Branch Operations Leader: Client Experience & Community Liaison

Bonvenu Bank; Gretna (LA); On-site; USD 52,000 - 68,000; Full time

Job summary

Ultipro is seeking an Assistant Branch Executive to assist with daily branch operations and assume branch responsibility in the executive's absence, serving as the security liaison between the branch and the security officer.

The role centers on delivering world‑class client experiences, engaging with the community, supporting staff development, ensuring compliance and sales goals, and coordinating lending referrals.

Qualifications

• Comprehensive knowledge of customer service operations.
• Good oral and written communication skills, as well as good selling skills.
• Good leadership skills.
• Thorough knowledge of bank policy and procedures, compliance and regulatory items and financial institution products and services.

Responsibilities

• Creates a world class client experience environment.
• Represents the financial institution to the community through good customer relations, networking, and community events.
• Establishes and helps to attain internal performance objectives for branch office business volume, deposits, loan portfolio referrals, treasury management referrals, line of business referrals and quality of audit reports.
• Ensures sales and service delivery expectations are met. Provides and maintains a professional, business-like atmosphere within the branch office.
• Assists with staff reviews for formal performance evaluations.
• Coordinates staff training when needed.
• Drives operational excellence by engaging in all aspects of compliance, audit, and branch policy.
• Ensures compliance to security procedures, Tests branch security equipment and investigates security issues when needed.
• Responsible for comprehensive, prompt and efficient customer transactions.
• Participates in and encourages lending activities indirectly: interviews consumer loan applicants, orders credit reports, requests information, communicates loan decisions, and refers to lending specialists.
• Other duties as required.

Skills

Customer service operations

Communication skills

Leadership

Selling skills

Education

Bachelor’s degree in business or related field

Job description

Ultipro is seeking an Assistant Branch Executive to assist with daily branch operations and assume branch responsibility in the executive's absence, serving as the security liaison between the branch and the security officer.

The role centers on delivering world‑class client experiences, engaging with the community, supporting staff development, ensuring compliance and sales goals, and coordinating lending referrals.