AVP, Branch Projects — Strategy, Reporting & Launch

Poppy; Santa Rosa (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Poppy Bank in California seeks an experienced administrative professional to support the Heads of Branch Banking with reporting, scheduling, and project coordination. You will handle calendars, prepare materials, and assist with hiring and dashboards to evaluate branch performance.

This role requires in-office work with minimal supervision, compliance with bank policies, and occasional travel for local meetings.

Qualifications

• Minimum 5 years branch operations experience in the financial services or banking industry.
• Solid technology skills, including proficiency with Microsoft Office (Outlook, Word, Excel, SharePoint, Power Point) and banking software applications.
• Strong organizational and time management skills with proven ability to prioritize and manage workload and to instill a sense of urgency in others as necessary to meet deadlines and goals.

Responsibilities

• Coordinates special projects as assigned, either by directly performing the work or coordinating with third parties, to ensure the projects are successfully completed on time and within budget
• Helps organize team meetings, including calendaring and logistics, and assists with the preparation of meeting materials, including slide decks and handouts
• Assists with the hiring process for branch employees, including screening resumes, scheduling interviews for branch leadership, checking references, and coordinating with HR to complete the offer process
• Prepares dashboards, KPI analysis, and other reports to aid branch leadership with evaluating branch performance
• Assists with the preparation of new branches for opening by coordinating staffing, training, and ordering supplies
• Coordinates the branch employee review process
• Helps track deliverables, commitments, and deadlines for branch leadership positions
• Assists with client escalations, including directly working with clients to deescalate issues and coordinating calls/meetings with branch leaders when needed
• Acting as a resource to assist high profile clients to include relationships with large checking account balances that don’t already have a relationship manager assigned to them
• Arranges travel plans for branch leaders and employees
• Prepares other reports and materials for area and branch managers, as requested by the Heads of Branch Banking, that aid in performing their job duties
• 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

Skills

Microsoft Office

Banking software

Organizational skills

Tools

Outlook

Word

Excel

SharePoint

PowerPoint

Job description

Poppy Bank in California seeks an experienced administrative professional to support the Heads of Branch Banking with reporting, scheduling, and project coordination. You will handle calendars, prepare materials, and assist with hiring and dashboards to evaluate branch performance.

This role requires in-office work with minimal supervision, compliance with bank policies, and occasional travel for local meetings.