Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfullyManager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvementEnterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the "why" and connects contributions to business resultsRisk Manager: Leads and encourages the identification, escalation and resolution of potential risksPeople Manager & Coach: Knows and develops team members through coaching and feedbackFinancial Steward: Manages expenses and demonstrates an owner's mindsetEnterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growthDriver of Business Outcomes: Delivers results through effective team management, structure, and routinesRequired Qualifications: Minimum of 4 years of experience in operations, finance, accounting, or a related function within a regulated or process-driven environment, including experience managing or leading a teamExperience overseeing operational processes, ensuring adherence to established procedures, service levels, risk controls, and regulatory requirementsExperience reviewing financial transactions, operational activity, or complex documentation to identify discrepancies, mitigate risk, and support accurate decision-makingExperience managing workflow, staffing, or capacity planning activities to meet business priorities and operational performance objectivesExperience analyzing operational metrics, reporting, or performance trends to identify issues, improve processes, and support business decision-makingDesired Qualifications: Experience managing operations within financial services, wealth management, banking, accounting, or other highly regulated industriesExperience supporting budgets, forecasting activities, resource planning, or operational capacity managementExperience leading process improvement initiatives through the use of operational metrics, quality reviews, or performance reportingAdvanced experience using Microsoft Excel to analyze data, identify trends, and support operational reportingGeneral knowledge of brokerage transactions, investment products, account servicing, or transaction processing operationsSkills: Business Operations ManagementCustomer Service ManagementPerformance ManagementProcess Performance MeasurementTalent DevelopmentAccount ManagementClient ManagementLeadership DevelopmentProcess ManagementRelationship BuildingHiring and OnboardingPolicies, Procedures, and Guidelines ManagementProcess DesignRisk ManagementWorkforce AnalyticsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Responsibilities: Oversees end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines by overseeing transaction reviews to confirm authorization, documentation, funding availability, and risk requirements before approval decisionsDevelops and analyzes procedures to enhance unit and/or product-related activities and oversees budget and expense management, reporting, and forecasting for designated areas by directing transaction review practices and ensuring consistent execution of approval, exception, and return workflowsManages staffing levels and capacities, prioritizes employee development by providing effective coaching and training, and shares constructive feedback to drive Operational Excellence by aligning team resources to transaction volumes and coaching associates on complex financial transaction reviewsImplements improvements to drive the growth to the overall processes and identifies data, metrics, and key performance indicators to measure process effectiveness by monitoring transaction approvals, exceptions, and returns to improve accuracy, efficiency, and service levelsAligns bank priorities and strategies to employee metrics and goals, evaluates employee progress, and strives to recognize, encourage, and improve team performance to support an inclusive work environment by setting expectations for quality, risk management, and timely transaction decisions while supporting employee development and performance outcomesManagerial Responsibilities: This position may also have responsibilities for managing associates.