Branch Operations Specialist

Civista Bank • Norwalk, OH

6d

About The Position

A Branch Operations Specialist (BOS) ensures branch employees follow operational guidelines and that systems operate smoothly and efficiently in accordance with established policies and procedures. The role also creates an exceptional customer experience by applying knowledge of the bank’s products and services. The BOS demonstrates Civista Bank’s mission to improve the financial lives of employees and shareholders and make a difference in the communities it serves.

The position description is not a complete statement of all duties and responsibilities, and management may assign or reassign duties and responsibilities at any time.

Requirements

• At least 2 or 3 years of experience in a branch banking environment.
• Knowledge of branch operations, including customer service, new accounts, and lending.
• Excellent oral, written, and presentation skills.
• Detail-oriented, with the ability to work under deadlines and frequent interruptions.
• High school diploma or equivalent required.
• Ability to read, hear, write, and communicate professionally in person and by telephone.
• Ability to concentrate on tasks under sometimes distracting work conditions.
• Ability to sit for long periods.
• Ability to travel for meetings and training.

Nice To Haves

• Associate’s degree preferred.

Responsibilities

• Ensure branch employees complete operational tasks daily.
• Retain operational materials and manage audits to ensure operational soundness.
• Create an exceptional customer experience by processing transactions, building relationships, assessing needs, recommending products, and referring customers to partners.
• Develop knowledge of products and services to fulfill customer needs and solve problems.
• Execute customer requests with speed and accuracy.
• Understand and support all aspects of consumer lending in daily and weekly activities; build customer trust and manage relationships throughout the lending process.
• Communicate consistently internally and externally to provide an outstanding customer experience.
• Adhere to regulations and follow policies and procedures to ensure the safety and soundness of customers and the bank.
• Pursue personal growth through active learning, adapting to procedures and systems, and refining skills to support the organization and team.
• Encourage and explain the use of technology in everyday banking, including mobile banking, P2P, and online banking.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED