Branch Operations Specialist

AppleOne Employment Services; Millbrae (CA); On-site; USD 34,000 - 54,000; Full time

Job summary

AppleOne Employment Services is seeking a Branch Operations Specialist in Millbrae, CA. The role supports branch leadership with operational guidance, staff training, and hands-on teller and new accounts support.

The position requires banking expertise, supervisory experience, and the ability to float to multiple branches. Strong customer service and regulatory compliance are essential for success.

Qualifications

• Minimum of 5 years of banking experience.
• Minimum of 2 years of supervisory experience.
• Minimum of 2 years of banking operations experience.
• Proficiency with Microsoft Word, Excel, Outlook, and banking systems/banking programs.
• Ability to supervise up to 2 branch employees and approve transactions within limits.

Responsibilities

• Support daily branch operations including teller functions, new accounts, file maintenance, reporting, and documentation.
• Provide leadership, coaching, training, and development to branch staff; maintain strong customer service and operations performance.
• Ensure adherence to banking policies, security controls, and regulatory requirements.
• Assist Branch Manager with customer retention, branch growth initiatives, and staff performance management.
• Handle escalated customer service concerns, account disputes, overdraft reports, NSF items, and daily large transaction reporting.
• Travel to assist branches and float to various branches as needed.

Skills

Banking operations

Supervisory experience

Customer service

Communication

Education

Notary Public

Tools

Microsoft Word

Excel

Outlook

Banking systems

Job description

Job Summary

We are seeking a Branch Operations Specialist for a direct hire opportunity in Millbrae, CA. This role is ideal for an experienced banking operations professional who enjoys leading branch teams, supporting customer relationships, maintaining compliance, and ensuring smooth day-to-day branch performance.

The Branch Operations Specialist will support branch leadership by providing operational guidance, staff training, customer service escalation support, and hands-on assistance with teller functions, new accounts, transaction approvals, reporting, and branch documentation.

This is a strong opportunity to join a professional banking environment that values teamwork, service excellence, leadership development, operational accuracy, and community involvement.

This position requires the ability to float to various branches as needed and is well suited for someone who is adaptable, customer-focused, detail-oriented, and comfortable serving as a trusted resource for branch staff.

Key Responsibilities

• Support daily branch operations, including teller functions, new account opening, file maintenance, account reviews, transaction approvals, and operational reporting.
• Provide leadership, coaching, training, and development to branch staff while helping maintain strong customer service and operational performance.
• Ensure compliance with internal bank policies, procedures, security standards, branch certification requirements, and applicable state and federal banking regulations.
• Manage branch scheduling support, review timecards, assist with staffing coverage, and help maintain appropriate branch workflow.
• Handle escalated customer service concerns, account disputes, overdraft reports, NSF exception items, and daily large transaction reporting.
• Partner with the Branch Manager on customer retention, branch growth initiatives, business development support, promotional activities, and staff performance management.

Compensation and Benefits

• Pay range: $25 to $39.13 per hour.
• Job type: Direct hire.
• Location: Millbrae, CA.
• Must be able to travel and float to various branches as needed.
• Minimum of 10 hours of CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours, are compensable, and mileage is reimbursed.

Required Qualifications and Skills

• Support daily banking operations, transaction approvals, new accounts, file maintenance, reporting, and branch documentation.
• Provide operational leadership, staff training, scheduling support, and service escalation assistance.
• Ensure adherence to banking policies, procedures, security controls, and regulatory requirements.
• Assist the Branch Manager with customer retention, branch growth, employee development, and operational oversight.
• Minimum of 5 years of banking experience.
• Minimum of 2 years of supervisory experience.
• Minimum of 2 years of banking operations experience.
• Strong knowledge of branch banking operations, teller functions, new accounts, documentation review, and customer service standards.
• Proficiency with Microsoft Word, Excel, Outlook, and banking systems or banking programs.
• Ability to supervise and support up to 2 branch employees, including Client Service Representatives and/or New Account staff.
• Ability to approve transactions within assigned limits and provide supervisor overrides when required.
• Strong understanding of branch security procedures, cash controls, keys, combinations, security signals, and operational risk controls.
• Excellent communication, coaching, problem-solving, and customer service skills.
• Ability to resolve difficult client situations with professionalism, tact, diplomacy, and sound judgment.
• Must be able to travel to assist branches as needed.

Preferred Qualifications

• Notary Public certification preferred.
• Prior experience supporting branch sales initiatives, deposit growth, promotional activities, or business customer prospecting preferred.
• Experience in a community banking, retail banking, or consumer lending branch environment preferred.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.