Branch Operational Specialist

About the role

The Branch Operational Specialist will lead the critical operational tasks within the branch including but not limited to: oversight of all internal risk processes/procedures, financial center cash management processes, ATM management, branch schedule, and the annual financial center operational review process. This individual will support advanced paying/receiving duties and support the overall service/client experience.

Responsibilities

• Primary oversight of all aspects of branch cash management to include ordering, balancing, and maintaining appropriate cash levels in addition to overall ATM cash management.
• Ensures all defined security tasks are completed within the required timeframe, including monthly alarm testing and security training for associates.
• Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer on a daily basis.
• Provides necessary overrides for various transactions in support of sound risk management.
• Aids in branch opening and end-of-day processes.
• Supports onboarding of new associates within the branch, specifically serving as a mentor/coach for new associates through on the job training/job shadowing.
• Through active engagement in client conversation and basic financial need exploration, supports the branch market plan/business plan to support achievement of assigned quarterly and annual goals, specifically identifying referral opportunities for deposit growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
• Provides an exceptional client experience during routine paying/receiving transactions by consistently demonstrating the Bank’s core client courtesy standards, supporting the overall client experience sales/service model to assist in client acquisition and retention strategies.
• Demonstrates a basic working knowledge of all Bank products, services, and usage channels, to identify client account needs. This knowledge will include a high proficiency in personal accounts with limited proficiency expected for business product types.
• Technically proficient in all channels of client delivery to include on-line banking, mobile banking, debit card management, etc.
• Supports limited marketing and sales strategies, as identified by the Branch Executive Officer, through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate referrals in support of goal attainment.
• Assumes management of all required operational reporting, including monthly security reporting, cash item reconcilement, review of overdrawn accounts, and past due safe deposit boxes.
• Assumes management of all retention documents within the branch in adherence with the Bank's defined Retention Policy.
• Partnership with the Branch Executive Officer and/or Banking Specialist IV, ensures branch is appropriately staffed at all times to support a positive client experience.
• Responsible for understanding the Bank’s BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately.
• Satisfactorily completes all required annual regulation, sales and service training.
• Coordinate specific work tasks with personnel from applicable departments to ensure the smooth and efficient flow of information; report pertinent information to immediate supervisor; compile information as necessary or directed and provide data to appropriate Bank personnel; respond to inquiries relating to the particular area and requests from clients, other Bank personnel, etc., within given time frames and established policy.
• Attend regularly scheduled coaching and counseling sessions held by supervisor/mentor to achieve the outcome of improved communication, action plan development, positive feedback, and performance improvement.
• Absorb by the current laws and organizational policies and procedures designed and implemented to promote an environment that is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace; support risk management practices and overall safety and soundness and the Bank’s compliance with all regulatory requirements.
• Perform tasks that are supportive in nature to the essential functions of the job which may be altered or redesigned depending on individual circumstances.
• Regular and predictable attendance; perform other duties as assigned or directed.

Qualifications

• A high school diploma or equivalent.
• A minimum of one (1) year experience in related banking positions as well as bank product and services training.
• Six (6) months of experience in related banking positions as well as bank product and services training maybe considered with the completion of a post-secondary 4-year degree.
• Proficient reading, verbal and written communication, mathematical and interpersonal relations skills; adept at cross-selling bank products and services; possess the ability to competently coach and train new hires.