Branch Operations Specialist

SUMMARY

The Branch Operations Specialist assists management with day-to-day operational activities within the branch, ensuring high quality customer service, and compliance with policies and procedures. Additionally, the Branch Operations Specialist plays a key role in training and developing staff, maintaining compliance with internal controls, and ensuring the physical security of the branch.

DUTIES AND RESPONSIBILITIES

ESSENTIAL DUTIES

The following tasks are fundamental to the position and necessary for its successful execution:

• Oversees front line staff adherence to branch operational procedures and ensures quality control standards are met.
• Reinforces the consistent application of superior customer service by setting a strong example.
• Assists the Branch Operations Manager and other Bank personnel in carrying out operational transactions and addressing procedures. Acts as a liaison between departments to support smooth branch operations.
• Provides guidance and feedback to employees by discussing operational issues, providing information, and resolving problems. Acts as a resource for employees in navigating operational challenges.
• Consistently applies sound decision-making techniques when handling inquiries, approvals, and requests within assigned approval limits.
• Supports training and mentoring of branch staff, ensuring employees are well versed in operational procedures, customer service standards, and compliance requirements.
• Consistently demonstrates ethical behavior, upholding the Bank’s values, and inspiring the trust of others through personal actions.
• Takes on various front line functions in the absence of staff members or in situations of high workload. This includes overseeing teller activities, deposit servicing, and maintaining the overall branch operational flow.
• Adheres to compliance with internal controls, physical security protocols, and non-loan policies and procedures. Consistently demonstrates ethical behavior, upholding the Bank’s values, and inspiring the trust of others through personal actions.

OTHER DUTIES

• Represents the Bank in community activities, supporting the institution’s goals and values through external engagement.
• Fosters a positive work environment by upholding the Bank’s values and Equal Employment Opportunity (EEO) standards.
• Assists with special projects or tasks as assigned by management.
• Adheres to internal policies and procedures while meeting deadlines.
• Adheres to time lines and accuracy benchmarks for all tasks.
• Demonstrates exceptional customer service and teamwork.
• Maintains confidentiality and uphold ethical standards.
• Participates in training and development programs as required.
• Performs other duties as assigned.

SUPERVISORY RESPONSIBILITY

In the absence of the Branch Operations Manager, the Branch Operations Specialist could be responsible for overseeing the roles within the Deposit Accounts and Teller areas.

ENVIRONMENT AND PHYSICAL REQUIREMENTS

The described work environment and physical demands reflect the conditions and requirements necessary for successfully performing the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Standard office setting and may move about freely.
• Activities include reading, writing, typing, speaking listening, and occasional lifting (up to 30 pounds).
• Ability to operate typical office equipment such as telephones, computers, money counters, and scanners.

MENTAL AND INTERPERSONAL DEMANDS

The incumbent must manage multiple concurrent tasks and interruptions while demonstrating strong problem-solving skills.

Mental demands include:

• Engage in customer interactions requiring active listening and clear communication.
• Communicating verbally and in writing with clarity and professionalism.
• Ability to manage multiple concurrent tasks and interruptions.
• Work collaboratively with team members to achieve shared goals.

MINIMUM REQUIREMENTS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• Associate degree or equivalent from a college or technical school; or 5 years of related experience and/or training in an office environment; or the equivalent combination of education and experience.
• Knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank's products and services.
• Familiarity with regulatory and compliance requirements related data security and fraud prevention.
• Experience and proficiency using Microsoft 365 and/or Microsoft Office product suite
• Organizational skills with the ability to set priorities and meet deadlines.
• Ability to work with minimal or no supervision while performing duties.
• Ability to handle confidential and sensitive information with discretion.
• Strong work ethic that supports a willingness to handle multiple tasks with efficiency and accuracy.
• Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others.

Pay: From $20.00 per hour

Benefits:

• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Work Location: In person

Salary : $20