JOB SUMMARY: Responsible for processing the daily functions of the bank in a team environment. Responsibilities include processing time sensitive tasks and reviewing reports, documents, and other processes to mitigate losses and remain compliant.

JOB SPECIFICATIONS

Education: Bachelor’s Degree or equivalent professional experience
Experience: 1-3 Years of experience at a financial institution or relevant experience

ESSENTIAL FUNCTIONS

Balance In-Process GL Accounts to Applications
Research Transactions and Outages
Stop Payments
COD, DDA, FMS, Savings, and Safe Deposit Box Non-Posts
Charge backs on returned deposit items
Review ATM Deposits from Main & Eugene
Review System Reports Daily
Process incoming and outgoing wire transfers
Log ‘Hold’ notices as received
Process overdrawn accounts
Process Garnishments and other Legal Processes
Print COD checks and mail
Process incoming and outgoing ACH files, including verifying external transfers
Monitor correspondent bank balances and transactions
Review weekly closed accounts for DDA, Savings, and CODs
Process closed accounts
Send IRA Fed/State Withholding payments
Prepare assigned certifications
Supervise financial institution’s records retention and disposal program
Prepare Quarterly/yearly taxes
Become knowledgeable of bank compliance rules and adhere to Bank, Federal and State policies, procedures and banking regulations relating to this position
All other duties as assigned to meet client and operational needs

SKILLS:

Broad understanding of bank operations and procedures
Ability to manage multiple demands and priorities
Knowledge of Money Laundering Control Act, Office of Foreign Asset Control regulations, strategies and enforcement policies, familiarity with key banking regulations
Working knowledge of bank laws and operations, risk assessment and analysis
Ability to prioritize and organize work-load with limited supervisory intervention
Ability to communicate orally in an effective manner and respond to common inquiries from regulatory agencies and outside consultants.
Ability to handle stress
Competency in Microsoft Office Products including Excel
Ability to communicate with co-workers with tact and diplomacy and a positive attitude
Ability to work with others in a cooperative manner that supports a team environment

RELATIONSHIPS

Responsible to the Operation Support Manager for the fulfillment of functions and responsibilities
The Operations Specialist interfaces with the Compliance Department, external auditors, examiners, and all operational departments. Also interfaces with clients to resolve issues and explain processes.

CORE BEHAVIORS for DELIVERING ON THE PROMISE:

Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
Work Ethic. Be willing to go the extra mile for the client, whether internal or external.
Influence. Be an active player in participating, building and contributing to service.
Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.
Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
Problem Solving. Being creative, problem-solving mentality to every situation. See alternatives, take initiative and assume responsibility for your actions.
Communication. Keep other informed and up-to-date. Actively listen and learn from each other.
Have a Sense of Community. We firmly believe that we’re only as strong as the communities we serve. Your involvement is an important part of who we are.

Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran’s status.

Operations Specialist I

Key skills

About this role