Retail Operations Specialist I

1st Security Bank of Washington; Mountlake Terrace (WA); On-site; USD 30,000 - 35,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Life insurance

Long-term disability insurance

401K matching

Paid sick and vacation time

Job summary

1st Security Bank of Washington is hiring for a role supporting day-to-day retail branch operations and diverse projects. You will review daily reports, assist with call queues, travel to locations as needed, and handle DocuSign requests.

The job requires strong communication, process improvement, and a focus on customer experience in a fast-paced environment. The position emphasizes core bank operations knowledge, adherence to policies, and the ability to multitask while maintaining accuracy

Qualifications

• At least two years’ experience within a financial institution is preferred.
• Working knowledge of all regulations.
• Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures and related programs.
• Must be bondable.

Responsibilities

• Review and process daily reports for the Retail. Report to manager any identified learning opportunities
• Assists Retail Support by participating in the call queue and inbox for all branch staff.
• Travel to 1st Security Bank locations as needed for staffing needs.
• Process incoming DocuSign requests received from branches
• Ability to explain, implement, and update processes and procedures as directed.
• Ability to identify weaknesses in current bank processes to improve operational efficiency and customer experience.
• Participates in Core Release Testing
• Assist with manual updates to the Core as needed.
• Able to open all new account types, (business, consumer, trusts, estates, etc.)
• Assist with branch reviews to ensure audit remediation adherence
• Knowledgeable in Retail Branch Operations
• Professional oral and written communication skills and follow-up when corresponding with employees and customers.
• Adheres to 1st Security Bank’s Core Values, policies and procedures.
• Ability to multitask, prioritize responsibilities, and maintain organization in a fast-paced environment
• Supports management decisions and goals in a positive, professional manner and always represents the bank with a high level of integrity.
• Ability to work with minimal supervision.
• Performs other duties as assigned.

Skills

Communication skills

Multitasking

Organizational skills

Customer service

Attention to detail

Tools

Microsoft Office

Job description

Join our team! 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams!

If you are the type of individual that would enjoy working at one of thePuget Sound's Best Places to Work for 10 years in a rowand focuseson providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5 star Bank in Washington State by Bauer Financial, an independent bank rating firm.

A GREAT PLACE TO WORK AND BANK

Join our team! 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams!

If you are the type of individual that would enjoy working at one of thePuget Sound's Best Places to Work for 10 years in a rowand focuseson providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5 star Bank in Washington State by Bauer Financial, an independent bank rating firm.

POSITION SUMMARY

Responsible for assisting with the day to day operational oversight of retail branch employees and assisting with diverse and operational projects.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Include the following:

• Review and process daily reports for the Retail. Report to manager any identified learning opportunities
• Assists Retail Support by participating in the call queue and inbox for all branch staff.
• Travel to 1st Security Bank locations as needed for staffing needs.
• Process incoming DocuSign requests received from branches
• Ability to explain, implement, and update processes and procedures as directed.
• Ability to identify weaknesses in current bank processes to improve operational efficiency and customer experience.
• Participates in Core Release Testing
• Assist with manual updates to the Core as needed.
• Able to open all new account types, (business, consumer, trusts, estates, etc.)
• Assist with branch reviews to ensure audit remediation adherence
• Knowledgeable in Retail Branch Operations
• Professional oral and written communication skills and follow-up when corresponding with employees and customers.
• Adheres to 1st Security Bank’s Core Values, policies and procedures.
• Ability to multitask, prioritize responsibilities, and maintain organization in a fast-paced environment
• Supports management decisions and goals in a positive, professional manner and always represents the bank with a high level of integrity.
• Ability to work with minimal supervision.
• Performs other duties as assigned.

BENEFITS AND PERKS

• Full medical, dental, and vision coverage for individual or family plan.

• Life insurance.

• Long-term disability insurance.

• 401K matching program.

• Paid sick and vacation time.

OUR CORE VALUES

• Relationship Driven - we strive to "WOW" (surprise, excite and delight) each other and our customers.

• Ethical - fair, honest and act with integrity.

• Lead by Example - maintain a positive attitude, show respect for others, and have some fun!

• Accountable - we take our responsibilities seriously and we meet our commitments with urgency.

• Team Player - dependable, enthusiastic contributor to team success and to the greater good of the bank.

• Embrace Dreams - we encourage each other to reach for our dreams.

• Diversity - we celebrate diversity and support equality for all.

• Community Oriented - we actively support our communities and the Bank's CRA initiatives.

• Open and Honest Communication - always professional, responsive, and timely.

EDUCATION and/or EXPERIENCE REQUIREMENTS

• At least two years’ experience within a financial institution is preferred.
• Working knowledge of all regulations.
• Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures and related programs.
• Must be bondable.

COMPUTER SKILLS

To perform this job successfully, an individual should be experienced in Microsoft Office Products and have the ability to learn other programs.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The employee will operate in a general office environment, using office equipment such as a phone and a computer.
• The noise level in the work environment is usually quiet to moderate as compared to a private office with light foot traffic and office equipment. The employee must be able and willing and able to interact frequently with the general public.

Salary Range: $21.65 to $25.50 per hour.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.