Branch Operations Support Specialist II - III

California Jobs; Roseville (CA); On-site; Full time

Job summary

A leading company in California is seeking a Branch Operations Support Specialist II or III to assist with branch operations and compliance. The role requires a strong focus on internal customer service, guidance on proper procedures, and assistance with evaluating branch efficiency. Candidates should have a solid background in bank operations, critical thinking skills, and proficiency in various administrative tools.

Qualifications

• 3-5 years of Branch Operations experience in a bank or credit union.
• Ability to work independently and manage multiple priorities.
• Proficiency with administrative computer systems.

Responsibilities

• Assist branch personnel with operations questions and compliance.
• Train personnel on bank policies and procedures.
• Monitor reported core system issues and identify deficiencies.

Skills

Critical thinking

Problem-solving

Strong communication

Tools

Microsoft Office Suite

Webex

Teams

Zoom

Job description

Branch Operations Support Specialist II - III

Job Type

Full-time

Description

Depending on experience, you could be the next Branch Operations Support Specialist II or III. Please see below for more details and we look forward to connecting with you! Apply today!

Summary: Branch Operations Support Specialist III:

The Branch Operations Support Specialist III is responsible for assisting branch personnel with various branch operations questions including, but not limited to, teller transactions, new accounts, consumer and business legal documentation, branch certifications, various reports, and policy and procedures. Provide a superior level of internal customer relations, provides guidance to branch personnel on proper procedures to maintain operational integrity and compliance, and may also provide training to personnel and management. Acts as a point of escalation for questions or problem resolution.

Assists with evaluating and developing procedures, processes, workflow, and forms to improve the efficiency of branches and back-office operations. Monitors questions and reported core system issues to identify deficiencies in policies, procedures, and potential defects in core processes. Reports systemic issues accordingly. Maintains an expertise in branch policies, procedures, and products. Assists with training branch personnel to follow policies and procedures. Travel to branch offices may be required.

Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.

Summary: Branch Operations Support Specialist II:

The Branch Operations Support Specialist II is responsible for assisting branch personnel with various branch operations questions including, but not limited to, teller transactions, new accounts, consumer and business legal documentation, branch certifications, various reports, and policy and procedures. Provide a superior level of internal customer relations, provides guidance to branch personnel on proper procedures to maintain operational integrity and compliance

Monitors questions and reported core system issues to identify deficiencies in policies, procedures, and potential defects in core processes. Reports systemic issues accordingly. Maintains an expertise in branch policies, procedures, and products.

Ensures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations..

Qualifications: Branch Operations Support Specialist III:

• Minimum 3-5 years of Branch Operations experience in a bank or credit union
• Ability to work independently, create and manage time schedules, manage multiple activities and priorities, and maintain productivity
• Must have strong critical thinking & problem-solving skills, and effectively utilize resources to complete assignments
• Acute attentiveness to instructions and details required
• Requires proficiency with administrative computer systems including but not limited to the following:

Job Type

Full-time

Description

Depending on experience, you could be the next Branch Operations Support Specialist II or III. Please see below for more details and we look forward to connecting with you! Apply today!

Summary: Branch Operations Support Specialist III:

The Branch Operations Support Specialist III is responsible for assisting branch personnel with various branch operations questions including, but not limited to, teller transactions, new accounts, consumer and business legal documentation, branch certifications, various reports, and policy and procedures. Provide a superior level of internal customer relations, provides guidance to branch personnel on proper procedures to maintain operational integrity and compliance, and may also provide training to personnel and management. Acts as a point of escalation for questions or problem resolution.

Assists with evaluating and developing procedures, processes, workflow, and forms to improve the efficiency of branches and back-office operations. Monitors questions and reported core system issues to identify deficiencies in policies, procedures, and potential defects in core processes. Reports systemic issues accordingly. Maintains an expertise in branch policies, procedures, and products. Assists with training branch personnel to follow policies and procedures. Travel to branch offices may be required.

Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.

Summary: Branch Operations Support Specialist II:

The Branch Operations Support Specialist II is responsible for assisting branch personnel with various branch operations questions including, but not limited to, teller transactions, new accounts, consumer and business legal documentation, branch certifications, various reports, and policy and procedures. Provide a superior level of internal customer relations, provides guidance to branch personnel on proper procedures to maintain operational integrity and compliance

Monitors questions and reported core system issues to identify deficiencies in policies, procedures, and potential defects in core processes. Reports systemic issues accordingly. Maintains an expertise in branch policies, procedures, and products.

