Description

This posting is a recruitment for either a Branch Operations Specialist or a Branch Operations Officer, depending upon experience and qualifications. Please see below for more details and we look forward to connecting with you Apply today

Summary for Both Positions:

Provides personalized banking services to financial institution clients by performing the following duties. 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.

This position requires that the individual work in office. Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.

Essential Duties and Responsibilities for Both Positions Include the Following:
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

📌 Branch Operations Specialist or Branch Operations Officer (La Mesa)
🏢 Poppy Bank
📍 La Mesa