Retail Operations Specialist I: Customer Experience Focus

1st Security Bank; Mountlake Terrace (WA); On-site; USD 30,000 - 36,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance

Long-Term Disability

401K Matching

Paid Sick Leave

Paid Vacation

Job summary

1st Security Bank in Mountlake Terrace, WA is seeking a team-oriented individual to assist with day-to-day retail branch operations and support diverse projects. You will review daily reports, assist retail staff, travel to other branches as needed, process DocuSign requests, and help improve processes and customer experience.

Strong communication and ability to multitask are essential. Preferred candidates have at least two years within a financial institution, good knowledge of regulations,

Qualifications

• At least two years’ experience within a financial institution is preferred.
• Working knowledge of all regulations.
• Knowledge of the Bank Secrecy Act and AML policies is preferred.
• Must be bondable.

Responsibilities

• Review and process daily reports for the Retail. Report to manager any identified learning opportunities.
• Assist 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

Retail operations

Communication

Multitasking

Regulatory knowledge

DocuSign

Microsoft Office

Tools

DocuSign

Microsoft Office

Job description

1st Security Bank in Mountlake Terrace, WA is seeking a team-oriented individual to assist with day-to-day retail branch operations and support diverse projects. You will review daily reports, assist retail staff, travel to other branches as needed, process DocuSign requests, and help improve processes and customer experience.

Strong communication and ability to multitask are essential. Preferred candidates have at least two years within a financial institution, good knowledge of regulations,