Branch Operations Specialist or Officer

Kavaliro; Carlsbad (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a dedicated Branch Operations Specialist or Officer to provide exceptional banking services. This role requires a strong background in banking operations, leadership skills, and a commitment to fostering a positive customer experience. You will support the Branch Manager in promoting branch growth, manage staff, and ensure adherence to operational standards. If you have a passion for banking and a desire to lead a team, this opportunity is perfect for you. Join a dynamic environment where your contributions will help shape the future of banking.

Qualifications

• 5+ years of banking experience with supervisory roles.
• Proficiency in Microsoft Office tools is essential.

Responsibilities

• Schedule branch staff and ensure positive customer experiences.
• Maintain operational standards and manage branch security.

Skills

Banking Operations

Leadership

Customer Service

Communication

Problem Solving

Education

5 years banking experience

2 years supervisory experience

2 years operations experience

Proficiency in Word, Excel, Outlook

Job description

Join to apply for the Branch Operations Specialist or Officer role at Kavaliro.

1 week ago Be among the first 25 applicants.

Get AI-powered advice on this job and more exclusive features.

Job Description

This posting is a recruitment for either a Branch Operations Specialist or a Branch Operations Officer, depending on experience and qualifications. Details of each position are noted below.

Summary for Both Positions

Provides personalized banking services to clients by performing various duties. Requires strong knowledge of Banking Operations, leadership, training, and support to staff. Has extensive understanding of banking products and services and supports the Branch Manager in promoting branch growth.

Essential Duties and Responsibilities

• Schedule branch staff for appropriate coverage.
• Ensure a positive customer experience.
• Maintain operational standards and review branch documentation for adherence.
• Ensure accuracy of Branch Certification package.
• Maintain branch security through staff training and security procedures.
• Resolve account disputes and communicate account activity to clients.
• Handle daily operational duties such as file maintenance and reports.
• Review reports and approve or decline exceptions within authority limits.
• Perform teller duties, open new accounts, and conduct related follow-ups.
• Review new account openings for compliance.
• Answer phones and address escalated customer concerns.
• Minimum of 10 hours CRA volunteer hours per year, with scheduling within business hours; time and mileage reimbursed.
• Other duties as assigned.

Sales Responsibilities

For Officer role: Lead sales programs, evaluate client needs, work on business development, maintain relationships, and generate new business.

Leadership and Service

For Specialist and Officer: Provide operational guidance, recognize staff, foster professional development, set team goals, listen to clients, resolve difficult situations, and partner with the Branch Manager.

Supervisory Responsibilities

Specialist: Manage up to 2 employees. Officer: Manage up to 5 employees. Responsibilities include performance assessment, scheduling, transaction processing, and supporting the Branch Manager.

Qualifications

Specialist: Minimum 5 years banking, 2 years supervisory, 2 years operations, proficiency in Word, Excel, Outlook; Notary Public preferred.

Officer: Minimum 8 years banking, 4 years supervisory, 4 years operations, proficiency in Word, Excel, Outlook; Notary Public preferred.

Additional Information

Kavaliro is an equal opportunity employer, providing reasonable accommodations for applicants with disabilities. Employment is on-site, full-time, at a mid-senior level. Industry: IT Services and Consulting.