Field Operations Analyst
Description:
Performs centralized account reviews for Banking Centers and Business Banking Teams
Identifies and prioritizes high risk account types for review completion
Compiles Account Review findings and recommends corrections
Reviews new account bank policies, programs and procedures to ensure compliance and makes recommendations for updates as needed
The Field Operations Analyst works with the Field Operations team to help drive operational standardization, in a cost-effective manner, to foster long-term productivity, efficiency, and quality client service
Will work on various projects and administrative tasks as determined by The Managing Director of Field Operations & Administration
Conducts detailed Account Reviews of Banking Centers & Business Banking Teams
Ensures that results and corrections of the Account Reviews are communicated using NARP and/ or written means
Collaborate with assigned FO Partner to communicate review findings to ensure a consistent and united message
Prepare and communicate monthly reports to Consumer Banking Leadership Teams and analysts as needed for the BCN Operations Scorecard
Identify critical procedural/process deficiencies in relation to new accounts and recommends updates to account procedures, guides, and training objectives
Attend Regional Meetings to provide coaching and procedure updates as needed
Ensure compliance with all regulations, policies, and procedures
Requirements:
3+ years operations experience, including Banking Center experience preferred
Candidates with advanced degrees (Associates, Bachelors, and/or Masters) preferred, yet a High School diploma or GED is required
Requires a deep knowledge of new account opening and review policies and procedures including specialty and business account types
Strong communication skills
Knowledge of banking products and services
Effective decision-maker
Strong interpersonal and team building skills
Results oriented
Must be highly organized and able to manage many concurrent projects
Benefits:
Apply Now
Performs centralized account reviews for Banking Centers and Business Banking Teams
Identifies and prioritizes high risk account types for review completion
Compiles Account Review findings and recommends corrections
Reviews new account bank policies, programs and procedures to ensure compliance and makes recommendations for updates as needed
The Field Operations Analyst works with the Field Operations team to help drive operational standardization, in a cost-effective manner, to foster long-term productivity, efficiency, and quality client service
Will work on various projects and administrative tasks as determined by The Managing Director of Field Operations & Administration
Conducts detailed Account Reviews of Banking Centers & Business Banking Teams
Ensures that results and corrections of the Account Reviews are communicated using NARP and/ or written means
Collaborate with assigned FO Partner to communicate review findings to ensure a consistent and united message
Prepare and communicate monthly reports to Consumer Banking Leadership Teams and analysts as needed for the BCN Operations Scorecard
Identify critical procedural/process deficiencies in relation to new accounts and recommends updates to account procedures, guides, and training objectives
Attend Regional Meetings to provide coaching and procedure updates as needed
Ensure compliance with all regulations, policies, and procedures
Requirements:
3+ years operations experience, including Banking Center experience preferred
Candidates with advanced degrees (Associates, Bachelors, and/or Masters) preferred, yet a High School diploma or GED is required
Requires a deep knowledge of new account opening and review policies and procedures including specialty and business account types
Strong communication skills
Knowledge of banking products and services
Effective decision-maker
Strong interpersonal and team building skills
Results oriented
Must be highly organized and able to manage many concurrent projects
Benefits:
Apply Now