Poppy Bank
Branch Operations Specialist OR Branch Operations Officer
Poppy Bank, Walnut Creek, California, United States, 94598
Job Type
Full-time
Description
This posting is a recruitment for either a Branch Operations Specialist
or
a Branch Operations Officer, depending upon experience and qualifications. Details of each position are noted below.
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.
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 coverageWorks with staff to ensure a positive customer experienceKeeps current with operational standards and procedures, performs and reviews all branch documentation ensuring adherence to policies and proceduresEnsures Branch Certification package is accurate and completeMaintains branch security by coaching and training staff in security procedures. Ensures controls are maintained over items such as keys, combinations, security signals and cash limitsInforms and advises clients of resolution on account disputes and other account activityHandles all daily operational duties and reports such as file maintenance, overdraft reports and other operational dutiesReviews reports for the branch and approves or declines exceptions within established limits in the Transaction Approval Authority matrixPerforms teller duties, opens new accounts, and performs callback of new accounts and file maintenanceReviews new account openings for adherence to published procedures and regulatory requirementsAnswer phones and handles escalated customer service concernsMinimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursedOther duties as assignedBranch Operations Officer Sales Responsibilities:
Actively leads team in implementation of sales programs to generate targeted branch deposit growthEvaluates needs of potential clients and offers appropriate financial products and servicesWorks closely with Branch Manager on business customer prospecting / business development, including outside callingProvides ongoing relationship servicing with current clients to maintain goodwill and gain additional businessGenerates new business to assist in meeting established profitability goalsAssists with promotional activities as neededBranch Operations Specialist Leadership/Service:
Provide ongoing operational guidance, training, and development of staffRecognizes staff for exceptional customer service, sales, and operationsActively engages staff to cultivate and encourage professional developmentWorks with Branch Manager to set team goals and assist with promotional activitiesActively listens to clients and maintains a friendly, positive, professional attitudeResolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibilityPartners with Branch Manager in customer retention activitiesEvaluates needs of potential clients and offers appropriate financial products and servicesBranch Operations Officer Leadership/Service:
Provide ongoing operational guidance, training, and development of staffRecognizes staff for exceptional customer service, sales, and operationsActively engages staff to cultivate and encourage professional developmentWorks with Branch Manager to set team goals and motivates staff to successActively listens to clients and maintains a friendly, positive, professional attitudeResolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibilityPartners with Branch Manager in customer retention activitiesBranch Operations Specialist Supervisory Responsibilities:
Expected to manage up to 2 branch employeesProvide ongoing operational guidance, training and development to Client Service Representatives and/or New Account staffResponsible for regularly assessing Client Service Representatives and/or New Account Representative performanceSupports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual EvaluationsActively assist in managing employee schedules and confirming accurate timecardsProcesses Daily Large Transaction report and scans to Compliance Department by established cutoff timeProcesses NSF Exception Items and prints, and files related supporting documents by established cutoff timeApproves transactions for teller staff up to assigned limitProvides supervisor override for transactions requiring supervisor reviewSupports Branch Manager with various assigned dutiesSupports in client situations in the absence of the Branch ManagerBranch Operations Officer Supervisory Responsibilities:
Expected to manage up to 5 branch employeesProvide ongoing operational guidance, training, and development to Client Service Representatives and/or New Account staffResponsible for regularly assessing Client Service Representatives and/or New Account Representative performanceSupports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual EvaluationsManage employee schedules and confirm accurate timecardsProcesses Daily Large Transaction report and scans to Compliance Department by established cutoff timeProcesses NSF Exception Items and prints, and files related supporting documents by established cutoff timeApproves large transactions for teller staff up to assigned limitProvides supervisor override for transactions requiring supervisor reviewSupports Branch Manager or his/her back up with various assigned dutiesManages all client matters in the absence of the Branch ManagerBranch Operations Specialist Qualifications:
Minimum of 5 years banking experienceMinimum of 2 year's supervisory experienceMinimum 2 years of operations experienceMust be proficient using Word, Excel and Outlook applications and banking programsNotary Public preferredBranch Operations Officer Qualifications:
Minimum of 8 years banking experienceMinimum of 4 years supervisory experienceMinimum 4 years of operations experienceMust be proficient using Word, Excel and Outlook applications and banking programsNotary Public preferred
Physical/Mental Demands & Work Environment for Both Positions:
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.
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.
For San Francisco Postings, review Fair Chance Ordinance .
