Senior Operations Manager | BPRO Financial Transaction Review
Core
Managing a unit for a site, region, or product line within the bank's internal operations, focusing on validating brokerage transaction requests for accuracy and completeness to support the secure movement of client assets.
Role type
Senior Operations Manager (Financial Transaction Review)
Builds
Secure, reliable movement of client assets and funds via validated transaction processing
Domain
Banking / Wealth Management / Financial Services
Required skills
Operations management, Financial transaction review, Regulatory compliance, Budget and expense management, Staffing and capacity planning, Process improvement, Risk management, Workflow management, Performance metrics analysis, Team leadership
Preferred skills
Financial services operations experience, Budget forecasting, Process improvement initiatives, Advanced Microsoft Excel, Brokerage transactions knowledge
Technologies
Microsoft Excel
Responsibilities
Oversee end-to-end processes and ensure adherence to bank and regulatory policy for transaction reviews; Develop and analyze procedures to enhance unit activities and oversee budget management; Manage staffing levels, prioritize employee development, and align team resources to transaction volumes; Implement improvements to drive process growth and monitor transaction approvals/exceptions to improve accuracy and efficiency; Align bank priorities to employee metrics and evaluate team performance to support inclusive work environments.
Seniority
Senior, hands-on IC with team management
