Branch Operations Specialist OR Branch Operations Officer

$52,000 - $81,390/Yr

Poppy Bank - Walnut Creek, CA

Full-time - Mid Level

Walnut Creek, CA

Credit Intermediation and Related Activities

About the position

The Branch Operations Specialist or Branch Operations Officer at Poppy Bank is responsible for providing personalized banking services to clients while ensuring compliance with banking regulations and internal policies. This role involves leadership, training, and support for branch staff, with a focus on promoting branch growth and maintaining a positive customer experience. The position requires a strong understanding of banking operations and products, as well as the ability to manage daily operational duties and staff performance.

Responsibilities

• 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
• 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
• Answers phones and handles escalated customer service concerns
• Completes a minimum of 10 hours CRA volunteer hours per year.

Requirements

• Minimum of 5 years banking experience for Specialist, 8 years for Officer
• Minimum of 2 years supervisory experience for Specialist, 4 years for Officer
• Minimum of 2 years of operations experience for Specialist, 4 years for Officer
• Proficient in Microsoft Word, Excel, and Outlook applications
• Notary Public preferred

Nice-to-haves

• Experience in performance management
• Strong communication skills
• Supervisory experience in a banking environment

Benefits

• Competitive hourly wage ranging from $25.00 to $39.13
• Compensable time for volunteer hours
• Mileage reimbursement for volunteer activities