Branch Operations Leader - Customer Experience & Compliance

Civista Bank; Napoleon (OH); On-site; USD 42,000 - 54,000; Full time

Job summary

Civista Bank is seeking a Branch Operations Specialist to ensure branch guidelines are followed and that systems run smoothly. The role focuses on delivering an exceptional customer experience by applying product knowledge and cross-selling opportunities.

The BOS will support daily transactions, audits, and process improvements while collaborating with team members to meet regulatory and service standards. A strong operations background and communication skills are essential.

Qualifications

• Minimum 2 or 3 years’ experience in branch banking environment.
• Knowledgeable in all areas of operations; including customer service, new accounts, and lending.
• Excellent oral, written and presentation skills
• Detail oriented with the ability to work under deadlines with frequent interruptions.
• Associate’s Degree preferred.
• High School diploma or equivalent required.

Responsibilities

• Ensure operational tasks are followed & completed daily by all Branch employees.
• Responsible for the retention of operational materials as well as managing audits to ensure operational soundness.
• Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank.
• Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily.
• Execute customer requests with speed and accuracy.
• Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process.
• Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank.
• Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team.
• Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc.

Skills

Branch operations

Customer service

New accounts

Lending

Communication

Detail oriented

Education

High School diploma or equivalent

Associate’s Degree preferred

Job description

Civista Bank is seeking a Branch Operations Specialist to ensure branch guidelines are followed and that systems run smoothly. The role focuses on delivering an exceptional customer experience by applying product knowledge and cross-selling opportunities.

The BOS will support daily transactions, audits, and process improvements while collaborating with team members to meet regulatory and service standards. A strong operations background and communication skills are essential.