Branch Operations Lead - Crossroads Centre - Orchard Park, NY
About The Position
The Branch Operations Lead works closely with the Branch Manager, branch employees, and other experts to oversee branch operations and ensure clients’ financial transactions are handled accurately and with care. The role supports a welcoming client experience, promotes self-service banking options, builds lasting client relationships, and helps the branch comply with policies, procedures, and regulatory requirements. The position includes assisting clients with transactions, managing lobby flow, scheduling meetings, and resolving client issues. The Lead manages cash devices such as the cash vault and ATM, reviews branch operations, communicates policy and procedure updates to the team, and supports loss control, compliance, and audits. Successful completion of the Branch Operations Lead Training Program is required before placement. Travel may be required for in-person training and meetings.
Requirements
- At least 1 year of retail banking experience.
- High school degree, GED, or foreign equivalent.
- Ability to work branch hours, including weekends and evenings.
- Adherence to policies, procedures, and regulatory banking requirements.
- Attention to detail, organization, and ability to manage multiple tasks.
- Leadership skills and operational proficiency, including transaction accuracy.
- Ability to work collaboratively and educate branch team members and partners.
- Ability to build client relationships, educate clients, and refer them to specialists when needed.
- Successful completion of the Branch Operations Lead Training Program before placement.
- Ability to travel as required for in-person training and meetings.
Nice To Haves
- At least 6 months of Associate Banker (Teller) experience.
- College degree or military equivalent.
Responsibilities
- Collaborate with the Branch Manager to create a welcoming branch atmosphere and provide an exceptional client experience.
- Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
- Communicate clearly with clients, understand and anticipate their needs, and manage their check-in to the waiting queue.
- Lead branch operations, including managing cash devices such as the cash vault and ATM.
- Resolve client issues promptly and accurately while following bank policies and procedures.
- Introduce clients to branch employees and work with the team to address specialized financial needs.
- Share self-service banking options with clients.
- Support branch operations alongside the Branch Manager, including loss control, compliance, audits, and secure branch operations.
- Review branch operations and keep the branch team informed about policies and procedures.
Benefits
- Competitive total rewards package.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
