Role OverviewThe Wealth Center Operations Manager oversees the operational, service and compliance related activities within the Wealth Center, ensuring team members adhere to policies and procedures and support resolution of service issues to drive exceptional customer service.
What You Will Do
Manage daily operations, collaborate with Wealth Center Managers and staff, lead remediation activity, identify areas for improvement, conduct regular audits and assessments, and implement measures to safeguard customer data.
Why It Might Be a Fit
The ideal candidate will have strong verbal and written communication skills, proven leadership skills, sound judgment, and exceptional knowledge of the Wealth Center delivery system and bank policies.
Requirements
- Strong verbal and written communication skills
- Proven leadership and strong managerial, decision making, problem-solving, organizational and time management skills
- Sound judgment, keen sense of urgency, and high level of professional and personal integrity
- Exceptional knowledge of the Wealth Center delivery system, bank policies, procedures, and controls as well as products and services offered within the Wealth Center system, related operational activities and pertinent regulations
Benefits
- Competitive pay
- Benefits package
- Wellness Hub
- Volunteerism policy
- Matching gift program
- Comprehensive program of immersive Sustainability and Climate Change Initiatives
- Employee Resource Groups
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