Ensures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations..

Qualifications: Branch Operations Support Specialist III:

• Minimum 3-5 years of Branch Operations experience in a bank or credit union
• Ability to work independently, create and manage time schedules, manage multiple activities and priorities, and maintain productivity
• Must have strong critical thinking & problem-solving skills, and effectively utilize resources to complete assignments
• Acute attentiveness to instructions and details required
• Requires proficiency with administrative computer systems including but not limited to the following:

*Microsoft Office Suite including Word, Excel, and Outlook

*Excellent Typing skills, including proficiency using 10 keys

*Webex, Teams, Zoom and other online webinar hosting programs

• Ability to maintain regular attendance and work scheduled hours
• Strong interpersonal communication skills, both written and verbal

Qualifications: Branch Operations Support Specialist II:

• Minimum 2-3 years of Branch Operations experience in a bank or credit union
• Ability to work independently, create and manage time schedules, manage multiple activities and priorities, and maintain productivity
• Must have strong critical thinking & problem-solving skills, and effectively utilize resources to complete assignments
• Acute attentiveness to instructions and details required
• Requires proficiency with administrative computer systems including but not limited to the following:

*Microsoft Office Suite including Word, Excel, and Outlook

*Excellent Typing skills, including proficiency using 10 keys

*Webex, Teams, Zoom and other online webinar hosting programs

• Ability to maintain regular attendance and work scheduled hours
• Strong interpersonal communication skills, both written and verbal

Essential Duties: Branch Operations Support Specialist III:

• Serve as a subject matter expert on bank policies, procedures, and deposit regulatory requirements
• Provide guidance in the use of the core and ancillary systems. Open support cases as needed
• Inform Supervisor of any patterns of system discrepancies that require escalated research and correction
• Research and resolve branch reconciliations, cash outages and General Ledger discrepancies as needed
• Answer phone calls and respond to emails and messages from branch teams in a timely and professional manner
• Provide guidance and oversight of branch certifications to branch employees
• Assist branches with daily activities, including but not limited to stop payments, transaction processing, TCR issues, cashier's checks, account statements, safe deposit box transactions, account restrictions and account maintenance
• Assist with the documentation and verification of customer information and account details
• Assist with IRA research or requests as needed
• Provide guidance for new account opening, legal documentation, account vesting and death of a depositor
• Recognition and proper reporting of Elder and Dependent Adult Financial Abuse
• BSA/AML: Duties include knowledge of CIP, OFAC requirements, the Bank's BSA program, and Suspicious Activity reporting
• Collaborate with other team members to assist in establishing processes and improving operational efficiency
• Assist in various training of branch personnel as needed
• Clearly assumes responsibility for tasks and decisions; sets clear objectives and measures; monitors process, progress, and results
• Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
• Other duties as assigned

Essential Duties: Branch Operations Support Specialist II:

• Research and resolve branch reconciliations, cash outages and General Ledger discrepancies as needed
• Provide guidance in the use of the core and ancillary systems. Open support cases as needed
• Inform Supervisor of any patterns of system discrepancies that require escalated research and correction
• Answer phone calls and respond to emails and messages from branch teams in a timely and professional manner
• Provide guidance and oversight of branch certifications to branch employees
• Assist branches with daily activities, including but not limited to stop payments, transaction processing, TCR issues, cashier's checks, account statements, safe deposit box transactions, account restrictions and account maintenance
• Assist with the documentation and verification of customer information and account details
• Assist with IRA research or requests as needed
• Assist in reviewing all branch certifications for accuracy
• Collaborate with other team members to assist in establishing processes and improving operational efficiency.
• Clearly assumes responsibility for tasks and decisions; sets clear objectives and measures; monitors process, progress, and results
• BSA/AML: Duties include knowledge of CIP, OFAC requirements, the Bank's BSA program, and Suspicious Activity reporting
• Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
• Other duties as assigned

Physical/Mental Demands & Work Environment (Both):

The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.

Travel is required. It is primarily local during the business day, and occasionally there will be out-of-area and overnight travel.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.

Requirements

See qualifications above.

Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

For San Francisco Postings, review Fair Chance Ordinance .

CA Privacy Notice to Applicants/Employees

Salary Description

$20.00 - $33.28

About the company

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at [e-mail] or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at [e-mail] or 407-000-0000.