Branch Operations Specialist
4 weeks ago
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:
Must be able to float to various branches as needed. 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 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 handles escalated customer service concerns
- Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
- Other duties as assigned
Branch Operations Officer Sales Responsibilities:
- Actively leads team in implementation of sales programs to generate targeted branch deposit growth
- Evaluates needs of potential clients and offers appropriate financial products and services
- Works closely with Branch Manager on business customer prospecting / business development, including outside calling
- Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business
- Generates new business to assist in meeting established profitability goals
- Assists with promotional activities as needed
Branch Operations Specialist Leadership/Service:
- Provide ongoing operational guidance, training, and development of staff
- Recognizes staff for exceptional customer service, sales, and operations
- Actively engages staff to cultivate and encourage professional development
- Works with Branch Manager to set team goals and assist with promotional activities
- Actively listens to clients and maintains a friendly, positive, professional attitude
- Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility
- Partners with Branch Manager in customer retention activities
- Evaluates needs of potential clients and offers appropriate financial products and services
Branch Operations Officer Leadership/Service:
- Provide ongoing operational guidance, training, and development of staff
- Recognizes staff for exceptional customer service, sales, and operations
- Actively engages staff to cultivate and encourage professional development
- Works with Branch Manager to set team goals and motivates staff to success
- Actively listens to clients and maintains a friendly, positive, professional attitude
- Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility
- Partners with Branch Manager in customer retention activities
Branch Operations Specialist Supervisory Responsibilities:
- Expected to manage up to 2 branch employees
- Provide ongoing operational guidance, training and development to Client Service Representatives and/or New Account staff
- Responsible for regularly assessing Client Service Representatives and/or New Account Representative performance
- Supports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual Evaluations
- Actively assist in managing employee schedules and confirming accurate timecards
- Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
- Processes NSF Exception Items and prints, and files related supporting documents by established cutoff time
- Approves transactions for teller staff up to assigned limit
- Provides supervisor override for transactions requiring supervisor review
- Supports Branch Manager with various assigned duties
- Supports in client situations in the absence of the Branch Manager
Branch Operations Officer Supervisory Responsibilities:
- Expected to manage up to 5 branch employees
- Provide ongoing operational guidance, training, and development to Client Service Representatives and/or New Account staff
- Responsible for regularly assessing Client Service Representatives and/or New Account Representative performance
- Supports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual Evaluations
- Manage employee schedules and confirm accurate timecards
- Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
- Processes NSF Exception Items and prints, and files related supporting documents by established cutoff time
- Approves large transactions for teller staff up to assigned limit
- Provides supervisor override for transactions requiring supervisor review
- Supports Branch Manager or his/her back up with various assigned duties
- Manages all client matters in the absence of the Branch Manager
Branch Operations Specialist Qualifications:
- Minimum of 5 years banking experience
- Minimum of 2 year’s supervisory experience
- Minimum 2 years of operations experience
- Must be proficient using Word, Excel and Outlook applications and banking programsNotary Public preferred
- Must be able to travel to assist branches as needed
Branch Operations Officer Qualifications:
- Minimum of 8 years banking experience
- Minimum of 4 years supervisory experience
- Minimum 4 years of operations experience
- Must be proficient using Word, Excel and Outlook applications and banking programs
- Notary Public preferred
- Must be able to travel to assist branches as needed
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.
Travel is required. It is primarily local during the business day, and occasionally there will be out-of-area and overnight travel.
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.
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
-
Financial Compliance Specialist
2 weeks ago
Del Mar, California, United States ASM Global Full timePOSITION: Financial Compliance Specialist DEPARTMENT: Audit REPORTS TO: Point of Sale Manager FLSA STATUS: Non Exempt Summary ASM Global, a leader in the management of public assembly venues, is seeking a dedicated Financial Compliance Specialist for the upcoming season. This role is ideal for candidates with a robust background in finance, auditing, data...
