Branch Support Specialist

Bank of Utah • Ogden, WA

4d • Onsite

About The Position

The Banking Support Specialist supports branch operations by leading training and development, maintaining operational policies and procedures, supporting fraud awareness and response, conducting branch audits, and providing operational project support. This role works closely with branch teams and leadership to ensure consistency, compliance, and effective risk management across all locations. In addition, the Banking Support Specialist provides on-site branch support as needed to maintain continuity of operations. Through strong operational expertise and a collaborative approach, this role helps drive operational excellence and a customer-focused culture.

Requirements

• High School diploma or equivalent required.
• Minimum of three (3) years of banking experience with a strong emphasis on branch or operational support functions.
• Demonstrated success in managing operational responsibilities and resolving complex customer inquiries in a regulated banking environment.
• Strong proficiency in using and navigating computerized banking systems and related applications.
• Excellent organizational skills with the ability to prioritize tasks, manage competing deadlines, and maintain accuracy.
• Exceptional verbal and written communication skills for professional interaction with customers, branch staff, and internal partners.
• Demonstrated ability to maintain confidentiality of sensitive customer and organizational information.
• Ability to manage stress, time pressures, and multiple priorities in a fast-paced, deadline-driven environment.
• Strong critical thinking, problem-solving, and decision-making skills.
• Professional, courteous, and customer-focused demeanor.
• Ability to collaborate effectively with colleagues to achieve operational goals and deliver a high level of service.

Responsibilities

• Support branch teams with daily operational tasks and complex customer inquiries via phone and email.
• Create, update, and maintain operational policies and procedures to ensure adherence to regulatory standards and industry best practices.
• Identify, report, and respond appropriately to potential fraud activity in accordance with established procedures.
• Conduct quarterly on-site branch audits, including review of operational controls and quarterly compliance binders.
• Provide operational support for departmental and organizational projects, ensuring timely and effective execution.
• Perform daily balancing of cash lines to ensure accuracy, accountability, and compliance.
• Process daily Non-Sufficient Funds (NSF) and overdraft activity to ensure timely and accurate resolution.
• Review and resolve daily non-posted transactions and related discrepancies.
• Review daily operational reports for accuracy, completeness, and compliance.
• Process overdraft line of credit applications and issue default notices when required.
• Prepare charge-off reports for accounts and overdraft lines of credit.
• Conduct reviews and inspections of new accounts and ongoing account maintenance activity.
• Monitor, review, and manage dormant accounts in accordance with policy and regulatory requirements.
• Facilitate the onboarding of new employees, including system access, training coordination, and operational readiness.
• Develop and coordinate training agendas for monthly branch meetings to ensure staff remain informed on operational procedures and updates.
• Serve as a roving banker by providing on-site coverage at branch locations experiencing short staffing, vacation overlaps, or operational knowledge gaps. Responsibilities include assisting with daily operations, customer service, and other tasks necessary to maintain smooth branch operations.
• Perform other duties as assigned to support operational excellence across the organization.

Benefits

• Great work-life balance, with a Monday-Friday schedule
• Competitive pay and benefits, including medical, dental and vision plans
• 401(k) plan and match up to 5 percent in our employee stock ownership program (eligibility requirements must be met)
• 12 paid bank holidays + paid time off, including paid parental leave
• Volunteer opportunities to make a difference in the communities where you work and live
• Awards and recognition to celebrate you and your colleagues for living the bank's values

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees