Operations Coordinator

About the role

This position involves supervising and supporting tellers to deliver exceptional customer service while ensuring compliance with policies and procedures. The role includes managing daily financial transactions, overseeing operational efficiency, and maintaining security protocols.

Responsibilities

• Supervise tellers, monitor transactional processing, and support bank marketing and cross‑selling efforts.
• Ensure accurate, efficient client transactions and safeguard against fraud and errors.
• Manage cash operations, including vault, ATM, and TCRs, maintaining security and balance.
• Ensure compliance with bank policies, risk management, audit controls, and security procedures.
• Lead the client experience by delivering excellent service, resolving issues, and supporting transactional efficiency.
• Drive sales through cross‑selling and product education, fostering relationships with clients.
• Manage team workflow, schedule staff, coach employees, and conduct performance evaluations.
• Promote staff development through training, meetings, and communication of policies.

Qualifications

• High school diploma or GED required; bachelor’s degree preferred.
• 2–5 years of experience or equivalent.
• Proficiency in Microsoft Office suite.
• No specific licenses or certifications needed.