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Job Snapshot
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Employee Type:
Full-Time -
Location:
Memphis, TN -
Experience:
Not Specified -
Date Posted:
12/17/2024
Job Description
Job Summary
Job Summary
Provides direction, leadership, and support for wire and ACH processing in Treasury. Implements business plans and ensures team follows all policies and procedures. May be accountable for various projects to improve efficiency, drive productivity and quality within their area. Individuals at this level should have a broad understanding of the different areas of Treasury. Contact required with internal and external customers to identify, research, analyze and resolve issues. Monitors productivity and service levels using the various reports available. Strong people leader to provide coaching, development, and performance management.
Essential Duties and Responsibilities
Essential Duties and Responsibilities
%26middot; Partners with cross site peers and managers to establish performance goals for department; collaborates with and directs associates to meet or exceed these goals
%26middot; Acts as an information source for associates and ensures training and development occurs
%26middot; Plans, assigns, monitors, reviews, evaluates, and leads the work of associates
%26middot; Oversees team morale and plans for appropriate team building activities, rewards, and recognition
%26middot; Handles performance management including career development and progressive discipline of direct reports
%26middot; Interviews and hires associates who possess the core competencies of the position to strengthen the department and mitigate turnover
%26middot; Works in cooperation with peers on establishing objectives and developing processes and procedures to ensure efficient and timely workflow with special regards to service delivery, compliance, and risk factors for the firm.
%26middot; Establishes internal or external partnership opportunities, through analysis of business needs and relationships that may enhance success
%26middot; Create and/or maintain appropriate documentation and departmental tools (job procedures, job aids, forms, training material, etc.)
%26middot; Facilitates the implementation and acceptance of organizational change; addresses resistance to change and helps individuals adapt
%26middot; Takes decisive action when necessary and conveys a sense of urgency to deliver results
%26middot; Interprets and applies organizational policies and procedures
%26middot; Effectively collaborates with other supervisors in the same or different functional groups to accomplish assigned goals and process/policy changes; oftentimes this collaboration occurs across multiple sites
%26middot; Effectively implements system changes and identifies and manages impacts to team and advisors
Job Requirements
Knowledge, Skills, and Abilities
Knowledge of
%26middot Investment concepts, practices and procedures used in the securities industry
%26middot Financial markets and products
%26middot Wire and ACH payment processing and systems
%26middot SWIFT messaging platform
Skill in
%26middot Interpreting and applying policies and procedures
%26middot Establishing operational objectives
%26middot Implementing processes and procedures for efficient and timely workflow
%26middot Promoting effective coordination between work groups
%26middot Preparing operational budgets
Ability to
%26middot Learn the concepts, principles, and practices of assigned functional area
%26middot Plan, assign, monitor, review, evaluate and supervise the work of others
%26middot Coach and mentor others
%26middot Identify training needs and develop subordinates
%26middot Balance conflicting resource and priority demands
%26middot Partner with other functional areas to accomplish objectives
%26middot Facilitate meetings to address all viewpoints, ideas, and problems
%26middot Incorporate needs, wants, and goals from different business unit perspectives into operational processes
%26middot Communicate effectively, both orally and in writing
%26middot Work independently as well as collaboratively within a team environment
%26middot Lead others in providing an elevated level of customer service
%26middot Establish and maintain effective working relationships at all levels of the organization
Educational/Previous Experience Requirements
Education/Previous Experience
%26middot Bachelor's degree in a related field or an equivalent combination of education and work experience.
%26middot Three (3) or more years%26rsquo experience in financial services / operations including one (1) year as team lead or leadership experience in a financial or service organization.
Licenses/Certifications
Licenses/Certifications
%26middot SIE required provided that an exemption or grandfathering cannot be applied.
%26middot Series 99, or ability to obtain within 120 days (as required by FINRA) may be required depending on assigned functional area. Persons holding Series 6, 7, 17, 37 or 38 or those who hold principal-level registrations: Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, and 53 would be qualified to register as an Operations Professional (Series 99) without passing the examination.
Travel
Travel Required
Travel Required: Minimal
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
