Lead Operations Representative
Core
Handle day-to-day operations processes, workflows, and safe deposit box account management for single or multiple Lines of Business.
Role type
Lead Operations Representative (Safe Deposit Box & Unclaimed Property)
Builds
Operational workflows and safe deposit box account records
Domain
Banking / Financial Services / Safe Deposit Box Operations
Required skills
Safe deposit box account management, operational controls, process improvement, data entry, Microsoft Office, physical mobility (lifting 25-30 lbs), deadline management
Preferred skills
Tracker PRO, APECS, SA99, SBDOMS, OneService, escheatment processes, audit support, team lead experience
Technologies
Microsoft Office, Tracker PRO, APECS, SA99, SBDOMS, OneService
Responsibilities
Complete workflows and item processing functions, provide guidance to team members, maintain internal operational and financial controls, review processes for efficiency, handle sensitive customer property and confidential information
Seniority
Senior, hands-on IC with mentoring responsibilities