Operations Officer (Northshore)
About The Position
The Operations Officer performs Universal Banker duties and oversees the day-to-day operations of Universal Bankers to ensure exceptional customer service and properly implemented security measures. This role involves opening and closing the branch, preparing employee schedules, monitoring branch cash and general ledger accounts, and ensuring the daily processing of customer transactions. The Operations Officer is also responsible for maintaining internal controls, ensuring compliance with regulatory requirements, and safeguarding confidential information. If an on-site ATM is present, they ensure its proper functioning and balancing. They also manage branch facility maintenance and serve as the security officer, conducting security meetings and ensuring employee knowledge of security procedures. Additionally, this role involves mentoring Universal Bankers, assisting with performance management, and assuming Branch Manager duties in their absence. Additional duties are defined in the Universal Banker job description and special projects as assigned.
Requirements
- High School diploma or equivalent
- 2-5 years of consumer banking experience
- Platform and/or teller supervision experience
- Cash handling experience
- Knowledge of Regulatory and Compliance Laws
- Ability to maintain confidentiality
- Excellent customer service skills
- Excellent written/oral communication skills
- Understanding of sales management processes and the importance of profiling and cross-selling
- Ability to multi-task
- Ability to problem solve
- Ability to mentor
- Ability to delegate
- Ability to work independently or as a team
- Skilled in applicable software applications
- Skilled in office equipment
- Excellent attention to detail
- Ability to use Intranet/Internet to research and execute
Responsibilities
- Opens/closes branch daily
- Prepares employee schedules and workflows
- Monitors branch cash general ledger accounts and recap sheet to ensure balance within stated cash limit
- Monitors branch proof adjustment general ledger suspense account and clears entries
- Ensures daily processing of customer transactions and branch capture, including mail deposits and night depository transactions
- Ensures proper internal controls and compliance with all bank regulatory requirements
- Ensures branch employees properly handle confidential information, including passwords
- If the branch has an on-site ATM, ensures ATM is balanced and troubleshoot problems
- Ensures branch facilities are maintained by communicating needs with facility management
- Serves as security officer under the direction of Branch Manager by preparing and conducting monthly security meetings and ensuring all branch employees are knowledgeable of security equipment and procedures
- Serves as a mentor to Universal Bankers and works with Branch Manager to provide counseling to Universal Bankers when needed, including proper documentation and follow-up
- Works with Branch Manager to deploy resources that optimize individual/team performance
- Assumes the role of Branch Manager when he/she is unavailable
- Performs additional duties and special projects as assigned
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
