Branch Ops & Admin Coordinator (Remote-Ready)

Needham Bank; Needham (MA); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Health reimbursement arrangement

401(k) match

Paid time off

Paid holidays

Bonus program

Flexible spending accounts

Vision plan

Life insurance

Disability insurance

Tuition reimbursement

Employee assistance program

Job summary

Needham Bank is seeking a Retail Administration Coordinator to provide centralized operational and administrative support across the retail branch network. The role ensures policy execution, supports sales initiatives, regulatory compliance, reporting, and cross-functional coordination to drive efficiency and client experiences.

You will coordinate day-to-day admin across branches, serve as a central contact for admin requests, maintain calendars and deadlines, and help document SOPs.

Qualifications

• Strong knowledge of retail banking operations (accounts, transactions, service).
• Familiarity with banking regulations, compliance standards, and audits.
• Experience with COCC, CRM systems, and reporting tools.
• Excellent written and verbal communication; detail-oriented with multitasking ability.
• Proficiency in MS Office (Excel, Word, PowerPoint).

Responsibilities

• Coordinate day-to-day administrative activities across the branch network.
• Serve as central contact for branch admin requests and guidance.
• Maintain retail operational calendars, reporting deadlines, and deliverables.
• Support implementation and improvement of retail processes and workflows.
• Identify opportunities to streamline tasks while maintaining controls.
• Document and maintain SOPs and ensure updates are adopted.
• Compile, validate, and distribute recurring reports (sales, service, metrics).
• Track KPIs and elevate trends, risks, or exceptions to Management.
• Coordinate audit preparation and follow-up on findings and action plans.
• Facilitate communication among retail leadership, branches, and IT.

Skills

Retail banking ops

Regulatory compliance

Analytical mindset

MS Office proficiency

Communication skills

Tools

COCC core banking system

CRM platforms

Reporting tools

Job description

Needham Bank is seeking a Retail Administration Coordinator to provide centralized operational and administrative support across the retail branch network. The role ensures policy execution, supports sales initiatives, regulatory compliance, reporting, and cross-functional coordination to drive efficiency and client experiences.

You will coordinate day-to-day admin across branches, serve as a central contact for admin requests, maintain calendars and deadlines, and help document SOPs.