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UTILITY/OPERATIONS SPECIALIST POSITION DESCRIPTION

Whittier, CA

 

SUMMARY

The position of Utility/Operations Specialist is responsible for the new accounts department by opening and maintaining accounts in a satisfactory manner. In addition, the position will perform routine and intermediate branch and customer service duties; cashes checks and withdrawals, deposits, loan payments, vault duties, review and balancing of daily operations reports, assist with incoming/outing wires, answer phones. The position will have limited (a) supervision (b) signing authority, and (c) approval authority. Promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Assures compliance with all Bank policies and procedures as well as all applicable state and federal banking regulations.

JOB RESPONSIBILITES

1. Opens and closes new accounts and services any account related requests
2. Exercise limited signing authority, signing official checks, GL entries. Approve checks for encashment and approve checks for deposits.
3. Will assist with on-the-job training for Customer Service and New Accounts
4. Will assist with lunch and break schedules
5. Teller override in absence of AVP CSM
6. Input CTRs
7. Back up Teller line
8. Open and close branch, check premises for intruders in absence of AVP CSM
9. Open and close vault
10. Knowledge of levies and attachments
11. Process incoming and outgoing wires
12. Check-in Tellers
13. Assist with research of branch or teller differences
14. Customer Service in person and by phone
15. Assist with monthly operations certifications
16. Assist with audit in various departments for compliance
17. Responsible for complying with all Federal and State regulations including BSA (reporting unusual or suspicious activity), Reg. CC. CRA, Reg. DD, Reg. E and Reg. D.
18. Responsible for completing Online Training course by the assigned due dates
19. Treats people with respect; keeps commitments, inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
20. Adhere to manager and supervisor’s direction
21. Follows policies and procedures; completes operational tasks correctly and on time; supports the Bank’s goals and values.

SECONDARY DUTIES

The position of Utility/Operations Specialist performs duties specific to the position and as the back-up to the Teller line and other functions, as assigned by Supervisor(s)

SUPERVISORY RESPONSIBILITY

The position of Utility/Operations Specialist is not responsible for the supervision of any employee(s); however, will have limited supervision in absence of the AVP Client Services Manager.

ENVIRONMENT AND PHYSICAL ACTIVITY

The incumbent is in a non-confined office-type setting in which he or she is free to move about and will. The position included driving a personal owned vehicle approximately 25% of the time which includes exposure to the outside weather elements and moving mechanical parts. It may include some minor annoyances such as noise, odors, drafts, etc.

The incumbent while performing this position spends time writing, typing, speaking, listening, lifting (up to 15 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.

MENTAL DEMANDS

The incumbent in this position must be able to accommodate the reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

MINIMUM REQUIREMENTS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
• High school diploma or general education degree (GED); or 2 - 3 years of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business of financial industry related.
• Basic experience, knowledge and training in branch operation activities, terminology and products and services.
• Basic knowledge of related state and federal banking compliance regulations, and other bank operational policies.
• Basic skills in computer terminal and personal computer operation; mainframe computer system; and word processing and spreadsheet software.
• Basic typing skills to meet production needs of the position
• Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner.
• Effective oral, written, and interpersonal communications skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
• Ability to deal with routine problems involving multiple facets and variables in standardized situations.
• Good organizational and time management skills.
• Ability to work with general supervision while performing duties.
• Current California driver’s license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties and responsibilities.

 

To send in your resume please contact our Human Resources department at hrm@friendlyhillsbank.com.

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