Branch Operations Specialist

$52,000 - $81,120/Yr

AppleOne - Corte Madera, CA

Full-time - Mid Level

Corte Madera, CA

Administrative and Support Services

About the position

The Branch Operations Specialist plays a crucial role in supporting the growth and success of branch operations by ensuring operational excellence, team development, and client satisfaction. This position involves overseeing daily operations, managing staff, and providing exceptional customer service while adhering to regulatory requirements.

Responsibilities

• Schedule and manage branch staff to ensure excellent customer service and operational coverage.
• Maintain and review operational standards, documentation, and adherence to bank policies.
• Oversee branch security, cash limits, and compliance with security protocols.
• Handle daily operational reports, file maintenance, and exception approvals within established limits.
• Perform teller duties, open new accounts, and review new account openings for accuracy and compliance.
• Provide personalized banking solutions and resolve escalated client concerns with creativity and diplomacy.
• Assist in customer retention and offer appropriate financial products based on client needs.
• Provide training, guidance, and mentorship to staff, fostering professional development.
• Assist the Branch Manager in performance evaluations, goal setting, and addressing performance matters.
• Recognize staff achievements and encourage a collaborative, positive workplace culture.
• Ensure adherence to regulatory requirements and operational standards.

Requirements

• Minimum of 5 years of banking experience, with 2 years in operations and 2 years in a supervisory role.
• Proficiency in Microsoft Word, Excel, Outlook, and banking applications.
• Strong knowledge of banking products, services, and operational processes.
• Exceptional problem-solving, organizational, and leadership skills.

Nice-to-haves

• Notary Public certification preferred but not required.

Benefits

• Health insurance
• Dental insurance
• 401(k)
• Vision insurance
• Paid sick time