Branch Operations Leader: Growth & Compliance

Socket.dev; Santa Rosa (CA); On-site; USD 75,000 - 110,000; Full time

Job summary

Poppy Bank in California is seeking a Branch Operations Specialist or Branch Operations Officer, depending on experience, to deliver personalized banking services and lead branch staff.

The role requires strong knowledge of banking operations, compliance with policies and regs, scheduling, account openings, and staff training, with the Branch Manager guiding growth and customer relationships.

Qualifications

• Minimum 5 years banking experience.
• Minimum 2 years supervisory experience.
• Minimum 2 years of operations experience.
• Proficient using Word, Excel and Outlook applications and banking programs.
• Notary Public preferred.

Responsibilities

• Schedule branch staff to ensure appropriate branch coverage.
• Lead and train staff; provide ongoing operational guidance.
• Maintain branch documentation and ensure adherence to policies.
• Open new accounts and perform teller duties.
• Assist with customer disputes and resolve issues.
• Review reports and approve/decline transactions within limits.

Skills

Banking operations knowledge

Supervisory experience

Customer service

Communication skills

Notary Public preferred

Tools

Word

Excel

Outlook

Banking programs

Job description

Poppy Bank in California is seeking a Branch Operations Specialist or Branch Operations Officer, depending on experience, to deliver personalized banking services and lead branch staff.

The role requires strong knowledge of banking operations, compliance with policies and regs, scheduling, account openings, and staff training, with the Branch Manager guiding growth and customer relationships.