Bank Operations Manager Job Description
Bank operations manager
provides configuration, maintenance, and support for our enterprise applications including Email, Active Directory, Microsoft Office, Antivirus, and ERP system.
Bank Operations Manager Duties & Responsibilities
To write an effective bank operations manager job description, begin by listing detailed duties, responsibilities and expectations. We have included bank operations manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Prepare a monthly Executive Management Report (EMR) business review presentation
Document and manage employee & operations activity taxonomy
Develop an operations volume capacity and forecasting model to ensure appropriate staffing levels in anticipation of expected volume patterns
Other business-specific efficiency/service/control programs in partnership with functional executives
Provide regular tracking and reporting of expenses and headcount in the Project Management applications
Support monthly tracking of expenses, including accruals and reclasses and any actual vs
Assist in production of all CTB related presentations
Act as a business representative with various control functional partners (AML Operations and PMO, Compliance, Legal, Regulatory PMO, etc) to execute deliverables that have a banker and client impact
Liaise with bankers/managers on the facilitation and execution of projects that are regulatory or control-focused
Deal/transaction controls
Bank Operations Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Bank Operations Manager
List any licenses or certifications required by the position: CAMS, PMP, CISA
Education for Bank Operations Manager
Typically a job would require a certain level of education.
Employers hiring for the bank operations manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Business, Accounting, Economics, Education, Leadership, MBA, Communication, Management, Business/Administration
Skills for Bank Operations Manager
Desired skills for bank operations manager include:
Departmental practices
Bank operating procedures
Basic aspects of financial services
Email functions and Microsoft Office
Security procedures
FIS applications relevant to the business unit sales support need
Industries our applications are typically used in
Multiple business lines supported
Principles
Principles and applications for financial service operations areas
Desired experience for bank operations manager includes:
Responsible for coaching and directing less experienced team members
Lead process improvement initiatives to enhance the client experience within a controlled environment
Responsible for managing all aspects of facility operations and maintenance
Responsible for setting and meeting staffing levels for each event
Work directly with tour security directors to fulfill tour security requirements
Supervise part-time staff/supervisors and third party vendors to ensure safe, efficient, and successful events
Bank Operations Manager Examples
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Bank Operations Manager Job Description
Job Description Example
Our growing company is looking for a bank operations manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for bank operations manager
- Analyze and review trading activity, and -account holdings and client profile for suitability concerns and take action as required
- Assist and coordinate internal examinations conducted by Compliance and Internal Audit
- Manage Credit Middle Office in Edinburgh in coordination with functional managers in other locations
- Drive process improvements and efficiencies
- Manage assigned third party vendor relationships in accordance with the Bank’s Third Party Risk Management Program the FCRA, FACTA, and GLBA, including routine vendor due diligence, risk assessment, and contract review/renewal/termination
- Define and deliver strategic project initiatives in coordination with the Operations management team
- Define business needs for Operations (BO / MO) applications, definition of requirements and specifications
- Drive initiatives to ensure results are delivered on-schedule, on-scope and on-budget
- Training of users on new applications / processes, change management
- Assessment of process and infrastructure requirements to support new products
Qualifications for bank operations manager
- Support the Network Client Consulting (NCC), Network Service Management (NSM) and Industry Issues teams in responding to regulatory requirements and clients enquiries including investor documentation requirements, market developments, market infrastructure reviews and market issues
- Support global Network projects which require individual market input (Capacity, Efficiency Initiatives, New Processes, New Products, New Legal Entities)
- Detailed knowledge of securities markets, businesses and products
- Market infrastructures including CSD, Exchange, Central Bank, CCP and regulatory bodies
- Knowledge of securities regulations as it relates to overseas custodians (ERISA, 1940 Act-Rule 17f5, 17f-7, FCA, CASS, AIFMD, FATCA)
- Strong risk management, compliance and controls skills both operationally and market focused
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Bank Operations Manager Job Description
Job Description Example
Our company is looking to fill the role of bank operations manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for bank operations manager
- Providing oversight and direction to ensure your staff is meeting service levels/deadlines
- Working closely with senior management and direct reports to develop/implement objective and measureable productivity and quality standards for your staff/processes
- Manages a team responsible for the daily operational functions within Bank Operations Cash Services
- Conducting service reviews and hosting sub-custodian / correspondent bank visits
- Due diligence on sub-custodian/ correspondent banks for RFPs, transitions & market openings
- Ensuring RFI/RFP/SLA MIS requirements are supported without impacting delivery.(These critical documents ensure the correct agent service provider is selected and performs as expected)
- Supporting management of agent bank transitions and the Global Nostro Cycle Change process
- Is responsible to foster relationships to provide awareness of channel and customer needs with key organizations outside of the Operations, Underwriting and Sales channels including but not limited to
- Solves complex, multi-faceted problems facing day-to-day operations
- Manage and coach Recruiters to ensure risk/controls are managed tightly
Qualifications for bank operations manager
