Manages staff responsible for processing financial transactions to include payments, transfers, and receivable transactions
Ensures transactions are processed within the appropriate system in a compliant and timely manner
Responsible for providing direction and assistance to staff in the fulfillment of financial operations ensuring all transactions are in adherence with Federal regulations, policies and procedures
Assesses training requirements and determines individual training needs
Maintains comprehensive knowledge of applicable systems utilized in daily functions and operations
Advises staff on complex procedures and decisions
Researches and resolves escalated issues for member accounts
Partners with third-parties to inquire on information required for escalation resolution
Monitors productivity through reporting
Analyzes workflow and processes to identify and implement improvements to gain efficiency
Responsible for coordinating the documentation review of all processes and procedures for the team to ensure up to date
Makes recommendations to improve processes
Represents and leads the department on various committees, projects, and initiatives providing the financial operations perspective
Compiles, analyzes, and prepares reporting data on volumes, hours, and staffing for tracking, trending or planning purposes
Develops staff to maximize resource productivity to ensure defined business goals and objectives are met
Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures
Requirements
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree
6 years of financial services experience related to processing financial transactions
2 years of direct team lead or management experience required
Advanced knowledge in Microsoft Office applications and applicable systems such as payment processing systems, accounts payable/receivables processes or similar
Previous experience in money movement transaction processing or Financial Institution regulatory compliance
Proven ability to build effective cross-functional relationships with employees of various levels throughout the organization
Benefits
comprehensive medical, dental and vision plans
401(k)
pension
life insurance
parental benefits
adoption assistance
paid time off program with paid holidays plus 16 paid volunteer hours