CareerPlan

Banking Services Group Leader III

Amherst, NY, USFull-time$54k–$90k2026-11-09 → 2026-11-10
Based in United States

Core

Team leader for a Center of Excellence (COE) unit managing workflow, process improvement, and daily production operations within a banking services environment.

Role type

Banking Services Group Leader

Builds

Daily production reporting, team productivity reports, and process improvements for assigned COE unit

Domain

Banking / Financial Services

Required skills

Workflow management, team coaching and training, process improvement, general ledger reconciliation, regulatory compliance, risk management, wire transfer approval, customer issue resolution, vendor support

Preferred skills

Verbal and written communication, knowledge of internal systems and procedures

Technologies

Spreadsheet software, word processing, presentation software

Responsibilities

Monitor workflow and serve as liaison between COE unit and management; Provide training and coaching to team; Complete daily production reporting; Maintain team procedures and conduct quality assurance reviews; Manage exceptions and resolve complex customer issues; Reconcile general ledger; Review and approve wire transfers; Identify and implement process improvements

Seniority

Mid-level, hands-on IC with leadership responsibilities