Branch Operations Leader: Growth, Compliance & Training

Poppy Bank; Carlsbad (CA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Benefits package

Job summary

Poppy Bank in California is seeking a Branch Operations Specialist/Officer to lead daily branch operations, staff scheduling, and customer service excellence. This role supports the Branch Manager, ensures compliance with banking policies, and drives branch growth through effective operations and service delivery.

The ideal candidate has 5+ years in banking with supervisory experience, proficiency in Microsoft Office, and a proven ability to mentor staff while maintaining strict controls and

Qualifications

• Minimum of 5 years banking experience.
• Minimum of 2 year’s supervisory experience.
• Minimum 2 years of operations experience.
• Must be proficient using Word, Excel and Outlook applications and banking programs.
• Notary Public preferred.
• Ability to multi-task in a fast-paced environment.

Responsibilities

• Schedules branch staff to ensure appropriate branch coverage.
• Works with staff to ensure a positive customer experience.
• Keeps current with operational standards and procedures, performs and reviews all branch documentation ensuring adherence to policies and procedures.
• Ensures Branch Certification package is accurate and complete.
• Maintains branch security by coaching and training staff in security procedures.

Skills

Banking experience

Supervisory experience

Operations experience

Word

Excel

Outlook

Banking programs

Multi-tasking

Tools

Word

Excel

Outlook

Banking programs

Job description

Poppy Bank in California is seeking a Branch Operations Specialist/Officer to lead daily branch operations, staff scheduling, and customer service excellence. This role supports the Branch Manager, ensures compliance with banking policies, and drives branch growth through effective operations and service delivery.

The ideal candidate has 5+ years in banking with supervisory experience, proficiency in Microsoft Office, and a proven ability to mentor staff while maintaining strict controls and