-
Technical Support Specialist
2 weeks ago
Del Mar, California, United States Dexian - Signature Consultants Full timePosition Overview:Dexian - Signature Consultants is seeking a Technical Support Specialist to provide exceptional service to our clients.Key Responsibilities:Deliver Tier 2 assistance for end-user computing devices for client personnel and contingent workers across various locations, serving as an escalation point for Tier 1 support.Address incidents and...
-
Machine Operator
4 hours ago
Colonia Palmas del Mar, Veracruz-Llave, United States Infinity Technologies Full timeAt Infinity Technologies, we are a leading provider of innovative metal semi-finished products. Our team supplies renowned manufacturers with high-quality products made of stainless steel, aluminum, brass, copper, and plastic.We are seeking a skilled Machine Operator / Warehouse Logistics Specialist to join our team.Key Responsibilities:Operate aluminum...
-
Security Guard
1 month ago
Del Mar, United States PeopleReady Full timeJob DescriptionJob DescriptionPeopleReady of Del Mar, CA is now hiring Security Guard - Stall Attendants! As a Stall Attendant, you will be working to ensure the safety and security of horses. A current BSIS Guard Card is required for this position.Apply today and you could start as soon as tomorrow.As a PeopleReady associate you'll benefit from:The...
-
Liquid Handling Automation Engineer
2 weeks ago
Del Mar, California, United States Innova Solutions Full timeInnova Solutions is seeking a skilled Automation SpecialistJob Title: Automation SpecialistPosition Type: Full-time ContractDuration: 12 MonthsLocation: OnsitePay Range: $37 - $43 /Per HourAs an Automation Specialist, your role will involve:We are looking for an Automation Specialist with extensive experience in liquid handling robotics and the integration...
-
Liquid Handling Automation Expert
2 weeks ago
Del Mar, California, United States Innova Solutions Full timeInnova Solutions is seeking a skilled Automation SpecialistJob Title: Automation SpecialistPosition type: Full-time Contract Duration: 12 MonthLocation: San Diego, CA* OnsitePay range: $ 37 -$ 43 /Per HourAs an Automation Specialist, your role will encompass:We are looking for an Automation Specialist with extensive experience in liquid handling robotics and...
-
Liquid Handling Automation Engineer
2 weeks ago
Del Mar, California, United States Innova Solutions Full timeInnova Solutions is seeking a skilled Automation SpecialistJob Title: Automation SpecialistPosition Type: Full-time ContractDuration: 12 MonthsLocation: San Diego, CAPay Range: $37 - $43 /Per HourAs an Automation Specialist, your role will involve:We are looking for an Automation Specialist with extensive experience in liquid handling robotics and...
-
Liquid Handling Automation Engineer
2 weeks ago
Del Mar, California, United States Innova Solutions Full timeInnova Solutions is seeking a qualified Automation SpecialistPosition: Automation Specialist Type: Full-time Contract Duration: 12 Months Location: Onsite Compensation: $37 - $43 /HourRole Overview: As an Automation Specialist, you will leverage your expertise in liquid handling robotics and integration with complementary instrumentation. The ideal candidate...
-
Culinary Specialist
19 hours ago
Del Mar, California, United States ASM Global Full timeAbout the RoleWe are seeking a skilled Line Cook to join our team at ASM Global. As a key member of our culinary team, you will be responsible for preparing and cooking food items to the highest standards of quality and presentation.Key ResponsibilitiesFood Preparation: Prepare and cook food items according to established recipes and quality standards.Timely...
-
Sales and Service Associate
2 weeks ago
Del Mar, California, United States AAA - American Automobile Association Full timeRetail Service SpecialistWe are looking for a dedicated and customer-oriented individual to become a part of our team as a Retail Service Specialist. In this role, you will engage with AAA members, offering a variety of services while fostering a team-oriented atmosphere.Key Responsibilities:Support members with services such as passport photography, travel...
-
Technical Support Specialist
2 weeks ago
Del Mar, California, United States Dexian - Signature Consultants Full timePosition Overview:Dexian - Signature Consultants is seeking a dedicated Desktop Support professional to provide exceptional technical assistance for our clients.Key Responsibilities:Deliver Tier 2 technical support for computing devices utilized by employees and contingent staff across various locations.Manage incident responses and service requests through...
