GL Department Team Lead

Job Purpose:

The General Ledger Department Team Lead will be responsible ensuring all CapStar GLs/accounts are balanced accurately and on time. They will assign GLs/accounts to teammates and oversee the department. Will be responsible for hiring new teammates, coaching, and disciplinary action as needed.

Job Responsibilities:

1.

Will oversee reconcilement of all CapStar GLs/accounts including assignment to teammates.

2.

Answer questions as teammates analyze, research and escalate discrepancies related to GL/account outages. Work with appropriate departments to troubleshoot and ensure GLs/accounts are brought back into balance timely.

3.

Escalate problems and concerns when GLs/accounts are out of balance, to upper management timely.

4.

Cross train to learn all GLs and serve as a backup for all GL recons.

5.

Make sure team meets SLAs.

6.

Performs other related duties as assigned.

7.

Attend all BSA training (at least annual) offered through the bank. More frequent and/or specific training may be required, depending on job responsibilities. Perform job responsibilities to ensure the bank's compliance with BSA/AML policies and procedures, which include detecting potential suspicious activity and reporting such activity to the BSA Officer and may include gathering and entering data into systems for monitoring and reporting.

Note: Incumbent may be asked to perform other non-essential duties as assigned.

Job Qualifications: Describe the minimum qualifications needed to complete the job responsibilities.

Education

Bachelor's degree or equivalent experience (preferred to be in accounting)

Experience

Minimum 5 years accounting or banking experience

Licenses/Certifications

N/A

Minimum qualifications:

1.

Excellent attention to detail

2.

Problem solving skills which require exercising independent judgement

3.

Understanding of privacy regulations and the ability to maintain strict client confidentiality

4.

Excellent time management skills

5.

Good organizational skills

6.

Excellent leadership and communication skills

Discretion & Independent Judgment: Answer all questions and provide multiple specific examples.

Question

Answer (If yes, give multiple examples)

Does this position have authority to formulate, affect, interpret, or implement management policies or operating practices?

No

Does this position have authority to commit the employer in matters that have significant financial impact?

No

Does this position have authority to waive or deviate from established policies and procedures without prior approval?

No

Does this position have authority to negotiate and bind the company on significant matters?

No

Is this position involved in planning long or short-term business objectives?

No

Does this position represent the company in handling complaints, arbitrating disputes or resolving grievances?

No

Does this position have authority to make an independent choice, free from immediate direction or supervision or make decisions or recommendations that may occasionally be reviewed, revised or reversed?

No