Branch Operations Specialist

Civista Bank - Napoleon, OH

Full-time - Entry Level

Napoleon, OH

Credit Intermediation and Related Activities

About the position

The Branch Operations Specialist (BOS) at Civista Bank is responsible for ensuring that all branch employees adhere to operational guidelines and that all systems function smoothly according to established policies and procedures. The role focuses on creating an exceptional customer experience through a deep understanding of the bank's products and services, while also promoting the bank's mission to improve the financial lives of employees and shareholders and make a positive impact in the community.

Responsibilities

• Ensure operational tasks are followed and completed daily by all branch employees.
• Manage the retention of operational materials and conduct audits to ensure operational soundness.
• Create an exceptional customer experience by delivering a personal touch and building relationships.
• Develop extensive knowledge of products and services to meet customer needs and solve problems.
• Execute customer requests with speed and accuracy.
• Understand all aspects of consumer lending and manage relationships throughout the lending process.
• Maintain constant communication internally and externally to enhance customer experience.
• Adhere to regulations and follow policies to ensure safety and soundness for customers and the bank.
• Commit to personal growth through active learning and adapting to new procedures and systems.
• Encourage the use of technology in banking interactions and teach customers how to use digital banking tools.

Requirements

• Minimum 2 to 3 years' experience in a branch banking environment.
• Knowledgeable in all areas of operations, including customer service, new accounts, and lending.
• Excellent oral, written, and presentation skills.
• Detail-oriented with the ability to work under deadlines with frequent interruptions.
• High School diploma or equivalent required; Associate's Degree preferred.