Branch Operations Specialist (Floater)

Description

Must be able to float to various  branches as needed. Provides personalized banking services to financial  institution clients by performing the following duties. Assures compliance  with all Bank policies and procedures, and applicable state and federal banking  regulations to meet internal audit requirements. 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.

Essential Duties and Responsibilities include the following:

Branch Operations Activities

• 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
• Assists with promotional activities as needed

Leadership Activities

• Leads by example
• Provide ongoing operational guidance, training, and development of staff
• Positively recognizes staff for exceptional customer service, sales, and operations
• Actively engages staff to cultivate and encourage professional development
• Responsible for regularly assessing staff performance, addressing performance management situations and assisting the Branch Manager with Mid-year and Annual Evaluations
• Works with Branch Manager to set team goals and motivates staff to success

Service Activities

• Consistently models exemplary customer service
• Coaches staff to provide excellent customer service
• 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

Sales Activities

• 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

Supervisory Responsibilities

• Expected to manage 1 or more 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
• Assists 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 GEM 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
• Handles difficult client situations in the absence of the Branch Manager or his/her backup

Qualifications

• Minimum of 3 years banking experience
• Minimum of 1 year’s supervisory experience
• Minimum 1 years of operations experience preferred
• Notary Public preferred
• Must be proficient using Word, Excel and Outlook applications and banking programs
• Must be able to travel to assist branches as needed

Physical/Mental Demands & Work Environment:

The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.

Travel is required. It is primarily local during the business day, and occasionally there will be out-of-area and overnight travel. 

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.

Requirements

See qualifications above.

Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type 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.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Salary : $24 - $31