Operations Manager I Account Transfer Manager

    • Job Tracking ID: 85444-314404
    • Job Location: Great Falls, MT
    • Job Level: Mid Career (2+ years)
    • Level of Education: BA/BS
    • Job Type: Full-Time/Regular
    • Date Updated: 12/11/2020
    • Years of Experience: Not Applicable
    • Starting Date: ASAP
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Job Description

The Operations Manager Level I works closely with department managers, supervisors and associates in a way that promotes the established company culture. The Manager Level I supervises delegated department(s) in a way that promotes continual improvement of processes, procedures, and communications, as well as, employee development. This individual will work with a focus on current industry rules and regulations. A primary function will be to implement processes and procedures that correspond to fulfilling the requirements of these rules and regulations, while also promoting efficiencies. The Manager Level I will perform delegated responsibilities under the leadership of specific Senior Operations Management.

Experience and Skills


* Bachelor’s degree in finance, accounting, related business field, or relevant work experience
* Possess the desire to learn how the area they manage interrelates with all other departments within Operations
* Possess strong leadership skills
* Possess managerial experience
* Proficient technology skills to include Microsoft Outlook, Word and Excel
* Strong organizational skills and attention to detail
* Familiar with back office accounting system a plus
* Ability to maintain confidentiality
* Strong written, verbal, analytical and presentation skills
* Ability to problem solve effectively
* Ability to work independently and also as part of a team
* Ability to prioritize and multi-task effectively
* Able to communicate effectively and provide thought leadership to the groups


* Work effectively with Senior Operations Management
* Monitor employee activities and provide guidance
* Encourage positive work environment and culture for all employees
* Manage with a risk based approach to build a client friendly experience
* Coordinate staffing, training and onboarding
* Acquire Series 99, Operations Professional License, within a determined timeframe
* Periodic travel including branch visits and vendor conferences
* Direct oversight of specified department supervisors and support staff
* Effectively utilize all other resources that are determined to be beneficial in performing managerial duties
* Other duties as assigned

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.