-
Retail Merchandise Specialist
2 weeks ago
Del Mar, California, United States Event Network Full timeJoin Our Team as a Merchandise CoordinatorWe are looking for a dedicated Merchandise Coordinator to become a vital member of our Purchasing Team. This role offers a fantastic opportunity to work within a dynamic environment that values collaboration and innovation.About UsAt Event Network, we prioritize delivering exceptional retail experiences. Our mission...
-
Clinical Nurse Specialist
2 weeks ago
Del Mar, California, United States Casa Palmera Full timePosition OverviewThe Clinical Nurse Specialist delivers essential care to patients under the guidance and oversight of the attending medical professionals, focusing on assessment, preventive measures, and comprehensive health management.Key Responsibilities- Collaborate with physicians to evaluate patient conditions and assist in the strategic planning and...
-
Technical Support Specialist
2 weeks ago
Del Mar, California, United States Dexian - Signature Consultants Full timePosition Overview:Dexian - Signature Consultants is in search of a dedicated Desktop Support professional to provide exceptional service and technical assistance to our client's workforce.Key Responsibilities:Deliver Tier 2 support for computing devices utilized by employees and contingent staff across various locations, acting as a primary escalation point...
-
Liquid Handling Automation Engineer
2 weeks ago
Del Mar, California, United States Innova Solutions Full timeInnova Solutions is seeking a dedicated Automation SpecialistJob Title: Automation SpecialistPosition type: Full-time Contract Duration: 12 MonthLocation: San Diego, CA* OnsitePay range: $ 37 -$ 43 /Per HourAs an Automation Specialist, your role will encompass:We are looking for an Automation Specialist with extensive experience in liquid handling robotics...
-
Liquid Handling Automation Engineer
2 weeks ago
Del Mar, California, United States Innova Solutions Full timeInnova Solutions is seeking a skilled Automation SpecialistPosition: Automation SpecialistEmployment Type: Full-time ContractDuration: 12 MonthsLocation: OnsiteCompensation: $37 - $43 /HourAs an Automation Specialist, your role will encompass:We are looking for an Automation Specialist with extensive experience in liquid handling robotics and integration...
-
Liquid Handling Automation Engineer
2 weeks ago
Del Mar, California, United States Innova Solutions Full timeInnova Solutions is currently seeking an Automation SpecialistPosition: Automation Specialist Type: Full-time Contract Duration: 12 Months Location: San Diego, CA* Onsite Compensation: $37 - $43 /HourRole Overview: As an Automation Specialist, you will leverage your expertise in liquid handling robotics and integration with complementary instrumentation. The...
-
End-User Support Specialist
6 days ago
Del Mar, California, United States Dexian - Signature Consultants Full timePosition Overview:Dexian - Signature Consultants is seeking a skilled Desktop Support professional to provide exceptional technical assistance for end-user computing devices.Key Responsibilities:Deliver Tier 2 technical support for computing devices utilized by employees and contingent workers across various locations.Address incidents and service requests...
-
Environmental Services Specialist
3 days ago
Del Mar, California, United States Center For Discovery Full timeJob Summary:The Housekeeper is a vital member of our team at Center For Discovery, responsible for ensuring the highest standards of cleanliness and sanitation in our facilities. As a Housekeeper, you will play a critical role in maintaining a safe and healthy environment for our clients and staff.Key Responsibilities:Implement and maintain effective...
-
Coffee Service Specialists
6 days ago
Del Mar, California, United States Better Buzz Coffee Company Full timeAbout Better Buzz Coffee:Better Buzz Coffee is a locally owned coffee roaster dedicated to providing an exceptional experience for our guests. We are excited to expand our presence and create a welcoming atmosphere for coffee enthusiasts.Position Overview:We are currently seeking enthusiastic Coffee Service Specialists to join our dynamic team. In this role,...