**Essential Duties and Responsibilities** + Performs supervisory activities, including identifying performance problems and seeking guidance for remedial action; reviewing performance; and participating in interviewing and selecting staff. + Plans, assigns, monitors, reviews, evaluates and leads the work of associates operating in lower risk areas of the firm. + Coaches and mentorsdirect reports, identifies training needs and recommends development programs. + Assists in preparing and presenting operational budgets for a single functional area. + Assists in gathering review and audit items. + Assists in responding to Internal Audit. + Interprets and applies organizational policies and procedures. + Lead in the development of branch and deposit operations processes and procedures. + Participates in establishing objectives and developing processes and procedures to ensure efficient and timely work flow. + Performs periodic reporting on work progress, project completions and additional ad-hoc reporting as needed. + Ensures effective coordination occurs within assigned work group and with other work groups. + Performs other duties and responsibilities as assigned. **Knowledge of** + Comprehensive command of principles, practices, and regulations of assigned functional area. + Investment concepts, practices and procedures used in the securities industry. + Principles of banking and finance and securities industry operations. + Financial markets and products. **Skill in** + Preparing operational budgets. + Interpreting and applying policies and procedures. + Interpreting and applying banking regulations + Establishing operational objectives. + Implementing processes and procedures for efficient and timely work flow. + Preparing management reports. + Promoting effective coordination between work groups. + Operating standard office equipment and using required software applications. **Ability to** + Plan, assign, monitor, review, evaluate and supervise the work of others. + Coach and mentor others. + Identify training needs and develop subordinates. + Balance conflicting resource and priority demands. + Maintain currency in assigned area of responsibility. + Partner with other functional areas to accomplish objectives. + Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed. + Incorporate needs, wants and goals from different business unit perspectives into operational processes. + Read, interpret, analyze and apply information from job-related publications. + Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes. + Interpret and apply policies. + Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. + Communicate effectively, both orally and in writing. + Work independently as well as collaboratively within a team environment. + Lead others in providing a high level of customer service + Establish and maintain effective working relationships at all levels of the organization.