Branch Operations Specialist

Civista Bank•Plain City, OH

About The Position

The Branch Operations Specialist (BOS) ensures employees follow branch operations guidelines and that systems operate smoothly and efficiently in accordance with established policies and procedures. The role also contributes to an exceptional customer experience through knowledge of the bank’s products and services, while demonstrating Civista Bank’s mission to improve the financial lives of employees and shareholders and make a difference in the communities it serves. The BOS oversees daily operational tasks, retains operational materials, and manages audits to support operational soundness. The position serves customers by processing transactions, building relationships, assessing needs, recommending products, and referring customers to partners. It also involves developing product and service knowledge, executing customer requests accurately and promptly, supporting consumer lending activities, and communicating consistently with internal and external contacts. The specialist follows regulations and procedures to help ensure the safety and soundness of customers and the bank. The role requires ongoing learning and adaptation to procedures and systems, as well as encouraging customers to use banking technology, including mobile banking, P2P, and online banking.

Requirements

Minimum of 2 or 3 years’ experience in a branch banking environment.
Knowledge of all areas of 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.

Nice To Haves

Associate’s degree preferred.

Responsibilities

Ensure operational tasks are completed daily by all branch employees.
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, building customer trust and managing 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 support the safety and soundness of customers and the bank.
Pursue daily personal growth through active learning, adapting to procedures and systems, and refining skills.
Encourage the use of technology in everyday banking interactions and teach customers how to use mobile banking, P2P, online banking, and other technology.