Business Operations Specialist

Job Summary

The Business Operations Specialist plays a key role in ensuring the efficient and accurate execution of day-to-day operational activities supporting business banking clients.  The Business Operations Specialist will provide operational leadership by ensuring the operational health, safety, and soundness of assigned Business Banking Centers.

This will include guiding managers through complex operational issues and concerns, implementing and executing the Business Banking Center Operational Controls, creating and monitoring remediation plans, and overseeing operational trends and metrics.

Specific responsibilities include retail policy and procedure adherence, bank security, fraud detection and loss prevention, and to serve as an advocate for process improvement.  Assures the efficient, effective, and safe operation of the Business Banking Centers.  

Key Responsibilities / Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


* Provide personable and professional operational guidance   to assigned Business Banking Centers.


* Complete Business Banking Center risk and controls inspections by analyzing available data, observing Business Banking Center activities, reviewing documentation, performing cash audits, and interpreting all information to create a risk and controls assessment.


* Develop and manage risk and controls remediation plans to improve operational safety and soundness for assigned Business Banking Centers.


* Observe and coach Business Banking Center teammates to ensure operational integrity, knowledge, and adherence.


* Partners with assigned Regional Market Leader and Retail Operations Managers to elevate areas of concern, ensure transparency with issues or concerns, and present action plan for success.


* Collaborate with relationship managers, compliance officers, and IT to enhance workflow efficiencies and resolve escalations.


* Create and deliver Operations Training for new Business Center Mangers in assigned regions.


* Assist Business Banking Centers with complex questions requiring review, research, and in-depth knowledge of procedures with the ability to interpret intricate issues and provide a decision or recommendation on how to proceed.


* Leverage banking knowledge and expertise to investigate issues efficiently with appropriate rational and critical thinking skills.


* Support Business Banking Centers needs during times of uncertainty, high teammate and customer impact situations such as offline issues and events, emergencies, robberies and other escalated events with a calm and efficient manner designed to deescalate and guide the teammates successfully through the event.


* Communicate and elevate areas of opportunity to Director of Bank Services for improvement.


* Create detailed and specific incident recaps for high impact events impacting Business Banking Cente...