Branch Operations Specialist

Job description

The Branch Operations Specialist supports the daily operational functions of the branch by performing quality reviews of new account openings, identifying documentation or processing errors, and communicating findings to management for feedback and coaching opportunities. This position also assists with wire processing and maintains branch procedures to support accurate, efficient, and compliant operations. Additional responsibilities include audit and certification reviews, client record maintenance, operational reporting, and other branch support activities. As needed, this individual may provide lobby and teller support to ensure excellent client service and smooth branch operations.

Success in this role requires the ability to work independently, process information accurately and efficiently, and deliver an exceptional client experience. The Branch Operations Specialist is expected to maintain a professional image through appearance, conduct, and communication. This position is responsible for following Bank security procedures and ensuring compliance with all Bank policies, procedures, and applicable state and federal banking regulations. The Branch Operations Specialist also supports the Bank's commitment to strong operational controls by assisting with internal and external audits, examinations, and corrective action efforts as needed. The ideal candidate is detail-oriented, organized, dependable, and committed to maintaining a high level of accuracy while supporting both branch staff and operational excellence.

Primary duties include but not limited to:

·        Perform quality reviews of new account openings and documentation.

·        Track and communicate operational exceptions to management.

·        Maintain accurate client records and account maintenance requests.

·        Assist with incoming and outgoing wire processing.

·        Reconcile teller cash, vault cash, ATM, and TCR balances.

·        Complete monthly cash counts and transaction reviews.

·        Coordinate and assist with branch audits and security controls.

·        Assist with annual security training and compliance activities.

·        Complete operational reports, callbacks, certifications, and documentation reviews.

·        Create, update, and maintain branch procedures.

·        Identify and report suspicious activity in accordance with BSA/AML requirements.

·        Maintain confidentiality of client and Bank information.

·        Provide professional client service and assist with teller/lobby coverage as needed.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position requires sound judgment, professionalism, and the ability to contribute to a positive and collaborative work environment while interacting effectively with colleagues, clients, vendors, and management. A general understanding of branch banking, bank operations, and related compliance functions is required.

Technical Skills Required

Knowledge and experience operating a computer, calculator, and other general office equipment is required. Proficiency in Microsoft Office Suite is required, with strong ability to create spreadsheets, generate reports, and track and analyze data. A working knowledge of banking systems, terminology, and operational tools is preferred. 

Social and communication skills

·        Excellent verbal communication skills with the ability to communicate clearly, professionally, and effectively in all interactions, including proper phone etiquette.

·        Ability to communicate effectively in both verbal and written formats, including clear, accurate, and professional written correspondence.

·        Strong attention to detail in written communication, including grammar, spelling, and punctuation.

·        Ability to work independently while maintaining strong collaboration within a team environment.

·        Strong interpersonal skills with a focus on delivering excellent internal client service.

·        Ability to maintain professionalism, sound judgment, and a positive working demeanor in all interactions.

Mental Effort Required

This role requires the ability to manage multiple priorities in a fast-paced and evolving environment while maintaining accuracy, attention to detail, and timeliness. The individual must be able to follow written and verbal instructions, adhere to established policies and procedures, and work collaboratively to support branch and organizational goals. Strong interpersonal skills and the ability to get along well with colleagues and to work as part of Gulf Coast Business Bank’s team, working towards the Bank’s goals set forth by its’ Board of Directors.

Physical Effort Required

The physical demands described below are representative of those required to successfully perform the essential functions of this job. Reasonable accommodations may be made where applicable.

·        Regular and reliable attendance during assigned work hours.

·        Ability to handle routine office materials and equipment with normal manual dexterity.

·        Occasional lifting and transporting of items up to 20 pounds.

·        Ability to perform tasks requiring close, distance, peripheral, and color vision, as well as depth perception and focus adjustment.

Desired Education, Training, and/or Experience

·        High school diploma or equivalent is required.

·        Minimum of 5 years of previous experience in providing client support in the financial services industry, retail sales, service or banking-related fields.

·        3 years of experience as a Universal Banker or equivalent. A minimum of 12 months of new accounts or relevant banking experience is desired.

·        Fraud detection and prevention experience is preferred

·        Experience in Jack Henry products/programs, specifically Jack Henry Silverlake - Onboard Deposit and Silverlake Teller is preferred.

Job Type

Part-Time

Day shift

Tuesday, Thursday, and Friday 8:30 to 5:00pm

Work Location

One location in Fort Myers, Florida