Retail Operations Specialist

Washington Trust Bank • Clyde Hill, WA

416d • $51,210 - $76,814

About The Position

The Retail Operations Specialist at Washington Trust Bank plays a crucial role in supporting the Retail Division by coordinating daily operations, documenting procedures, and ensuring compliance with internal systems. This position serves as a liaison between various departments, including Finance, IT, and HR, to enhance productivity and implement new software and procedures. The role requires a strong focus on operational efficiency, reporting, and training, while also maintaining high standards of customer service and collaboration.

Requirements

• At least 2 years of branch management or leadership experience.
• Experience with branch data reporting and Bank Intelligence systems.
• Strong customer service, communication, and interpersonal skills.
• Demonstrated organizational and analytical skills, with strategic thinking ability.
• Strong system and process analysis skills, with the ability to recognize process improvement opportunities.

Nice To Haves

• Experience in a hybrid work environment.
• Familiarity with Customer Management Systems.

Responsibilities

• Coordinate and oversee workflow within the Retail Operations to ensure accuracy and timely completion of functions.
• Support the incentive plans tracking and reporting system for the Retail Division, assisting with programming changes and testing.
• Document and communicate procedure changes to support application and systems updates.
• Perform internal pipeline audits to ensure accuracy within reporting systems.
• Administer user metrics to ensure adoption of established systems and processes.
• Participate in and coordinate projects designed to enhance productivity and implement new software and procedures.
• Act as a key liaison for employee questions regarding operational needs and system issues.
• Collaborate with training and branch support departments to develop necessary procedures for new systems and strategies.
• Maintain overall operational systems and procedures for the department, coordinating with outside departments to solve technical problems.
• Assist with Audit and Compliance support for the branch network, facilitating communication between teams and leadership.
• Provide timely and accurate business reporting to the Retail Operations Manager.

Benefits

• Hybrid work options within the Washington Trust Bank footprint.
• Competitive pay range based on experience and location.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed