Branch Operations Specialist or Branch Operations Officer

Poppy Bank•Los Angeles, CA

1d•$24 - $39•Onsite

About The Position

Poppy Bank is recruiting for either a Branch Operations Specialist or a Branch Operations Officer, depending on experience and qualifications. The role provides personalized banking services to clients, requires strong banking operations knowledge, and provides leadership, training, and support to staff. The employee is expected to understand banking products and services and support the Branch Manager in promoting branch growth. This position is performed in an office and requires compliance with Bank policies and procedures and applicable state and federal banking regulations. Both roles perform branch operations and customer-service duties, including staff scheduling, supporting a positive customer experience, reviewing documentation and reports, maintaining security controls, handling account disputes and operational reports, performing teller duties and opening accounts, reviewing account openings for compliance, and responding to escalated customer concerns. The position also requires at least 10 compensable CRA volunteer hours per year, typically scheduled during business hours, with mileage reimbursed. The Branch Operations Officer additionally leads sales efforts, pursues deposit growth and new business, supports business development and outside calling, maintains client relationships, and helps meet profitability goals. The Branch Operations Specialist and Officer both provide operational guidance, staff training and development, recognize staff contributions, support team goals and promotional activities, resolve difficult client situations, and partner with the Branch Manager on client retention. The supervisory scope differs by position. The Specialist is expected to manage up to two branch employees and supports the Branch Manager with staff performance, schedules, timecards, transaction approvals, reports, and client matters when the Manager is absent. The Officer is expected to manage up to five employees, manages schedules and timecards, handles larger transaction approvals, and manages client matters in the Branch Manager’s absence.

Requirements

Branch Operations Specialist: at least 5 years of banking experience.
Branch Operations Specialist: at least 2 years of supervisory experience.
Branch Operations Specialist: at least 2 years of operations experience.
Branch Operations Officer: at least 8 years of banking experience.
Branch Operations Officer: at least 4 years of supervisory experience.
Branch Operations Officer: at least 4 years of operations experience.
Proficiency with Word, Excel, Outlook, and banking programs.
Ability to multitask in a fast-paced environment.
Must be available to work Saturdays.
Work in an office setting.
Complete at least 10 CRA volunteer hours per year.

Nice To Haves

Notary Public preferred.

Responsibilities

Schedule branch staff to ensure appropriate coverage.
Work with staff to support a positive customer experience.
Maintain current knowledge of operational standards and procedures; perform and review branch documentation for adherence to policies and procedures.
Ensure the Branch Certification package is accurate and complete.
Maintain branch security by coaching and training staff and ensuring controls over keys, combinations, security signals, and cash limits.
Inform and advise clients about resolutions to account disputes and other account activity.
Handle daily operational duties and reports, including file maintenance and overdraft reports.
Review branch reports and approve or decline exceptions within established Transaction Approval Authority limits.
Perform teller duties, open new accounts, and complete callbacks of new accounts and file maintenance.
Review new account openings for adherence to published procedures and regulatory requirements.
Answer phones and handle escalated customer-service concerns.
Complete at least 10 CRA volunteer hours per year; hours are compensable and mileage is reimbursed.
For the Branch Operations Officer: lead implementation of sales programs to generate targeted branch deposit growth.
For the Branch Operations Officer: evaluate prospective clients’ needs and offer appropriate financial products and services.
For the Branch Operations Officer: work with the Branch Manager on business customer prospecting and business development, including outside calling.
For the Branch Operations Officer: service current client relationships to maintain goodwill and gain additional business; generate new business to help meet profitability goals; assist with promotional activities.
Provide ongoing operational guidance, training, and development to staff; recognize exceptional customer service, sales, and operations; and encourage professional development.
Work with the Branch Manager to set team goals and assist with promotional activities; the Officer also motivates staff to succeed.
Listen actively to clients, maintain a friendly and professional attitude, resolve difficult situations with creativity, tact, and diplomacy while maintaining fiscal responsibility, and partner with the Branch Manager on customer retention.
For the Branch Operations Specialist: manage up to two branch employees; provide guidance and development to Client Service Representatives and/or New Account staff; assess their performance; and support the Branch Manager with performance management and evaluations.
For the Branch Operations Specialist: assist with schedules and accurate timecards; process the Daily Large Transaction report and scan it to Compliance by the cutoff; process NSF Exception Items and print and file supporting documents by the cutoff.
For the Branch Operations Specialist: approve teller transactions up to the assigned limit, provide supervisor overrides when required, support assigned Branch Manager duties, and assist with client situations when the Branch Manager is absent.
For the Branch Operations Officer: manage up to five branch employees; provide guidance and development to Client Service Representatives and/or New Account staff; assess their performance; and support the Branch Manager with performance management and evaluations.
For the Branch Operations Officer: manage employee schedules and confirm accurate timecards; process the Daily Large Transaction report and scan it to Compliance by the cutoff; process NSF Exception Items and print and file supporting documents by the cutoff.
For the Branch Operations Officer: approve large teller transactions up to the assigned limit, provide supervisor overrides when required, support the Branch Manager or backup with assigned duties, and manage client matters in the Branch Manager’s absence.
Perform other duties as assigned.