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Job Description

Summary of the Position:

The Quality Review Team Lead manages a staff of individuals who are responsible for the validation of workflow performed in the Deposit and Treasury areas of Operations. The Quality Review Team Lead will also be responsible for the organization and presentment of all documentation that is related to audit. It is imperative that all SOC and non-SOC related items are performed accurately and timely. The Quality Review Team Lead will maintain a strong understanding of all Deposit products and services, as well as maintain a solid understanding of Treasury Operations. This candidate will work closely with Deposit Operations, Treasury Operations, Wire Operations, ACH Operations, and Private Bank Deposit Services.

Primary Functions of the Position:

+ Manages the day-to-day activity of the Quality Review staff

+ Assists in development of yearly performance evaluations of the Quality Review staff

+ Approves timecards for any non-exempt employees

+ Ensures staff is properly and adequately trained.

+ Maintains all policy and procedures for audit

+ Coordinates the day-to-day activities of the Quality Review team

+ Ensures all service levels are met

+ Conducts training as needed

+ Works closely with Deposit Operations, Treasury Operations, Wire Operations, ACH Operations, and Private Bank Deposit Services

Education and Experience Requirements:

+ Bachelor’s Degree Preferred

+ A minimum of 5 years of experience, including 2 years of bank operations leadership experience in a deposit operations role.

Essential Skills and Abilities:

+ Demonstrates knowledge of all Deposit and Treasury products, systems, and related processes

+ Ability to successfully lead a team through proper training and coaching

+ Organizational skills that will be imperative to supporting audits

+ Candidates should have experience with Deposit products including Checking, Money Markets, Certificates of Deposits, and CDARS/ICS

+ Candidate should have experience with Treasury products including Online Banking, Wire, ACH, and other related products

+ Candidate should possess branch knowledge, teller work, new account opening, and client service requests.

+ Ability to communicate effectively in writing and over the phone

+ Ability to work in a fast-paced, high-intensity work environment

+ Job may require additional hours of work during peak periods to meet service levels

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration

Work Experience

General Experience - 13 months to 3 years

Certifications

Travel

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcomes

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.