Branch Operations Specialist

Firstscotia; Village of Scotia (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

Firstscotia is seeking a Branch Operations Specialist in the Village of Scotia, NY. This full-time position involves supporting the Branch Operations Officer, managing the branch in their absence, and ensuring compliance with bank policies. Key responsibilities include providing exceptional customer service, coaching staff, and preparing loan packages. Ideal candidates should demonstrate strong communication skills and leadership capabilities. This role requires travel and adheres to retail banking hours, Monday through Saturday.

Qualifications

• Exceptional service experience required.
• Must have excellent communication and telephone skills.
• Ability to provide leadership and supervision.

Responsibilities

• Assist and support the Branch Operations Officer.
• Manage the branch during the officer's absence.
• Ensure service standards and compliance are met.

Skills

Customer service excellence

Communication skills

Leadership and training

Compliance awareness

Coaching skills

Job description

Description

The position of Branch Operations Specialist is responsible for assisting and supporting the Branch Operations Officer.

This position is also responsible for managing the branch during the absence of the Branch Officer while focusing on customer retention and developing new relationships.

Requirements

• To provide an exceptional service experience, every time!
• Must have excellent communication and telephone skills.
• Provide positive leadership, training and supervision to personnel within the assigned branch.
• Ensure service standards are met within assigned branch and the bank.
• Ensure compliance with Bank policies and procedures.
• Protect the interest of the Bank and minimize loss through adherence to security measures and other policies and procedures.
• Inspect interior and exterior of branch daily to ensure a safe and well-maintained facility.
• Coach and train branch personnel to achieve incentive goals and increase referral activity.
• Assist in attaining established bank and branch goals through active participation in incentive and referral programs.
• Coach employees in assigned region regularly to achieve goals.
• During the absence of the Branch Officer, perform direct supervisory duties of branch staff.
• Perform all duties within the branch as needed.
• Provide input and assist the Branch Officer in preparation of employee performance appraisals.
• Prepare loan packages for Branch Officer, Regional Manager or Loan Committee review and close loans upon approval.
• Prepare and conduct, or delegate branch weekly sales meetings.
• Review and approve employee incentive forms quarterly.
• Assist the Branch Officer in preparation of quarterly branch narrative.
• Attend meetings as required.
• Perform Notary Public duties, as licensed.
• Represents the Bank in community and civic functions.
• In instances where no bank officers are present, authorize transactions and sign cashier’s checks in excess of normal dollar limits.
• Perform proper branch opening and closing procedures. Respond to alarms as needed.
• Assist other branches in assigned region as needed.
• This is a full time position performed in a regular office environment, Monday through Saturday, Retail Branch Banking hours. Travel is required.
• Other duties as assigned: Duties, responsibilities and activities may change at any time with or without notice, deemed necessary by Management.