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Form of workSUMMARY
Sunwest Bank’s Operations Trainee Program is a formal 12-month program providing a unique opportunity for the individual to gain first-hand knowledge and comprehensive, hands-on experience rotating through a variety of departments and areas across the bank. Under supervision from the Director of Operations or assigned Operations Managers, Trainees will gain broad exposure to develop bench strength for future leadership or specialized positions within the bank. The trainee may be involved in complex projects or serve on committees while also focusing on developing important leadership and professional skills. Upon successful completion of the program, the individual will be ready to be in a technically skilled role in the Operations Division, and with further development a higher-level leadership role within 5-7 years. The position will be based in our operations center in Nampa, Idaho, with necessary travel to designated offices, trainings, meetings, etc., as required.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Works alongside Sunwest Bank team members to experience real-life business scenarios impacting our customers and bank and use knowledge developed to support the bank, while developing technical/professional skills.
- Observes policies and procedures to acquire a working knowledge of all aspects of the bank's operation and products and services, while performing assigned duties in department rotations and executing with the intent to meet or exceed expectations. Rotations will include all departments within the operations division and may also include but are not limited to targeted training related to Strategic Initiatives, Commercial Banking, Consumer/Retail Banking, Credit Risk Management, Human Resources, and Risk Management (including Audit, Compliance, and BSA/AML).
- Conducts special projects and assignments outside the scope of normal rotations, attending seminars, events, and various corporate engagements in support of the bank and/or employee professional development.
- Participates in and represents bank in service activities where you will establish connections, support our communities, and live the culture to change lives for the better.
- Organizes, leads, and champions various corporate efforts and initiatives designed to develop your leadership and managerial skills.
- Demonstrates understanding/competency by successfully passing assignments and tests at the conclusion of various program milestones.
- Communicates and reports on progress in program and provides feedback about program to Manager(s).
- Interacts directly and professionally with members of the bank’s leadership team, vendors, and service providers, as well as customers/prospects.
- Performs special projects as designated by the Director of Operations.
ADDITIONAL RESPONSIBILITIES
- Works afterhours and travels to various locations dependent upon the department rotation, work schedule, volunteer opportunity, or business need. When necessary, travel and hours worked may vary. Trainees are eligible for mileage reimbursement.
- Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers, and management.
- Demonstrates high level of quality work, attendance, and appearance.
- Adheres to all Company Policies & Procedures and Safety Regulations.
- Adheres to local, state and federal laws.
- Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
- Additional duties as assigned as it relates to the position.
SUPERVISORY RESPONSIBILITIES
This position does not have supervisory responsibilities
MINIMUM QUALIFICATIONS
- Bachelor’s degree, or combination of education and experience. Minimum required experience = Two years' work experience in banking/financial services, customer service, or a business-related field (example – retail, call center, customer focused field, etc.).
- Strong interpersonal skills including written and verbal communication, a curious growth mindset with a willingness to learn, a strong and professional personal brand, effective time management skills, willingness to receive coaching and feedback.
- Strong technical skills utilizing Microsoft Office including Teams, Outlook, Word, Excel, PowerPoint as well as webcam/video.
- Ability to work independently or on a team meeting deadlines and producing high quality deliverables.
COMPETENCIES
- Adaptability
- Communication
- Decision Making
- Initiative
- Innovation
- Organization
- Professionalism
- Results Orientated
PHYSICAL DEMANDS: In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently abled individuals to perform the essential functions of the job.
- Standing, walking, and squatting less than fifty percent of the work shift
- Required to lift, move, and carry up to 40 pounds
- Ability to read, count and write to accurately complete all documentation and reports
- Must be able to see, hear and speak to communicate with employees and other customers
- Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus
- Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms
(Check the box that applies by double clicking on the box.)
Sedentary: Limited activity, no lifting, limited walking
Moderate: Mostly standing, walking, bending, frequent lifting
Light: Office work, some lifting, bending, stooping, or kneeling, walking
Arduous: Heavy lifting, bending, crawling, climbing
WORK ENVIRONMENT: In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differently abled individuals to perform the essential functions of the job within the environment.
- The workspace is clean, orderly, properly lighted and ventilated with the proper safety compliance
- Noise levels are considered moderate
Sunwest Bank Is an Equal Opportunity Employer
Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.
Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.
Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank’s “Code of Ethics and Conduct.” Each employee is also expected to maintain an awareness of the laws, regulations, internal policies, and procedures that are appropriate for his/her position
Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.
