Branch Operations Lead - Specialist II/III (In-Office)

Poppy; Roseville (CA); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Poppy Bank in Roseville, CA is seeking a Branch Operations Support Specialist II/III to assist branch personnel with teller transactions, new accounts, and compliance while maintaining operational integrity. This role involves training staff, solving policy questions, and traveling to branches as needed.

Ideal candidates will have strong organizational skills, experience in branch operations, and familiarity with banking products. Travel to branches may be required; in-office work is expected.

Qualifications

• Minimum 3–5 years of Branch Operations experience in a bank or credit union.
• Ability to work independently, manage time effectively, and balance multiple priorities.
• Must be highly organized, capable of handling concurrent tasks and adapt to workload shifts.
• Proficient with Microsoft Office Suite (Word, Excel, Outlook).

Responsibilities

• Maintain high standards of control, certifications, and account opening activities.
• Identify opportunities for process improvement to optimize branch performance.
• Provide day-to-day support and act as escalation point for branch operations staff.
• Review branch certifications and assist with audits and compliance testing.
• Assist with documentation and verification of customer information and accounts.

Skills

Customer service

Banking knowledge

Time management

Tools

Microsoft Office Suite

Job description

Poppy Bank in Roseville, CA is seeking a Branch Operations Support Specialist II/III to assist branch personnel with teller transactions, new accounts, and compliance while maintaining operational integrity. This role involves training staff, solving policy questions, and traveling to branches as needed.

Ideal candidates will have strong organizational skills, experience in branch operations, and familiarity with banking products. Travel to branches may be required; in-office work is expected.