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Operations Coordinator - Retirement Services
TCF Bank
Plymouth, MN, United States
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TCF is looking for an Operations Coordinator within our Retirement Services Department.
This position is located at our Corporate Center in Plymouth, MN.
The Operations Coordinator – Retirement Services assists with work direction and training of Corporate Operations staff. Monitors daily assigned workflow to ensure the department remains timely with customer service level expectations, and may reallocate workflow in response to the department’s conditions. Develops and implements special projects requested by the Supervisors/Managers. This role will back up Supervisor in absence.
Major Areas of Accountability
• Provides work direction for staff in conjunction with supervisor of area. Prioritizes work to be processed in order of importance as needed. Ensures that work is completed in a timely manner to meet prescribed deadlines and exceeds expected standards of customer service and satisfaction. Distributes workload equitably, to make effective use of processors’ available time, skills, and abilities.
• Assists other staff as necessary to keep department responsibilities current and meet deadlines. Notifies supervisor if work is not current or if deadlines are not met.
• Department trainer for new employees and cross-trains employees on department procedures and TCF systems.
• Assists supervisor of department with establishing and updating policies and procedures. Recommends policy/procedure changes to supervisor.
• Provides project assistance to supervisor/manager in development and implementation of new procedures/products/systems.
• Compiles statistics for monthly management and production reports. Assures that departmental statistics are accurately completed by a predetermined date each month. In the absence of the supervisor, prepare monthly volume reports, general ledger reconcilements, graphs, FTE reports standard and budget variances
• Monitors employee’s work/skills to provide feedback to employee and supervisor for performance reviews.
• Review IRA documentation for completeness and accuracy
• Review the work of Retirement Services Processors to ensure that department output is consistent with customer’s needs and IRS rules
Minimum Qualifications
• High school degree with 2 years post high school education or equivalent work experience
• 18+ months combined experience as an Operations Specialist I, II and/or III or 2+ years comparable experience
• Knowledge of accounting /bookkeeping practices
• Demonstrated potential to lead others; good organizational skills, ability to effectively assess priorities
• Ability to communicate effectively verbally and in writing, with various levels of management and employees.
• Ability to work independently, with limited direction from supervisor
• Ability to read, analyze, and interpret procedures and regulations
• Ability to write reports, business correspondence, and procedure manuals
• Ability to present information and respond to questions from groups of managers, clients, customers and general public
• Ability to calculate figures amounts such as discounts, interest, percentages, etc.
• Ability to define problems, collect data, establish facts, and draw valid conclusions
• Proficient with PC (Excel/Word or other applicable software)
Preferred Qualifications
• Four year college degree with emphasis in management or accounting
• 2-3 years TCF Bank experience with exposure to general ledgers, policies and procedures.
• Prior work experience with IRA-related matters and processing
Supervisory Responsibilities
• Lead responsibilities over designated employees
Build your career with TCF
You have room to grow at TCF. We promote from within whenever possible. You can expand your career in the financial services industry through our network of operations: retail and commercial banking, inventory and equipment financing, and corporate services.
Established in 1923, TCF has maintained a strong foundation. TCF has over 340 branches in Minnesota, Illinois, Michigan, Colorado, Wisconsin, Indiana, Arizona and South Dakota, providing retail and commercial banking services. TCF also conducts commercial leasing, indirect auto finance, and equipment finance business in all 50 states, and commercial inventory finance business in all 50 states and Canada.
Build a better community with TCF
We are helping make life better in the communities we serve, and we encourage our team members to do so as well. We offer free financial education for teens and adults. Our foundation contributes more than $3 million annually, with preference for organizations where our team members volunteer. We match team members’ contributions to qualified organizations and we match volunteers with organizations that need the time and talents our team members can provide.
Our Benefits
TCF encourages open employee communications and promotes from within whenever possible. We offer competitive pay, a comprehensive benefits plan, and opportunities for career advancement. For more details on our benefits, click on the Employee Benefits link on our career page.
We’re proud to be an equal opportunity employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, or other status protected by applicable law. TCF is proud to be an affirmative action/equal opportunity employer. Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.