Assistant Deposit Operations Manager

Job Description

Job Description

BENEFIT SUMMARY

• Paid holidays; closed on Sundays
• Paid vacation, earned sick/personal time, paid bereavement leave, paid family/medical leave, short term/long term disability
• Medical/dental insurance, vision plan (effective 1st of month after date of hire)
• Medical deductible reimbursement program
• Group term life/AD&D insurance; supplemental voluntary life/AD&D insurance (effective immediately)
• Safe Harbor 401(k) plan provides up to 3% matching contributions, and an additional 3% safe harbor company contribution once you have met the plan eligibility requirements.
• Tuition assistance (up to $4500/yr; approval required), employee referral program ($250 referral bonus per referral; approval required)
• Benefits are subject to change, and subject to employee eligibility requirements. Please contact Human Resources for current information.

SUMMARY/OBJECTIVE

Assists the VP of Operations with overseeing the day-to-day operations of the Operations Department. Oversee related functions and activities and administer company policies and procedures. Accountable to manage the department and staff when the VP of Operations is absent.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Monitor/assist in the daily operations of the department in accordance with credit union policies and procedures. Ongoing review and analysis of all departmental procedures to identify areas of improvement. Work with the VP of Operations to ensure procedures are updated as needed.
• Monitor departmental performance, identifying and facilitating opportunities to increase productivity and efficiency. Provide real-time feedback to staff directly, and coach staff on an ongoing basis. Provide feedback on staff performance appraisals.
• Identify training opportunities within department. Provide supplemental training as needed. Ensure that information concerning products and services is correctly provided to staff through all communications.
• Assist in the coordination of monthly departmental staff meetings. Document meeting/training staff attendance for record keeping. Attend company meetings and training as needed.
• Assist the VP of Operations in department projects and initiatives as required.
• Monitor and coordinate staff scheduling with the VP of Operations.
• Monitor/assist in the daily activities of staff in daily core processing functions of all account/electronic servicing duties, and plastic cards.
• Perform a weekly review of the negative balance report; review the monthly safe deposit box billing report, notices and exceptions; review monthly term certificate renewal reports and notices, as examples.
• Assist in overseeing quality control and verifications within the document management system. Ensure that core system critical fields are reviewed weekly for accuracy and completion.
• Monitor and assist in ensuring staff adhere to Regulation E (Electronic Funds Transfer Act); to include timely notifications and updates to members within the required time frame (notifications must be documented). Maintain monthly ACH monitoring logs and electronic monitoring logs.
• Confirm and complete (as needed) the BSA reviews for new accounts, medium risk accounts and high-risk accounts. Ensure staff are assigned to complete the monthly red flag address change report.
• Compliance with Bank Secrecy Act, OFAC and USA PATRIOT Act including accurate completion of CTR and Monetary Instrument Log, Member Identification Program, member due diligence, identifying high risk accounts, and reporting suspicious activities to Supervisor or BSA Officer.

QUALIFICATIONS

• High school graduate or GED. Bachelors preferred or some coursework/certificates.
• Ability to use a computer, navigate the internet, and use common software applications like Microsoft Office (Excel, Word, Outlook, etc.) is required.
• Minimum of three (3) years of customer service experience is required.
• Minimum of two (2) years of supervisory service experience is preferred.
• Prior experience working in banking or financial services is preferred.

COMPETENCIES

• Strong leadership skills and the ability to motivate others are necessary.
• Positive, professional business relationships within the credit union.
• The ability to work independently and take-on additional projects as assigned.
• The ability to meet deadlines.
• Strong organizational skills.
• Excellent oral and written communication skills.
• A strong commitment to achieving personal growth and success.

WORK ENVIRONMENT This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to type, file or lift office supplies up to 20 pounds. The employee is frequently required to sit, stand, walk, bend, talk, hear, use hands to finger, handle or feel; and reach with hands and arms.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

New Bedford Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

New Bedford Credit Union will reasonably accommodate qualified individuals with a disability so that they can perform the essential job functions unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to New Bedford Credit Union Contact human resources (HR) with any accommodation questions or requests.

New Bedford Credit Union is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

New Bedford Credit Union is committed to complying with applicable federal, state, and local laws governing reasonable accommodations of individuals, including, but not limited to, the Americans with Disabilities Act (ADA) and the Pregnant Workers Fairness Act (PWFA). To that end, New Bedford Credit Union will endeavor to make a reasonable accommodation to applicants and employees who have requested an accommodation, unless doing so would an undue hardship to New Bedford Credit Union’s business operations.