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Branch Operations Specialist

Dana Point, CA | Full Time
Just Posted

Job Description

Overview

As a Branch Operations Specialist you will represent our bank to the community and make our customers feel welcome.  We are looking for seasoned branch operations candidates who are dependable, self-motivated and work well in a team environment.  In this position, you will assist clients by providing a superior level of service with their financial transactions.  You will need to be highly organized and detail oriented, with strong multitasking, problem-solving and follow-up skills.

Responsibilities

RESPONSIBILITIES:

• Assist the Branch Operations Manager with teller supervision • Approve customer and bank transactions within established limits • Daily reports • Ensure banking policies and procedures are being followed by staff • Perform branch certifications and audits • NSF/deficit balance processing • Branch security, ensure branch cash limit is maintained • EIM’s and non-post • Notary • New Accounts • Process wires • Respond to emails from Operations regarding large items, teller corrections, etc. • Identify customer needs and refer financial products and services • Perform other duties as assigned

Qualifications

POSITION REQUIREMENTS:

• Minimum of two to three years experience working in a commercial Bank • Must be knowledgeable in all areas of operations including Teller, New Accounts, and Customer Service • Be a team player as well as an effective team leader • Knowledge of Word and Excel preferred • Excellent written and verbal skills required • Superior customer service skills • Detail-orientated and precise in fast-paced environment

 

PWB is an EEO/AA/Disability/Vets Employer