Branch Operations Leader: Growth & Service

Poppy Bank

Santa Monica (CA)

On-site

USD 60,000 - 90,000

Full time

5 days ago

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Job summary

Poppy Bank in California is seeking Branch Operations Specialist/Officer to provide personalized banking services, lead operational activities, and support the Branch Manager in driving growth. The role requires hands-on leadership, strong knowledge of Banking Operations, and adherence to bank policies and federal/state regulations.

The position is office-based, with duties spanning teller tasks, new accounts, and exception reviews.

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.
Informs and advises clients of resolution on account disputes and other account activity.
Handles all daily operational duties and reports such as file maintenance, overdraft reports and other operational duties.
Reviews reports for the branch and approves or declines exceptions within established limits in the Transaction Approval Authority matrix.