Branch Operations Specialist or Branch Operations Officer

Poppy Bank-posted 2 days ago
$25 - $39/Yr
Full-time • Mid Level
Santa Barbara, CA
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This posting is a recruitment for either a Branch Operations Specialist or a Branch Operations Officer, depending upon experience and qualifications. Details of each position are noted below. Summary for Both Positions: Provides personalized banking services to financial institution clients by performing the following duties. This position requires strong knowledge of Banking Operations and is expected to provide leadership, training, and support to staff members. Has an extensive understanding of banking products and services and supports the Branch Manager in promoting Branch growth. Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.

  • Schedules branch staff to ensure appropriate branch coverage
  • Works with staff to ensure a positive customer experience
  • Keeps current with operational standards and procedures, performs and reviews all branch documentation ensuring adherence to policies and procedures
  • Ensures Branch Certification package is accurate and complete
  • Maintains branch security by coaching and training staff in security procedures.
  • Ensures controls are maintained over items such as keys, combinations, security signals and cash limits
  • Informs and advises clients of resolution on account disputes and other account activity
  • Handles all daily operational duties and reports such as file maintenance, overdraft reports and other operational duties
  • Reviews reports for the branch and approves or declines exceptions within established limits in the Transaction Approval Authority matrix
  • Performs teller duties, opens new accounts, and performs callback of new accounts and file maintenance
  • Reviews new account openings for adherence to published procedures and regulatory requirements
  • Answer phones and handles escalated customer service concerns
  • Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
  • Other duties as assigned
  • Actively leads team in implementation of sales programs to generate targeted branch deposit growth
  • Evaluates needs of potential clients and offers appropriate financial products and services
  • Works closely with Branch Manager on business customer prospecting / business development, including outside calling
  • Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business
  • Generates new business to assist in meeting established profitability goals
  • Assists with promotional activities as needed
  • Provide ongoing operational guidance, training, and development of staff
  • Recognizes staff for exceptional customer service, sales, and operations
  • Actively engages staff to cultivate and encourage professional development
  • Works with Branch Manager to set team goals and assist with promotional activities
  • Actively listens to clients and maintains a friendly, positive, professional attitude
  • Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility
  • Partners with Branch Manager in customer retention activities
  • Expected to manage up to 2 branch employees
  • Provide ongoing operational guidance, training and development to Client Service Representatives and/or New Account staff
  • Responsible for regularly assessing Client Service Representatives and/or New Account Representative performance
  • Supports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual Evaluations
  • Actively assist in managing employee schedules and confirming accurate timecards
  • Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
  • Processes NSF Exception Items and prints, and files related supporting documents by established cutoff time
  • Approves transactions for teller staff up to assigned limit
  • Provides supervisor override for transactions requiring supervisor review
  • Supports Branch Manager with various assigned duties
  • Supports in client situations in the absence of the Branch Manager
  • Expected to manage up to 5 branch employees
  • Manage employee schedules and confirm accurate timecards
  • Approves large transactions for teller staff up to assigned limit
  • Manages all client matters in the absence of the Branch Manager
  • Minimum of 5 years banking experience
  • Minimum of 2 year’s supervisory experience
  • Minimum 2 years of operations experience
  • Must be proficient using Word, Excel and Outlook applications and banking programs
  • Notary Public preferred
  • Minimum of 8 years banking experience
  • Minimum of 4 years supervisory experience
  • Minimum 4 years of operations experience
  • Notary Public preferred
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