Operations Assistant

Operations Assistant

 Location: Cleveland

Category: Full-time (40 hours)

Shift: Monday-Friday


The Operations Assistant is responsible for regularly supporting the AVP Deposit Operations, VP WSC Operations and VP Controller, and ensures branch operational activities run smoothly and efficiently. Promotes business for the Bank by maintaining good customer relations and referring clients to appropriate personnel for new services.


  1. Reinforces the application of superior customer service through his or her own example along with appropriate follow through with involved customers and employees.
  2. Involved in instilling and maintaining a positive sales environment through education of the Bank’s products and services, and assists the organization of the branch, coordinating available resources (e.g., staff, materials, etc.) for maximum results.
  3. Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form (RDA and RDC) along with commercial cash management operations.
  4. May perform all technical operational areas, exception processing including NSF and overdraft processing, positive pay processing, holds and stop payments, currency transaction reports, acceptance and research procedures for a variety of legal processes, ATM duties, documentation and procedures required for accounts involving the death of account holder(s), incoming and outgoing collections, preps for and handles incoming and outgoing wires, certifications, knowledge of the Federal Reserve Bank posting and entries, and balances general ledger account(s) and processes and approves related entries.
  5. Performs duties related to the operations of WISCUB Service Center.
  6. May participate in assuring quality control in regard to audits and certifications.
  7. Performs account payable duties by verifying invoices received by the bank, processing, entering and allocating to proper branch accounting for proper approval and to ensure invoices are paid timely and appropriately.
  8. Performs duties including assigning and reviewing work for accuracy and completeness, assisting others in resolving problems, approving transactions within authority levels and training others in branch operations.
  9. Assists other branch offices is resolving operational inquiries and providing staff support.
  10. Balances teller differences as it relates to general ledger accounts, maintains accurate teller balancing records, and balances branch cash totals.
  11. Performs reconcilements for the bank’s internal accounts, correspondent accounts, investment portfolio along with any additional accounts that require a dual review.
  12. Provides effective customer service and assists in resolving problems within given authority.
  13. Records, files, updates information, scans documents into the bank’s digital archive program and sorts mail or reports as required.
  14. Gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.)
  15. Responds to inquiries or refers inquiries to the appropriate department or person, and exhibits the necessary follow through with customers and/or staff involved.
  16. Assists management in implementing cost controls for branch operations and monitors expenses to ensure compliance with budget.
  17. Consistently applies superior decision making techniques pertaining to inquiries, approvals and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using these instances as learning tools for employee development.
  18. Assumes responsibility for special projects, and gathers data and prepares reports for Senior Management, audits and other personnel.
  19. Plays a positive role in the development and growth of the bank through excellent communication skills, both verbal and written, along with strong delegation skills assuring a highly cross-trained staff.
  20. Processes, solves and answers complex customer transactions, problems or inquiries.
  21. Answers telephones, answers questions and directs callers to proper Bank personnel.
  22. Assumes responsibility for various department functions in the absence of staff members or in overload situations.
  23. Treats people with respect, keeps commitments, inspires the trust of others, works ethically and with integrity, upholds organizational values, and accepts responsibility for own actions.
  24. Demonstrates knowledge of and adherence to Equal Employment Opportunity (EEO) policy, shows respect and sensitivity for cultural differences, educates others on the value of diversity, promotes working environment free of harassment of any type, and builds a diverse workforce and supports affirmative action.
  25. Assures compliance with all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules and regulations, and adheres to Bank Secrecy Act (BSA) responsibilities that are specific to the position.
  26. Completes administrative tasks correctly and on time, supports the Bank’s goals and values, and benefits the Bank through outside activities.
  27. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.

Qualifications and skills required:

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.

  • Associate’s degree from a 2 year college or university, or 3 years of related experience and/or training, or the equivalent combination of education and experience. Accounting education or background is preferred. Work related experience should consist of a branch operations and/or branch utility background.  Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
  • Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
  • Intermediate knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank’s products and services.
  • Ability to cross-sell and explain all operation products and services with confidence and authority.
  • Basic loan product knowledge.
  • Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures.
  • Excellent organizational and time management skills.
  • Basic skills in computer terminal and personal computer operation; host computer system; word processing, spreadsheet, and specialty software programs.
  • Basic typing skills to meet production needs of the position.
  • Basic math skills, ability to calculate interest, commissions, proportions, and percentages, balance accounts, add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals, locate routine mathematical errors, and compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
  • Basic verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and write reports, correspondence and procedures, speak clearly to customers and employees.
  • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
  • Ability to work with minimal supervision while performing duties.
  • Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

The above statements are intended to describe the general nature and level of work being performed by the employees assigned to the classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees so classified. Reasonable accommodations may be made if needed to enable qualified individuals with disabilities to perform the duties and responsibilities of this position.

Cleveland State Bank is an Equal Opportunity Employer


Please submit your resume to csb@clevelandstate.bank

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