Market Operations Specialist

POSITION SUMMARY:

Under the general direction of the Retail Operations and Training Manager, the individual in this position will be responsible for traveling to assigned branches to perform a variety of regular and recurring operational functions to include but not limited to audits and monthly reporting. They should be a subject matter expert in the area of Retail operations, supporting Retail Managers on related matters. Conduct relationships and activities consistent with established bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Conduct audit and operations activities consistent with standards contained in corporate policies and procedures.
• Visit branches on an established schedule or as needed to complete necessary assignments.
• Establish and maintain methods and procedures to ensure all assignments and duties are processed correctly and timely.
• Conduct any necessary follow-up validation reviews on previous audit exceptions.
• Provide accurate support to branch teams in person, online, and telephone communication.
• Coach and assist branch management with general audit, operational tasks or procedures.
• Interact with branch staff and teammates regarding the status of various reports and/or audit documentation related to retail and training.
• Maintain a friendly, positive, cooperative, and professional attitude. Resolve difficult situations with tact and diplomacy.
• Monitor and reconcile internal DDA and GL accounts as assigned.
• Fill orders for negotiable items and supplies for branch staff members.
• Assist Retail Operations and Training with file management, data gathering, report creation and review, scheduling meetings, and assist with meeting preparation.
• Assist with management of offages, marketing logs, customer incentives and other reports assigned.
• Maintain neat and orderly work areas and ensure that all confidential records are secured and/or disposed of properly.
• Attend and maintain all required training both in person and online.

ADDITIONAL DUTIES AND RESPONSIBILITIES:

• Assist others in the branch and Operations/ Training departments as needed and/or directed.
• May be assigned other duties and responsibilities.

POSITION REQUIREMENTS:

• Associate’s degree focused on financial/ business/ office administration or equivalent job experience. 
• Travel between branches – Daily 25-50%
• Demonstrate proficiency in basic office skills.
• Must be proficient in utilizing Microsoft Office applications
• Must possess good judgment and organization skills, the ability to prioritize, and handle confidential information.
• Ability to deal effectively and courteously with a large number of employees and members of the general public.
• Ability to read, write, and speak English.
• Effective oral and written communication skills.
• Ability to interpret and follow a variety of instructions furnished in written, oral, diagram, or schedule form and complete assignments without detailed directions.
• Ability to independently plan, prioritize, organize and complete work in an efficient manner. Ability to work quickly and accurately. Attention to detail required.
• Willingness to assume additional responsibilities/duties/projects as they arise.
• Ability to maintain regular and punctual attendance.
• Ability to drive a vehicle; travel is required. Must maintain a current, valid driver’s license and an acceptable driving record for bank insurance purposes.