Branch Operations Lead – Banking & Customer Growth

AppleOne Employment Services; Santa Monica (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

AppleOne Employment Services in Santa Monica, CA is seeking an Assistant Bank BM to support branch operations, coaching staff, and drive customer service and compliance. The role entails leading staff, ensuring procedures, and maintaining accurate reporting in a dynamic banking environment.

The position offers leadership responsibilities, development opportunities, and a clear path to branch management within a professional, service-oriented team. On-site work is expected in Santa Monica.

Qualifications

• Manage daily branch operations, service workflows, transaction approvals, documentation review, and operational reporting.
• Lead, coach, train, and support branch employees to ensure strong customer service, compliance, and performance.
• Support branch growth through customer retention, relationship building, product recommendations, and business development support.
• Maintain branch security, operational controls, regulatory compliance, and adherence to bank procedures.
• Proficiency with Microsoft Word, Excel, Outlook, and banking software systems.
• Strong leadership, coaching, communication, problem-solving, and customer service skills.
• Ability to resolve difficult client situations with professionalism, tact, diplomacy, and sound judgment.

Responsibilities

• Support daily branch operations, including staffing schedules, branch coverage, transaction approvals, file maintenance, overdraft reports, new account review, and operational documentation.
• Provide leadership, coaching, training, and support to Client Service Representatives, New Account staff, and teller team members.
• Ensure compliance with bank policies, branch procedures, security controls, documentation standards, and applicable state and federal banking regulations.
• Deliver excellent client service by resolving escalated customer concerns, handling account disputes, and recommending appropriate banking products and services.
• Partner with the Branch Manager on branch goals, customer retention, promotional activities, staff performance, and business development initiatives.
• Maintain accurate branch reporting, including daily large transaction reports, NSF exception processing, certification packages, and operational exception reviews.

Skills

Branch operations leadership

Coaching and training

Customer service excellence

Regulatory compliance

Staff scheduling

Leadership communication

Problem solving

Attention to detail

Banking procedures

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

banking software systems

Job description

AppleOne Employment Services in Santa Monica, CA is seeking an Assistant Bank BM to support branch operations, coaching staff, and drive customer service and compliance. The role entails leading staff, ensuring procedures, and maintaining accurate reporting in a dynamic banking environment.

The position offers leadership responsibilities, development opportunities, and a clear path to branch management within a professional, service-oriented team. On-site work is expected in Santa Monica.