- A self motivator who works well with an integrated global team
- Experience within a banking, investment or financial services environment, with a deep knowledge of operational processes/products
- Advanced MS access and excel with macros knowledge
- Management of a portfolio of FMI memberships and Agent Bank relationships, managing the external interfaces with the relevant people and functions within the FMIs and Agent Banks up to senior levels both for escalation and strategic discussions, and also with the local regulators, where required
- Negotiation of contractual arrangements and fee schedules, where applicable, and manage JPM spend with FMIs and Agent Banks
- Conduct sub-custodians and FMIs due diligence visits in country (therefore business travel to your markets of responsibility will be required on a periodic basis), address TPO requirements with the support of the Core Delivery team, Legal, Market Infrastructure Risk, Third Party Risk Management and CIB Resiliency teams
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Bank Operations Manager Job Description
Job Description Example
Our company is hiring for a bank operations manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for bank operations manager
- Leverage and share best practices in the industry competitive landscapes
- Responsible for directing and coordinating bank-wide standardization and uniformity of deposit products to include product knowledge
- Conducts testing, validation and implementation of Jack Henry and other programs/systems as necessary/required
- Identify and effectively resolve problems
- Facilitate project work, including analysis, writing requirements, and developing and executing test plans
- Design and develop reports using Business Intelligence to support the operations department in meeting operations and strategic reporting requirements
- Identify process improvement/efficiencies and assist in the implementation of these ideas
- Engage in daily bank loan activity and security maintenance
- Rollover maturing contracts, set new rates, book principal paydowns, borrowings, settle trades, and prepare wires
- Potentially manage Total Return Swap Facilities and process monthly and quarterly Resets
Qualifications for bank operations manager
- Requires outstanding communication skills
- Create materials for program charters, governance models, Workstream structures, key dependencies, RAID logs
- Coordinate user training on new applications, technologies, and PMO tools such as Sharepoint
- Strong knowledge of federal and state regulatory policies and procedures
- Must be able multi-task and juggle escalated issues and provide resolutions
- Must be a strong change agent Identify risk gaps and create new process and procedure controls to remediate
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Bank Operations Manager Job Description
Job Description Example
Our company is looking to fill the role of bank operations manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for bank operations manager
- Research and analyze hedge fund P&L, pricing and trading discrepancies
- Analyze reconciliations of bank loan positions, TRS Facilities, and cash with external and internal sources
- Identify and investigate interest, position and cash breaks
- Interact effectively with team members, Cash Operations, Accounting, Valuations and P&L, trade processing, and other supporting department(s) to resolve issues pertaining to bank loans
- Actively work with multiple departments across the firm to drive results and deliverables
- Generate and deliver accurate daily P&L reports for hedge funds
- Develop organizational purpose and mission statements
- Facilitate working sessions with key leaders and executive management on regular ongoing basis
- Translate executive management concepts and organizational data into presentations
- Design and build presentations for management, and agencies
Qualifications for bank operations manager
- Must be able to communicate, motivate and foster a high- performance work environment
- Must have excellent training/mentoring skills
- Knowledge of Cash products and appreciation of the Treasury Service business environment
- Potential for occasional overseas travel to represent the firm at meetings with sub-custodians and cash correspondents
- Full industry knowledge of customer satisfaction drivers
- Quick adaptability in the use of various software applications
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Bank Operations Manager Job Description
Job Description Example
Our growing company is looking for a bank operations manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for bank operations manager
- Document current goals of the organization and how it affects the larger picture of the overall structure of the corporation
- Support the implementation of project and initiatives that may affect various lines of business through- out the organization
- Handle overall communication development and dissemination
- Review Bank-wide procedures and policies for the Division Division desktop procedures
- Prepare and give performance feedback
- Translates department goals and objectives into team and individual tasks/assignments that support and align with the company's initiatives, with an emphasis on customer focus
- Collaborates with teams to prioritize enhancements to applicable systems and platforms
- Develop plans and strategies to improve the flow of loans through the processing order within applicable systems/platforms
- Communicates visual examples of changes and expectations for Operations to frontline leaders and bankers internal Operations team members
- Provides ongoing training sessions for bankers and support teams
Qualifications for bank operations manager
- Manages, develops and grows a team of real estate specialists and analysts, professionals responsible for relationship management, transaction administration, surplus property portfolio management and retail and corporate renewal transactions for the company’s North American Real Estate Portfolio
- Provides training, annual reviews, development plans and succession planning
- Builds strategic relationships internally and externally to optimize business outcomes and to meet the long range needs of the organization
- Directs and implements department policies and procedures
- Develops yearly goals and objectives in alignment with the goals and objectives of the business
- Collaborates with real estate partners to create standardized best practices and guidelines and policies to maximize efficiency and reduce liability exposure