Manages staff responsible for processing financial transactions including 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 fulfilling financial operations
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 for escalation resolution
Monitors productivity through reporting
Analyzes workflow and processes to identify and implement improvements
Responsible for coordinating documentation review of all processes and procedures for the team
Makes recommendations to improve processes
Represents and leads the department on various committees, projects and initiatives
Compiles, analyzes, and prepares reporting data on volumes, hours, and staffing
Develops staff to maximize resource productivity to meet defined business goals
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled

Bachelor's degree; OR 4 years of related experience 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
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.

Manager, Financial Operations

About this role