Branch Operations Specialist

SoFi•Sacramento, CA

2d•$18 - $33•Onsite

About The Position

A Branch Operations Specialist provides superior quality customer service and a positive banking experience for customers. Processes teller transactions including cashing checks, receiving and processing deposits and withdrawals, making transfers, balancing teller drawer and other assistance as requested. Ensures accurate and timely processing of transactions in accordance with established teller policies and procedures. Provides guidance, assistance, and approvals for tellers as necessary regarding customer transactions and other teller matters. Assists with associates work schedules, training of new or less experienced associates, enforces teller & banker policies and procedures. Performs a variety of account maintenance duties including new account opening. Balances each day’s transactions and verifies cash totals.

Requirements

Minimum 1 year cash handling and customer service experience preferred.
High degree of accuracy with strong organizational skills; able to manage priorities and workflow.
Ability to work independently and as a team member.
Able to communicate with people at all levels and various backgrounds.
Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
Must have excellent analysis, observation and decision-making skills.
Individuals should be able to work under high pressure situations and a stressful atmosphere and should remain composed.
Must be able to work flexible hours, as scheduled and Monday through Saturday, work at any of the bank's locations, as needed.

Nice To Haves

Preferred High school diploma or general education degree (GED).

Responsibilities

Directs the day to day operations activities of the associates area including: teller balancing, ordering cash, cash vault balancing, posting deposits, withdrawals, transfers, loan payments, cashing checks, and credit card payments.
Coaches, reviews, and provides direction on daily workflows to branch tellers.
Cross-sells Bank’s services to customers by recognizing/anticipating their wants and needs and suggesting products and services to meet those wants and needs.
Processes customers transactions presented in the teller lobby, by mail, by night depository, and by all similar methods. Ensures accuracy of all transaction posting and documentation.
Reconciles and proofs daily transactions, and balances transaction totals to actual cash, checks, and other negotiable items on hand. Researches transaction documentation to locate and correct errors and out-of-balance conditions.
Performs and manages vault operations as assigned, including ordering cash, verifying cash deliveries and pick-ups, vault balancing, vault cash disbursements, processing of loose and bulk coin, night depository transactions, mail transactions, collection items, check proofing, and similar functions.
Assist in supervision of teller & banker staff to assure effective utilization of personnel.
Opens and closes teller facilities during scheduled workdays, as assigned.
Performs as Vault Teller.
Promote and maintain positive relations with all contacts, customers and potential customers.
Performs other related duties as necessary or assigned.
Complies with federal and state regulations and all established bank policies and procedures.