Branch Operations Specialist

Description

POSITION PURPOSE: A Branch Operations Specialist (BOS) is responsible for ensuring all employees adhere to branch operations guidelines and maintaining smooth and efficient systems according to established policy and procedures. The BOS also creates an exceptional customer experience through product knowledge and service.

KEY ACCOUNTABILITIES, RESPONSIBILITIES AND EXPECTATIONS:

• Ensure operational tasks are followed and completed daily by all Branch employees.
• Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to customers, thereby growing the bank.
• Develop an expansive knowledge of products and services to fulfill customer needs and solve problems daily.
• Execute customer requests with speed and accuracy.
• Understand all aspects of consumer lending in daily and weekly activities; build customer trust and manage relationships throughout the lending process.
• Constantly communicate internally and externally to provide an outstanding customer experience.
• Adhere to regulations, follow policies and procedures to ensure safety and soundness of customers and the bank.
• Dedicate to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization and the team.
• Understand and encourage the use of technology in everyday banking interactions, including teaching customers how to use technology, mobile banking, P2P, and online banking.

Requirements

QUALIFICATIONS, KNOWLEDGE AND SKILLS:

• Minimum 2 or 3 years’ experience in branch banking environment.
• Knowledgeable in all areas of operations; including customer service, new accounts, and lending.
• Excellent oral, written, and presentation skills.
• Detail-oriented with the ability to work under deadlines with frequent interruptions.
• Associate’s Degree preferred.
• High School diploma or equivalent required.

Physical Requirements

WORK INVOLVES:

• Eye strain due to constant use of computer screens, reading of reports, etc.
• Concentration on the matter at hand, under sometimes distracting work conditions.
• Lifting and moving objects up to 50 lbs.
• Ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time.
• Some travel to attend meetings, training, and so forth.

EEO

This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. EOE - Race/Sex/Disability/Veteran