Account Operations Manager Jobs in Quincy, IL (NOW HIRING)

Duties & Responsibilities – Branch Operations 

• Participate in daily CSR duties and responsibilities
• Has 3 years of experience in the CSR role, or completed in-house training for this role
• Supervise and oversee branch CSR staff
• Oversee branch cash vaults and overall balancing
• Coordinate and participate in interviews for Branch CSR staff
• Assist in training of new hires and ensure completion of the training program in a timely manner
• Establish performance objectives and conduct reviews for assigned staff
• Ensure employee development by coaching and counseling as needed
• Oversee branch CSR scheduling
• Communicate any problems, differences or potential losses to SVP of Operations
• Lead by example to promote an in-branch sales environment, ie: cross-selling products and services to current customers
• Partner with CBP, lender, or business banker in the market to explore external growth opportunities
• Communication with CBP in the market to ensure branch coverage for all areas, including lending, business banking, and operations
• Communicate with CBP and building maintenance crew about any building issues or routine upkeep
• Exude professionalism inside and outside the bank, during and after bank hours
• Involvement in strategic growth plans for their branch and market
• Keep informed of new programs, services, and accounts offered by bank
• Active community involvement in the market
• All duties and responsibilities as the -In Branch Business Banker

                                             Duties & Responsibilities – In-Lobby Business Banking Representative

• Ability to understand and provide basic demonstrations for business banking products, including but not limited to Checking & Money Market Accounts, Remote Deposit Capture, & Business Credit Cards
• Ability to learn basic working knowledge of ancillary products offered:
• Cash Management – ACH Origination
• Cash Management – Positive Pay
• Cash Management – Wire Transfer Requests
• Remote Deposit Capture
• Merchant Processing
• Business Credit Cards
• Payroll Cards
• Sweeps
• Business Bill Pay
• Assume responsibility and work with Business Banker in market to take on oversite of discovery bar(s) in the market
• Ability to learn and understand different document requirements for different business entities
• Ability to assist Business customers with new accounts, maintenance of existing accounts or closing accounts and submit information to Business Banking Processing for completion
• Centralized Processing Model:
• Collect CIP worksheets and Entity documents by using and completing the Due Diligence forms for each entity type
• Submit information to bbprocessing@myhomebank.bank or by using CRM Case Management
• Processing will prepare documents (Resolution, Signature Card, Reg GG, Beneficial Owner) for review
• AVP of Business & Digital, AVP of Business Sales, VP of Business Banking, CBP of Northeast MO or CFO will review entity documents
• Processing will print to location needed for customer signature
• Communicate to customer and other Business Banking staff in the market when documents are ready and at signing remember to introduce Business Banking Associate, Officer or Treasury Management Officer in market
• If the customer doesn’t come in to sign the day the paperwork is prepped, make sure documents are stored in the Business Banking pending location in your market
• Assume responsibility of in lobby Business Banking sales when Business Banking Associate, Officer or Treasury Management Officer is not available
• Assist Business Banking Associate, Officer or Treasury Management Officer with market specific research
• Ability to have open lines of communication with Business Banker, Business Banking Processors & Lenders
• Answer inquiries from banking departments and customers to provide necessary information and customer service in a clear and timely manner
• Reset passwords for Internet Banking customers
• Assist with continual training & education for operations staff for business banking products
• PTO Requests will be communicated to both direct and indirect supervisors
• Willingness to assist customers with a ‘Can Do’ attitude
• Communicate any problems, differences or potential losses to supervisor
• Perform other related duties required or assigned

• Bachelor Degree in Business, Accounting, or Finance or equivalent experience required

• 5 years banking experience with 3 years of supervision experience with proven ability to lead and direct employees
• Strong communications (written and verbal), customer skills, & interpersonal skills
• Maintain a working knowledge of banking laws and regulations and internal policies and procedures related to the job