Branch Projects & Operations Lead

Poppy Bank; Santa Rosa (CA); On-site; USD 55,000 - 80,000; Full time

Job summary

Poppy Bank in Santa Rosa, CA is seeking a detail-oriented administrator to support Heads of Branch Banking with reporting, logistics, calendaring, and various duties related to branch leadership. You will work in-office with minimal supervision and handle multiple tasks simultaneously.

The role involves preparing dashboards, assisting with branch openings, coordinating staffing and travel, and supporting client escalations while ensuring compliance with bank policies and regulations.

Qualifications

• Minimum 5 years branch operations experience in banking or financial services.
• Strong organizational and time management skills with ability to prioritize and meet deadlines.

Responsibilities

• Coordinate special projects to ensure on-time, within-budget completion.
• Organize meetings, calendaring, logistics, and prepare materials like slide decks.

Skills

Branch operations

Organizational skills

Time management

Tools

MS Office Suite

Banking software

SharePoint

Job description

Poppy Bank in Santa Rosa, CA is seeking a detail-oriented administrator to support Heads of Branch Banking with reporting, logistics, calendaring, and various duties related to branch leadership. You will work in-office with minimal supervision and handle multiple tasks simultaneously.

The role involves preparing dashboards, assisting with branch openings, coordinating staffing and travel, and supporting client escalations while ensuring compliance with bank policies and regulations.