Branch Operations Manager
About The Position
The Branch Operations Manager is responsible for overseeing the daily operations of a small, two-person cashless branch, ensuring efficient operations, regulatory compliance, and a consistently high-quality client experience. This role serves as the primary on-site operational leader, supervising branch staff and managing internal controls, procedures, and service delivery. The Operations Manager partners with a remotely based sales manager to support branch performance and client growth while maintaining accountability for operational effectiveness and risk management. This position acts as the escalation point for operational issues and client concerns and collaborates with internal partners, including Compliance, Risk, and IT, to ensure adherence to policies, regulatory requirements, and best practices. This role requires strong leadership, attention to detail, sound judgment, and a commitment to fostering a culture of integrity, accountability, and client service excellence.
Requirements
- 2 years of experience in banking or financial services operations.
- 1 year of experience with direct staff supervision (e.g., scheduling, task assignment, performance feedback).
- Experience overseeing daily branch or department operations, including transactional accuracy and workflow execution.
- Experience working under regulated financial services requirements, including compliance with internal controls and applicable laws (e.g., BSA, consumer protection).
- Experience completing or supporting operational audits, reviews, or compliance reporting.
- Experience using banking systems and internal documentation tools to complete operational reporting and recordkeeping.
Nice To Haves
- Experience managing or supporting operations in a retail bank branch environment.
- Experience serving as an escalation point for operational issues or client concerns.
- Experience partnering with remote or matrixed managers (e.g., sales or functional leaders).
- Experience supporting client service resolution within a financial institution.
- Experience collaborating with internal partners such as Compliance, Risk, Audit, or IT.
- Familiarity with branch performance metrics or operational reporting tools.
Responsibilities
- Oversee daily branch operations to ensure efficiency, accuracy, and adherence to bank policies, procedures, and internal controls.
- Monitor operational workflows and documentation to ensure compliance with regulatory and audit requirements.
- Identify process improvement opportunities to enhance service delivery and operational effectiveness.
- Serve as the primary escalation point for operational issues, procedural exceptions, and risk-related concerns.
- Directly supervise assigned branch staff, including scheduling, workflow coordination, and task delegation.
- Provide ongoing coaching, performance feedback, and support professional development.
- Ensure staff are trained and informed on policies, procedures, system updates, and regulatory changes.
- Promote a culture of accountability, collaboration, and service excellence.
- Ensure a consistent, high-quality client experience across all branch interactions.
- Address and resolve client inquiries, concerns, and complaints in a timely and professional manner.
- Support staff in identifying client needs and delivering appropriate banking solutions.
- Partner with a remotely based sales manager to support branch performance and alignment with sales strategies.
- Support branch-level sales activities while maintaining primary accountability for operational execution.
- Facilitate communication and coordination between branch staff and sales leadership.
- Ensure compliance with all applicable banking laws, regulations, and internal policies, including BSA and consumer protection requirements.
- Complete required reporting and documentation accurately and on time.
- Collaborate with Compliance, Risk, IT, and other internal partners to address issues and implement best practices.
- Complete all assigned mandatory compliance training on time.
Benefits
- Medical / Dental / Vision / Basic Life / STD / LTD
- Vacation Days: 2-4 weeks depending on role
- Sick Days: 12 days per year
- Holidays: 11 days per year
- 401(K) / ROTH / FSA / HSA / EAP
- Education and Adoption Assistance
- Bank-Wide Annual Discretionary Bonus Program
- Production-based incentive program available for some roles.
- Paid Volunteer Time: 4 days per year / annual match of qualifying employee donations
- Paid Sabbatical Program after 5 years of service
- Pet Benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
