Ixonia Bank · 5 hours ago
AVP / VP Deposit Quality Control & Operations
Ixonia, Wisconsin, United States
Full-time
Onsite
Senior LevelIxonia Bank is dedicated to providing a personal banking experience through its core values and commitment to customer service. The role involves overseeing deposit quality control and operations, ensuring compliance with regulations, and training staff on account procedures.
BankingFinancial ServicesWealth Management
Responsibilities
Provide new account training to existing and new bankers to ensure consistency and efficiency
Uniform Procedure Implementation: ensure all branches maintain the same operational procedures, maintaining consistency across the network
Review new accounts (digital/branch) for completeness, accuracy, and proper documentation. Identify and report errors and incomplete documentation to both the Director of Compliance and the Director of Talent Development, monthly. Utilize the identified errors and incomplete documentation as individual or group training, as applicable
Maintains knowledge and compliance with federal, state, and local deposit laws and regulations. Recommends best practices; reviews policies and procedures to maintain compliance
Maintains detailed knowledge of bank policies and procedures as they relate to Retail Operations
Serve as subject matter expert on FIS Deposit Origination, Teller, Online Account Opening, TruStage, and Image Center software. Work with FIS to update specifications and implement enhancements as needed
Coordinate with Compliance/BSA staff on optimal use of Abrigo BAM+ software during account opening
Create and maintain new procedure materials and provide updates to existing procedures as needed for the purpose of streamlining
Identify, document and report errors in account setup, file maintenance, or teller balancing, providing actionable feedback & remedial training to retail branch employees
Identify potential issues in daily operational tasks and escalate concerns, as appropriate
Serve as branch coverage as needed
Minimum 8 hour shift spent at each IB location, every 6 months
Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions
Perform other duties and responsibilities as requested or required
Qualification
Required
Provide new account training to existing and new bankers to ensure consistency and efficiency
Uniform Procedure Implementation: ensure all branches maintain the same operational procedures, maintaining consistency across the network
Review new accounts (digital/branch) for completeness, accuracy, and proper documentation. Identify and report errors and incomplete documentation to both the Director of Compliance and the Director of Talent Development, monthly. Utilize the identified errors and incomplete documentation as individual or group training, as applicable
Maintains knowledge and compliance with federal, state, and local deposit laws and regulations. Recommends best practices; reviews policies and procedures to maintain compliance
Maintains detailed knowledge of bank policies and procedures as they relate to Retail Operations
Serve as subject matter expert on FIS Deposit Origination, Teller, Online Account Opening, TruStage, and Image Center software. Work with FIS to update specifications and implement enhancements as needed
Coordinate with Compliance/BSA staff on optimal use of Abrigo BAM+ software during account opening
Create and maintain new procedure materials and provide updates to existing procedures as needed for the purpose of streamlining
Identify, document and report errors in account setup, file maintenance, or teller balancing, providing actionable feedback & remedial training to retail branch employees
Identify potential issues in daily operational tasks and escalate concerns, as appropriate
Serve as branch coverage as needed
Minimum 8 hour shift spent at each IB location, every 6 months
Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions
Perform other duties and responsibilities as requested or required
Employee must be able and willing to travel between branches regularly. Mileage reimbursement will be provided
Problem Solving: Ability to handle complex issues and provide solutions skillfully
Attention to Detail: Crucial for accuracy in processing and compliance
Interpersonal Skills: The individual maintains confidentiality, remains open to others' ideas, and exhibits willingness to try new things
Oral Communication: The individual speaks clearly in positive or negative situations, demonstrates group presentation skills, and conducts meetings
Written Communication: The individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information
Time Management: The individual prioritizes and plans work activities, uses time efficiently and develops realistic action plans. Has a strong ability to meet deadlines, detailed-oriented, highly organized and exhibits persistence and diligence in bringing projects to closure
Quality Control: The individual demonstrates accuracy and thoroughness and monitors own work to ensure quality
Adaptability: The individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events
Dependability: The individual is consistently at work and on time, self-motivated, follows instructions, responds to management direction, and solicits feedback to improve performance. Independent thinker with the ability to exercise sound judgment
Safety and Security: The individual actively promotes and personally observes safety and security procedures. Maintains confidentiality in all aspects of work
Strong Microsoft Office skills
Experience in banking is highly desirable; understanding of deposit accounts, banking regulations, and banking products
Knowledge of FIS System preferred
General knowledge of the of regulatory compliance requirements
Preferred
Knowledge of FIS System preferred
Benefits
Mileage reimbursement will be provided.
Company
Ixonia Bank
Ixonia Bank is a bank specializing in personal checking, savings, and loan services.
Founded in 1917
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Gregory Larson
Chief Executive Officer
Recent News
BizTimes - Milwaukee Business News
2025-03-18
Company data provided by crunchbase