"Alerted.org

Essential Duties and Responsibilities

+ Performs supervisory activities, including identifying performance problems and seeking guidance for remedial action; reviewing performance; and participating in interviewing and selecting staff.

+ Plans, assigns, monitors, reviews, evaluates and leads the work of associates operating in lower risk areas of the firm.

+ Coaches and mentorsdirect reports, identifies training needs and recommends development programs.

+ Assists in preparing and presenting operational budgets for a single functional area.

+ Assists in gathering review and audit items.

+ Assists in responding to Internal Audit.

+ Interprets and applies organizational policies and procedures.

+ Lead in the development of branch and deposit operations processes and procedures.

+ Participates in establishing objectives and developing processes and procedures to ensure efficient and timely work flow.

+ Performs periodic reporting on work progress, project completions and additional ad-hoc reporting as needed.

+ Ensures effective coordination occurs within assigned work group and with other work groups.

+ Performs other duties and responsibilities as assigned.

Knowledge of

+ Comprehensive command of principles, practices, and regulations of assigned functional area.

+ Investment concepts, practices and procedures used in the securities industry.

+ Principles of banking and finance and securities industry operations.

+ Financial markets and products.

Skill in

+ Preparing operational budgets.

+ Interpreting and applying policies and procedures.

+ Interpreting and applying banking regulations

+ Establishing operational objectives.

+ Implementing processes and procedures for efficient and timely work flow.

+ Preparing management reports.

+ Promoting effective coordination between work groups.

+ Operating standard office equipment and using required software applications.

Ability to

+ Plan, assign, monitor, review, evaluate and supervise the work of others.

+ Coach and mentor others.

+ Identify training needs and develop subordinates.

+ Balance conflicting resource and priority demands.

+ Maintain currency in assigned area of responsibility.

+ Partner with other functional areas to accomplish objectives.

+ Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.

+ Incorporate needs, wants and goals from different business unit perspectives into operational processes.

+ Read, interpret, analyze and apply information from job-related publications.

+ Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes.

+ Interpret and apply policies.

+ Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

+ Communicate effectively, both orally and in writing.

+ Work independently as well as collaboratively within a team environment.

+ Lead others in providing a high level of customer service

+ Establish and maintain effective working relationships at all levels of the organization.