Summary of the Position:
The Deposit Operations Team Lead manages all workflow of the Senior and Associate level employees and ensures that all client service level agreements are met. In addition, the Deposit Operations Team Lead will assist with performance feedback and yearly staff evaluations and maintain all required documentation as it pertains to audit. The Deposit Operations Team Lead will also assist the staff on new account set-up, maintenance requests, and client support when needed. The Deposit Operations Team Lead will maintain a solid understanding of all Deposit product and services, and work closely with Relationship Managers, Sales, Wire Operations, Treasury Operations, ACH Operations, Loan Operations, Capital Markets, Compliance, and all other authorized parties affiliated with Deposit accounts.
Primary Functions of the Position:
- Manages the day-to-day activity of the Deposit Operations staff
- Assists in yearly performance evaluations of the Treasury Management staff
- Approves timecards for any non-exempt employees
- Ensures staff is properly and adequately trained
- Responsible for maintaining all policy and procedures for audit
- Coordinates the day-to-day activities of the Deposit Operations team
- Ensures all service levels are met
- Works closely with Relationship Managers, Sales, Wire Operations, Treasury Operations, ACH Operations, Loan Operations, Capital Markets, and Compliance to effectively execute the responsibilities of the position
- Provides daily workflow and capacity planning solutions for upcoming initiatives
- Point of escalation for team and handle escalation process throughout its entirety
- Interviews and effectively participates in the selection process of new employees
- Makes proposals to management for changes and improvements to SLA’s
- Provides day-to-day support and insight to the metrics & performance of the team
- Provides support for projects when needed
Education and Experience Requirements:
- Bachelor’s Degree, or equivalent combination of education and experience
- Minimum 5 years of bank operations experience in a deposit operations role
- Minimum 2 years of supervisory or leadership experience in current or recently held position preferred
Essential Skills and Abilities:
- Demonstrates knowledge of all Deposit 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 possess branch knowledge, such as 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
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
