Branch Operations & Customer Advisory Lead

Recruiting 2025; Haverhill (MA); On-site; USD 36,000 - 39,000; Full time

Job summary

Lowell Five is seeking a Branch Operations Supervisor to oversee daily teller activity, vault duties and branch cash handling with an emphasis on customer experience. The role includes staff scheduling, audits, and ensuring compliance with bank policies.

You'll open new accounts, advise on consumer loans, provide digital onboarding, and collaborate with sales to grow customer relationships while maintaining accuracy and service quality in a fast-paced retail banking environment.

Qualifications

• High School diploma or equivalent preferred.
• Previous cash handling and customer service experience in Retail, including at least one year within UB II position or relevant experience
• Thorough knowledge of Bank products and services as well as Bank policies and procedures
• Customer focus with the ability to build and maintain relationships
• Strong oral communication skills with the ability to be concise, clear, and consistent
• Capable of working independently and solving problems
• Proven supervisory skills with the ability to coach staff in support of daily performance and behavioral expectations
• Detailed-oriented with strong organization skills; ability to multi-task, prioritize, and adapt to a changing environment
• Extensive knowledge and experience using general office equipment and program applications including: Microsoft Office, CRM, core banking system, digital banking solutions (user/administrator), cash recycler, and discriminator, etc.

Responsibilities

• Supervises and schedules daily activities of Tellers, UB I and UB II, delegates work, and aids as necessary; maintains attendance records; oversees employees’ daily proof by helping in balancing
• Responsible for branch cash operations to include, vault management, inventory of negotiable instruments, compliance and security requirements, and adherence to defined policies and procedures as they relate to staff and cash handling functions
• Performs security function by opening main vault; verifies and distributes cash to staff as required; balances vault as scheduled/required
• Opens new accounts, determines customers’ needs, provides necessary information, and processes applicable paperwork
• Assists customers with consumer loan applications and provides advisement for consumer loan products
• Provides digital technical support, advisement and onboarding for customers
• Balances ATM; maintains safe deposit records where required
• Processes wire transactions for customers
• Balances branch transactions at close of business day
• Completes periodic audits of branch compliance reports
• May open and close branch office following branch procedures as assigned
• Provides excellent customer service to internal and external customers; resolves any problems or complaints in a timely manner
• Provides backup to Assistant Branch Manager during periods of absence or as workload dictates; may independently oversee the branch for short periods of time during the workday in the absence of the Branch Manager or Assistant Manager
• Performs as Teller, and other duties as needed to ensure operational requirements are met
• Serves as Notary Public

Job description

Lowell Five is seeking a Branch Operations Supervisor to oversee daily teller activity, vault duties and branch cash handling with an emphasis on customer experience. The role includes staff scheduling, audits, and ensuring compliance with bank policies.

You'll open new accounts, advise on consumer loans, provide digital onboarding, and collaborate with sales to grow customer relationships while maintaining accuracy and service quality in a fast-paced retail banking environment.