Branch Operations & Customer Success Lead

First Citizens; Carlsbad (CA); On-site; USD 34,000 - 48,000; Full time

Job summary

First Citizens Bank is seeking an Operations Services Supervisor to manage a branch's daily operations, lead the service line team, process teller transactions, and educate customers on bank capabilities. You will coordinate with partners to identify opportunities and support branch sales efforts.

The role emphasizes people management, customer service excellence, adaptability to technology, teamwork, and proactive communication.

Qualifications

• Bachelor's degree in a relevant field with 1 year of experience or equivalent work experience.
• Experience in financial services or bank operations is preferred.
• Strong interpersonal and coaching abilities.

Responsibilities

• Lead and develop branch service line associates to ensure operational excellence.
• Process teller transactions and customer service requests accurately and promptly.
• Identify sales opportunities and refer clients to suitable partners.
• Maintain compliance with bank policies, regulations, and risk controls.

Skills

Management

Customer service

Adaptability

Teamwork

Influence

Sales

Communication

Education

Bachelor's Degree and 1 year experience

High School Diploma or GED + 5 years experience

Job description

First Citizens Bank is seeking an Operations Services Supervisor to manage a branch's daily operations, lead the service line team, process teller transactions, and educate customers on bank capabilities. You will coordinate with partners to identify opportunities and support branch sales efforts.

The role emphasizes people management, customer service excellence, adaptability to technology, teamwork, and proactive communication.