Operations Analyst I
Identifies and completes projects focusing on developing and improving policies, procedures, processes, products, systems and services that are supported by the Home Office Client Services - Operations Department. Provides operational, servicing and transactional support to Sales Offices and Home Office for products and services through the various delivery systems used by American Federal.
Essential Roles & Responsibilities
• Transactional support to Sales Offices and Home Office for various bank products, services, and delivery systems.
• Daily and recurring operational support and product servicing activities.
• Responsible for regulatory monitoring and reporting.
• Identify Client Services - Operations policies, procedures, processes, products, work processes, systems and services for improvement opportunities that align with Client Services Department and Bank objectives.
• Lead or play key role in project development and implementation, including review and analysis of vendors or processes, recommendations on direction, project management, implementation and training.
• Conduct product or servicing production activities as necessary to meet department deadlines.
• Develop and maintain effective written procedures and training tools related to Client Services - Operations.
• Assist in issue resolution, as well as process and system improvements.
• Conduct investigations and research to resolve issues with policy, procedures, processes, products, work processes, systems, and services supported by Cleint Services Department.
• Identify and assist in resolution of system processing issues, upgrades, etc.
• Develop and conduct training.
• Provide primary and/or backup support to other Client Services - Operations Department responsibilities, plans and positions.
• Facilitate data collection as necessary for internal measurements and Sales Office chargebacks.
• Support the standards of the American Federal Brand and Customer Touchpoints.
• Follow established bank policies and procedures and applicable governmental regulatory laws and regulations.
• Maintain the confidentiality and security of bank and customer information and company trade secrets.
Performance Measurements:
• Maintain effective written procedures and training tools related to Deposit, Loan and Teller operations.
• Timely completion of routine workload, including production goals, error rates and schedules.
• Testing of OSI system upgrades and enhancements.
• Client Services Department semi-annual performance evaluations.
• Annual Client Services Department project plan.
• Client Services Department net expense.
Knowledge requirements:
• Broad knowledge of banking and banking operations.
• Broad knowledge of Loan and Deposit products, services, and systems.
• Deposit and Loan regulatory compliance requirements and operational control elements.
• OSI bank software and other financial systems software used by American Federal Bank.
• Project management tools and techniques.
• PC software applications, including Lotus Notes, Microsoft Office and the Internet.
Physical Demands & Work Environment:
• Operate bank and office equipment, including PC, telephone, fax, cell phone and photocopier.
• Talk and hear, use hands to write and to finger keyboard, telephone, cell phone, other bank and office equipment, and to handle other objects. Frequent sitting, standing, reaching with hands and arms, bending and walking. Close and distant vision and ability to focus.
• Interact with others.
• Lift 50 pounds and move for 15 yards.
• Travel to customer locations, other American Federal banking locations and Home Office.
It is the responsibility of the employee in this position to notify the supervisor or Human Resources if unable to perform the responsibilities of the position or if an accommodation to perform the responsibilities in needed.
Essential Qualifications:
• Bachelor's degree or equivalent.
• Five plus years experience in a banking industry, with focus in bank operations preferred.
• Advanced understanding of bank operations technical process and an ability to maximize efficiencies through workflow analysis and change implementation in accordance with the organization's overall strategic initiatives and direction.
• Multi-tasking and priority setting skills.
• Proficient at Microsoft Word, Excel, Access and Lotus Notes software programs.
• Experience applying sound risk management and bank-wide impact project management principals.
• Demonstrated ability to exercise discretion and independent judgment.
• Attention to detail and accuracy.
• Self-motivated and able to perform with little direct supervision.
• Experience working in a continuously changing environment with constant changes in priorities.
• Strong customer orientation.
• Strong interpersonal, oral and written communication and presentation skills.
• Lead a group of individuals and teams without supervisory relationship.
• Positive attitude, leadership skills and a commitment to American Federal values.
Member FDIC
Equal Opportunity/Affirmative Action Employer
All applicants, including employees of American Federal, are required to submit directly to the American Federal Human Resources Department an American Federal Application for Employment and an American Federal Inquiry Release Form, current resume, cover letter with three current business or professional references, including the references' full name and daytime and evening phone numbers with area code, current compensation package and expected compensation.
Applicants are also asked to complete an American Federal Applicant Control Card, Self Identification of Veteran Form and Self Identification of Disability Form.