Area Ops Consultant

The Area Operations Consultant provides day-to-day support and coaching to branches around operational policies, procedures and internal controls to ensure compliance with bank policy and standards.  This will include monthly branch reviews, assessing potential risks and documenting processes.  Reviews should result in action plans for improvement executed by branch management.  The reviews will cover operational controls around security, information management, cash and negotiables, transaction processing and new account opening.  The Area Operations Consultant will collaborate with branch management and Director of Retail Operations in streamlining processes and improving efficiency. The Area Operations Consultant will also partner with compliance, BSA, security, core solutions, and deposit operations to ensure bank-wide consistency and excellence.

Key Responsibilities

• Assists with updates to Retail Operations Policies and Procedures
• Provides support and clarity to branch teammates for documented policies and procedures, while providing day to day consulting, coaching and clarity when questions are raised.
• Completes monthly branch reviews of branch operational controls, including security, information management, cash and negotiables, operational controls, cash audits, and transaction processing.
• Tracks new account opening exceptions and provides weekly reporting
• Leads Quarterly Universal Banker & Teller Meetings
• Assists branch teammates in meeting operational goals and objectives by identifying opportunities for improvement through on-site visits and proactive discussions.
• Provides support to branches in areas of new account opening, product knowledge, service transactions, and Teller Transactions
• Supports the Director of Retail Operations with trending data based on branch reviews and reports including branch tracking, accounts opened and closed, and product usage.
• Provides support to branches in areas of internal risk, cash controls, transaction processing and loss prevention.
• Assists in identification and development of branch process efficiencies.
• Maintains and updates branch procedure manuals.
• Provides support to branches for implementation of new and current products and systems.
• Acts as a supportive team player and a champion of the Queensborough brand both internally and externally within the community.
• Member of the Bank Robbery Critical Response Team.
• Required travel approximately 75%. 
• Performs other duties as assigned.

Key Qualifications:

Education

• Bachelor’s Degree in Finance or Accounting preferred, or equivalent work experience.

Experience

• 3 - 5 years of retail banking experience.
• Knowledge of core banking systems
• Basic understanding of compliance controls, risk management, operating policies and procedures, and fraud prevention.
• Knowledge/experience of all branch roles and functions.
• Excellent computer skills with proficiency in Windows, Word, PowerPoint, Excel and Adobe.
• Proven ability in successfully handling multiple tasks simultaneously.
• Strong communication and interpersonal skills

Personal Characteristics

• Unquestionable ethics, integrity, and values
• Ability to multi-task, work well individually and in a team environment.
• High level of energy, passion, adaptability, versatility and commitment to excellence
• Team player with the ability and willingness to work collaboratively with internal business partners.