Branch Operations Manager

Cache Valley Bank; Logan (UT); On-site; USD 60,000 - 80,000; Full time

Job summary

Cache Valley Bank seeks an Operations Manager to supervise branch operations, ensure policy compliance, and support the direction of daily activities.

The role includes overseeing security, cash handling, balancing daily transactions, staff training, scheduling, and aiding loan officers and tellers. It emphasizes customer service, cross-selling products, and maintaining branch efficiency and reputation in a busy retail environment.

Qualifications

• Supervises branch operations and personnel to ensure efficient service.
• Experience in cash handling, balancing, and report preparation.
• Training and guiding tellers and personal bankers on procedures.
• Scheduling staff to maintain coverage and service standards.
• Ensures adherence to company policies and regulatory requirements.
• Cross-sells products and services to drive branch growth.

Responsibilities

• Assumes responsibility for supervising branch operations.
• Maintains policy compliance and audit readiness.
• Oversees security procedures and cash handling activities.
• Balances daily transactions and prepares daily reports.
• Supports loan officers, tellers, and personal bankers.
• Leads staff meetings and training sessions.

Skills

Supervisory skills

Cash handling

Staff training

Scheduling

Customer service

Policy compliance

Job description

POSITION PURPOSE

To cultivate a workforce of skilled professionals who embrace change, solve problems ethically and creatively, and drive continual improvement in all we do. Responsible for assisting with the direction and administration of branch operations. Ensures established policies and procedures are followed. Oversees the provision of a full range of services to customers and prospective customers. Ensures customers are promptly and professionally served. Trains, directs, and assists in supervising branch staff. Performs various branch functions as required.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Assumes responsibility for assisting in the supervision of branch operations.

   Regularly works 40 hours a week, this is a full-time position.

   Ensures operations are conducted in accordance with established Company policies, legal and regulatory requirements, and audit standards. Provides suggestions for improved effectiveness.

   Ensures branch security. Reviews the All Clear, Robbery and Locked in Vault procedures at least 2 times a year. Performs weekly camera checks and logs findings in the appropriate place. Ensures the Branch Key Log is updated regularly and kept in a secure location. Ensures all desk drawers are locked, and desks/teller areas are free of customer information. Assists with opening and closing the building in accordance with set hours. Tests security equipment as assigned.

   Ensures the branch balances all transactions at the close of each day. Proofs Tellers, runs related reports, and balances the vault at the end of each day. Provides assistance to Tellers and Personal Bankers as needed. Operations Manager will prepare and balance daily reports from tellers as outlined in the Cash Handling Policy, making sure each teller is within their assigned limits and balances. If Operations Manager is gone for the day the Operations Manager will assign this duty to someone else. Operations Managers will do a Quarterly Surprise Cash count on each cash drawer and other tasks as outlined in the Cash Handling Policy. Operations Manager ensures on the first day of each month to prepare and submit, a report to the Customer Service Manager. Ensures all Logs are scanned and indexed each month. Ensures the retention policy is adhered to.

   Promotes branch business development by marketing and seeks to broaden customer base. Actively cross sells Company products and services.

   Completes all other required reports and records and ensures that branch functions are properly documented.

   Assists with implementing changes to established policy and procedures within the branch.

2. Assumes responsibility for establishing and maintaining effective coordination and working relations with branch personnel.

   Provides assistance, direction, and supervision as needed including guidance for Loan Officers, Tellers, and Personal Bankers.

   Reviews and monitors the work of branch personnel. Provides suggestions and support as necessary.

   Assists with orientation of new employees and staff training sessions. Ensures personnel are well trained in all phases of their respective jobs, ensuring optimal staffing levels and performance. Holds monthly staff meetings, which may include training on hot topics, and ensuring the staff is well informed on procedures and policies. Performs cross training as necessary. Performs annual reviews with employees in a timely manner.

   Assists with the scheduling of staff, making sure the branch is sufficiently covered to perform all necessary tasks and procedures. When staffing making sure that there is always someone in the branch to perform personal banker duties.

3. Assumes responsibility for establishing and maintaining effective, professional business relations with customers.

   Maintain high service standards, resolve customer issues, and ensure a positive customer experience within the branch. Ensuring there is always someone to perform personal banker duties at your branch.

   Ensures customers' requests and questions are promptly and courteously resolved.

   Ensures customers are informed of Company services, products, and policies. Cross sells products and services best suited for the customer.

   Ensures the Company's professional reputation is maintained.

4. Assumes responsibility for related duties as required or assigned.

   Assists with personnel functions including but not limited to personnel issues, interviewing, documenting, hiring/firing, Employee Reviews, coaching and training.

   Assists with reviewing large deposit items.

   Ensures the branch including each work area is clean, secure, and well maintained.