Branch Operations Specialist or Officer

2 Months ago • 2-8 Years • Operations

Job Summary

Job Description

This position involves providing personalized banking services to clients, requiring strong knowledge of banking operations and leadership skills. Responsibilities include ensuring compliance with bank policies and regulations, managing staff schedules, and handling daily operational duties. The role involves reviewing reports, handling customer service concerns, and potentially leading sales initiatives. The candidate will also be responsible for training and development of staff, as well as addressing performance management situations and client matters. This role demands proactive engagement with staff and clients to cultivate professional development and resolve complex situations while maintaining financial responsibility.
Must have:
  • Strong knowledge of Banking Operations
  • Ensure compliance with bank policies and procedures
  • Maintain branch security and staff training
  • Handle daily operational duties and reports
  • Proficient with Word, Excel, Outlook, and banking programs
Good to have:
  • Notary Public preferred

Job Details


This posting is a recruitment for either a Branch Operations Specialist or a Branch Operations Officer, depending upon experience and qualifications. Details of each position are noted below.

 

Summary for Both Positions:

 

Provides personalized banking services to financial institution clients by performing the following duties. This position requires strong knowledge of Banking Operations and is expected to provide leadership, training, and support to staff members. Has an extensive understanding of banking products and services and supports the Branch Manager in promoting Branch growth.

 

Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.

 

Essential Duties and Responsibilities for Both Positions Include the Following:
  • Schedules branch staff to ensure appropriate branch coverage
  • Works with staff to ensure a positive customer experience
  • Keeps current with operational standards and procedures, performs and reviews all branch documentation ensuring adherence to policies and procedures
  • Ensures Branch Certification package is accurate and complete
  • Maintains branch security by coaching and training staff in security procedures. Ensures controls are maintained over items such as keys, combinations, security signals and cash limits
  • Informs and advises clients of resolution on account disputes and other account activity
  • Handles all daily operational duties and reports such as file maintenance, overdraft reports and other operational duties
  • Reviews reports for the branch and approves or declines exceptions within established limits in the Transaction Approval Authority matrix
  • Performs teller duties, opens new accounts, and performs callback of new accounts and file maintenance
  • Reviews new account openings for adherence to published procedures and regulatory requirements
  • Answer phones and handles escalated customer service concerns
  • Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
  • Other duties as assigned

Branch Operations Officer Sales Responsibilities:
  • Actively leads team in implementation of sales programs to generate targeted branch deposit growth
  • Evaluates needs of potential clients and offers appropriate financial products and services
  • Works closely with Branch Manager on business customer prospecting / business development, including outside calling
  • Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business
  • Generates new business to assist in meeting established profitability goals
  • Assists with promotional activities as needed

Branch Operations Specialist Leadership/Service:
  • Provide ongoing operational guidance, training, and development of staff
  • Recognizes staff for exceptional customer service, sales, and operations
  • Actively engages staff to cultivate and encourage professional development
  • Works with Branch Manager to set team goals and assist with promotional activities
  • Actively listens to clients and maintains a friendly, positive, professional attitude
  • Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility
  • Partners with Branch Manager in customer retention activities
  • Evaluates needs of potential clients and offers appropriate financial products and services

Branch Operations Officer Leadership/Service:
  • Provide ongoing operational guidance, training, and development of staff
  • Recognizes staff for exceptional customer service, sales, and operations
  • Actively engages staff to cultivate and encourage professional development
  • Works with Branch Manager to set team goals and motivates staff to success
  • Actively listens to clients and maintains a friendly, positive, professional attitude
  • Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility
  • Partners with Branch Manager in customer retention activities

Branch Operations Specialist Supervisory Responsibilities:
  • Expected to manage up to 2 branch employees
  • Provide ongoing operational guidance, training and development to Client Service Representatives and/or New Account staff
  • Responsible for regularly assessing Client Service Representatives and/or New Account Representative performance
  • Supports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual Evaluations
  • Actively assist in managing employee schedules and confirming accurate timecards
  • Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
  • Processes NSF Exception Items and prints, and files related supporting documents by established cutoff time
  • Approves transactions for teller staff up to assigned limit
  • Provides supervisor override for transactions requiring supervisor review
  • Supports Branch Manager with various assigned duties
  • Supports in client situations in the absence of the Branch Manager

Branch Operations Officer Supervisory Responsibilities:
  • Expected to manage up to 5 branch employees
  • Provide ongoing operational guidance, training, and development to Client Service Representatives and/or New Account staff
  • Responsible for regularly assessing Client Service Representatives and/or New Account Representative performance
  • Supports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual Evaluations
  • Manage employee schedules and confirm accurate timecards
  • Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
  • Processes NSF Exception Items and prints, and files related supporting documents by established cutoff time
  • Approves large transactions for teller staff up to assigned limit
  • Provides supervisor override for transactions requiring supervisor review
  • Supports Branch Manager or his/her back up with various assigned duties
  • Manages all client matters in the absence of the Branch Manager

Branch Operations Specialist Qualifications:
  • Minimum of 5 years banking experience
  • Minimum of 2 year’s supervisory experience
  • Minimum 2 years of operations experience
  • Must be proficient using Word, Excel and Outlook applications and banking programs
  • Notary Public preferred

Branch Operations Officer Qualifications:
  • Minimum of 8 years banking experience
  • Minimum of 4 years supervisory experience
  • Minimum 4 years of operations experience
  • Must be proficient using Word, Excel and Outlook applications and banking programs
  • Notary Public preferred
Kavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Kavaliro is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Kavaliro will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please respond to this posting to connect with a company representative.

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About The Company

We ve been in the staffing business for over 10 years because we receive great satisfaction helping both companies and job candidates find their perfect match. Meet our team Life at Kavaliro We take culture seriously and believe true strength comes from a collaborative and open-minded environment where everyone is supported and empowered to succeed. Learn more Careers at Kavaliro If you want to always have your finger on the pulse of the latest and newest trends in staffing and recruiting, join the Kavaliro team! See internal opportunities Career Advice We offer guidance on resume revisions, clarifying your career objectives, and other advice to help you land your dream job. Visit our blog

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