Heavy lifting, bending, crawling, climbing WORK ENVIRONMENT: In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differently abled individuals to perform the essential functions of the job within the environment. The workspace is clean, orderly, properly lighted and ventilated with the proper safety compliance Noise levels are considered moderate.