Branch Operations Specialist or Branch Operations Officer

Poppy Bank•Santa Rosa, CA

1d•Onsite

About The Position

This posting is a recruitment for either a Branch Operations Specialist or a Branch Operations Officer, depending upon experience and qualifications. This position will provide support to the Oakmont, Varenna, and Lodge branches. The role provides personalized banking services to financial institution clients, requiring strong knowledge of Banking Operations. The position is expected to provide leadership, training, and support to staff members, with an extensive understanding of banking products and services. The role supports the Branch Manager in promoting Branch growth and ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.

Requirements

Minimum of 5 years banking experience (Specialist)
Minimum of 2 year’s supervisory experience (Specialist)
Minimum 2 years of operations experience (Specialist)
Minimum of 8 years banking experience (Officer)
Minimum of 4 years supervisory experience (Officer)
Minimum 4 years of operations experience (Officer)
Must be proficient using Word, Excel and Outlook applications and banking programs
Notary Public preferred (Specialist)
Notary Public preferred (Officer)

Responsibilities

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 (Officer)
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 (Officer)
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 (Specialist)
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
Works with Branch Manager to set team goals and motivates staff to success (Officer)
Expected to manage up to 2 branch employees (Specialist)
Expected to manage up to 5 branch employees (Officer)
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 (Specialist)
Manage employee schedules and confirm accurate timecards (Officer)
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 (Specialist)
Approves large transactions for teller staff up to assigned limit (Officer)
Provides supervisor override for transactions requiring supervisor review
Supports Branch Manager with various assigned duties (Specialist)
Supports Branch Manager or his/her back up with various assigned duties (Officer)
Supports in client situations in the absence of the Branch Manager (Specialist)
Manages all client matters in the absence of the Branch Manager (Officer)