CD/IRA/Decedent Proc Supervisor

The position will oversee and manage projects and day-to-day operations of the CD/IRA/Decedent department in Bank Operations. The CD/IRA/Decedent department acts as a resource to support the opening, maintaining, and closing of Certificate of Deposit and IRA accounts, ensuring proper documentation and transaction quality, as well as compliance with appropriate laws and regulations. This group also supports periodic government and year-end reporting activities.

This position will be responsible for scheduling, planning, and defining the daily department workflow to ensure all necessary tasks are completed timely and accurately. It is also responsible for the quality of work performed, monitored through periodic quality control reviews. The individual will also lead training efforts to ensure procedures are thorough, complete, followed accurately, and that sufficient depth exists for each task. The successful candidate will be expected to develop strategies focused on process optimization, and work with internal and external partners to meet business objectives. This position will have extensive personnel responsibilities including coaching, counseling, hiring, and ongoing performance evaluations.

Position Requirements:

• College degree preferred, but not required

• At least 3 years banking or management experience is required
• General understanding of the financial services industry and deposit-related laws and regulations
• Ability to lead and motivate a team
• Consistently perform in a volume driven environment where workload fluctuates, but deadlines stay the same and service levels must be met
• Ability to communicate efficiently and effectively on the phone and through email to internal customers and business partners
• Strong work ethic, critical thinking, and problems solving skills with attention to detail • Ability to escalate issues and concerns appropriately
• Ability to prioritize and perform specific tasks independently
• Ability to use standard computer software (MS Outlook, MS Excel) and quickly learn to navigate and operate job-specific software and web-based applications
• Ability to aggregate and manipulate data into reports, drawing conclusions and identifying trends that lead to business improvements
• Ability to learn, configure, and optimize the software applications used to support daily tasks
• Ability to manage projects and facilitate product and process changes
• High degree of reliability
• Other duties as assigned by management

Experience

• 3 year(s): At least 3 years banking or management experience is required

Education

• High School or better

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)