Job Information
Needham Bank SBC Operations and Compliance Associate in Medford, Massachusetts
Job Descriptions:
Job Summary: This full-time, in-person position will support the SBC Operations and Compliance Manager in managing the SBC portfolio and processes, perform client outreach, and coordinate with state agencies and other departments within the Bank.
ESSENTIAL DUTIES & RESPONSIBILITIES
Support the SBC Operations and Compliance Manager.
Conduct compliance-related outreach to SBC clients regarding cannabis licensing, seed to sale tracking, annual questionnaires, investigations, etc.
Coordinate with state agencies.
Coordinate with other departments: BSA, branch operations, analytics, etc.
Research compliance-related issues and regulatory updates.
Generate and analyze reports.
Review and resolve compliance system alerts.
Quality control review.
Performs other related duties as assigned.
JOB REQUIREMENTS
Exceptional communication skills. Comfortable making several client calls/day, sending numerous emails.
Ability to develop a strong rapport with clients and deliver exceptional service while efficiently obtaining information. Diligently follow up until required information has been obtained.
Ability to maintain professionalism at all times.
Self-starter, ability to work independently as well as within the team framework.
Strong attention to detail and organizational skill.
Excellent time management skills and ability to balance multiple projects.
Intellectual curiosity and desire to continue to learn and develop on a daily basis.
Working knowledge of Microsoft Office/365 applications: Outlook, Excel, Word.
Must be capable of commuting to the Medford office on a daily basis, but will likely have the option of working 1-2 days/week remotely.
Ability to adhere to Needham Bank’s Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing).
Required Experience:
EDUCATION & EXPERIENCE
Bachelor’s degree preferred
2+ years in a customer facing role required
2+ years in the banking/financial services/compliance and/or cannabis industry preferred
WORKING CONDITIONS/PHYSICAL DEMANDS
- Normal business office environment
Keyword: operations, compliance, associate
From: Needham Bank