Poppy Bank Notice to Applicants CCPA & CPRA
Salary Description
$25.00-$39.13/hour DOE
Full-time
Description
This posting is a recruitment for either a Branch Operations Specialist
or
a Branch Operations Officer, depending upon experience and qualifications. Details of each position are noted below.
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.
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 coverageWorks with staff to ensure a positive customer experienceKeeps current with operational standards and procedures, performs and reviews all branch documentation ensuring adherence to policies and proceduresEnsures Branch Certification package is accurate and completeMaintains branch security by coaching and training staff in security procedures. Ensures controls are maintained over items such as keys, combinations, security signals and cash limitsInforms and advises clients of resolution on account disputes and other account activityHandles all daily operational duties and reports such as file maintenance, overdraft reports and other operational dutiesReviews reports for the branch and approves or declines exceptions within established limits in the Transaction Approval Authority matrixPerforms teller duties, opens new accounts, and performs callback of new accounts and file maintenanceReviews new account openings for adherence to published procedures and regulatory requirementsAnswer phones and handles escalated customer service concernsMinimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursedOther duties as assignedBranch Operations Officer Sales Responsibilities:
Actively leads team in implementation of sales programs to generate targeted branch deposit growthEvaluates needs of potential clients and offers appropriate financial products and servicesWorks closely with Branch Manager on business customer prospecting / business development, including outside callingProvides ongoing relationship servicing with current clients to maintain goodwill and gain additional businessGenerates new business to assist in meeting established profitability goalsAssists with promotional activities as neededBranch Operations Specialist Leadership/Service:
Provide ongoing operational guidance, training, and development of staffRecognizes staff for exceptional customer service, sales, and operationsActively engages staff to cultivate and encourage professional developmentWorks with Branch Manager to set team goals and assist with promotional activitiesActively listens to clients and maintains a friendly, positive, professional attitudeResolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibilityPartners with Branch Manager in customer retention activitiesEvaluates needs of potential clients and offers appropriate financial products and servicesBranch Operations Officer Leadership/Service:
Provide ongoing operational guidance, training, and development of staffRecognizes staff for exceptional customer service, sales, and operationsActively engages staff to cultivate and encourage professional developmentWorks with Branch Manager to set team goals and motivates staff to successActively listens to clients and maintains a friendly, positive, professional attitudeResolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibilityPartners with Branch Manager in customer retention activitiesBranch Operations Specialist Supervisory Responsibilities:
Expected to manage up to 2 branch employeesProvide ongoing operational guidance, training and development to Client Service Representatives and/or New Account staffResponsible for regularly assessing Client Service Representatives and/or New Account Representative performanceSupports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual EvaluationsActively assist in managing employee schedules and confirming accurate timecardsProcesses Daily Large Transaction report and scans to Compliance Department by established cutoff timeProcesses NSF Exception Items and prints, and files related supporting documents by established cutoff timeApproves transactions for teller staff up to assigned limitProvides supervisor override for transactions requiring supervisor reviewSupports Branch Manager with various assigned dutiesSupports in client situations in the absence of the Branch ManagerBranch Operations Officer Supervisory Responsibilities:
Expected to manage up to 5 branch employeesProvide ongoing operational guidance, training, and development to Client Service Representatives and/or New Account staffResponsible for regularly assessing Client Service Representatives and/or New Account Representative performanceSupports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual EvaluationsManage employee schedules and confirm accurate timecardsProcesses Daily Large Transaction report and scans to Compliance Department by established cutoff timeProcesses NSF Exception Items and prints, and files related supporting documents by established cutoff timeApproves large transactions for teller staff up to assigned limitProvides supervisor override for transactions requiring supervisor reviewSupports Branch Manager or his/her back up with various assigned dutiesManages all client matters in the absence of the Branch ManagerBranch Operations Specialist Qualifications:
Minimum of 5 years banking experienceMinimum of 2 year's supervisory experienceMinimum 2 years of operations experienceMust be proficient using Word, Excel and Outlook applications and banking programsNotary Public preferredBranch Operations Officer Qualifications:
Minimum of 8 years banking experienceMinimum of 4 years supervisory experienceMinimum 4 years of operations experienceMust be proficient using Word, Excel and Outlook applications and banking programsNotary Public preferred
Physical/Mental Demands & Work Environment for Both Positions:
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.
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.
For San Francisco Postings, review Fair Chance Ordinance .
Poppy Bank Notice to Applicants CCPA & CPRA
Salary Description
$25.00-$39.13/hour DOE