Deposit Operations Supervisor

at  Pathfinder Bank

Description:
About Us: At Pathfinder Bank, we take pride in being more than just a financial institution – we are a community-focused bank committed to building lasting connections in Central New York. As a key player in our Market, you’ll have the chance to make a meaningful impact on the people and businesses in our community while developing long-lasting, trusted relationships.

SUMMARY/OBJECTIVES

Responsible for the supervision and leadership of all assigned personnel; directing the daily operational activities relating to Deposit Operations. Oversees various department functions including CIP documentation review, IRA/HSA portfolio management, deposit account research and various monthly/annual reports. Provides customer service to internal and external customers regarding deposit related issues. Ensures compliance with all Federal and State regulations and organizational policies, procedures within assigned areas.

• Supervises the team responsible for bank wide CIP documentation review, deposit account research, returned deposit mail, IRA/HSA portfolio management, account changes, customer information changes, audit preparation functions, related report writing, and accurate deposit account setup bank wide.
• Team Development: Lead and develop a skilled team, fostering a growth mindset and nurturing personal and professional development. Hire team members when required; regularly evaluate performance through monthly one-on-one discussions and annual performance reviews.
• Performs assigned duties in accordance with the company Mission, Vision and Values statements, and ensures customers receive exceptional service.
• Responsible for submission of budgetary items established within authority levels.
• Oversee the reviews of daily/monthly/annual reports and supporting documentation to ensure account setups and changes are completed and entered into the Core in accordance with regulations and bank policy.
• Directs and facilitates preparation of various monthly and annual reports for other departments, the Board of Directors, Auditors and Regulatory Agencies.
• Ensures accurate and timely completion of all department tasks, reports, and payments.
• Oversees Deposit Operations documentation and service standards. Assists in the review, modification, and/or establishment of procedures and controls as necessary for efficient and cost-effective operation; maintains up-to-date written procedures for the deposit operations area. Monitors regulatory and policy changes and implements procedures to ensure compliance.
• Works with the department and outside departments to identify and provide training and/or resources related to Deposit Operations tasks/processes.
• Handles complex escalated internal and external customer calls, and assists with complex questions for resolution.
• Is the primary point of contact for internal business partners, auditors/examiners and internal customers on matters relevant to Deposit Operations.