Operations Officer

About the Role

The Operations Officer performs Universal Banker duties and oversees day-to-day operations of Universal Bankers to ensure exceptional customer service and properly implemented security measures.

Responsibilities

• Opens/closes branch daily, prepares employee schedules and workflows.
• Monitors branch cash general ledger accounts and recap sheet to ensure balance within stated cash limit.
• Monitors branch proof adjustment general ledger suspense account and clears entries.
• Ensures daily processing of customer transactions and branch capture, including mail deposits and night depository transactions.
• Ensures proper internal controls and compliance with all bank regulatory requirements.
• Ensures branch employees properly handle confidential information, including passwords.
• If the branch has an on-site ATM, ensures ATM is balanced and troubleshoots problems.
• Ensures branch facilities are maintained by communicating needs with facility management.
• Serves as security officer under the direction of Branch Manager by preparing and conducting monthly security meetings and ensuring all branch employees are knowledgeable of security equipment and procedures.
• Serves as a mentor to Universal Bankers and works with Branch Manager to provide counseling when needed, including proper documentation and follow-up.
• Works with Branch Manager to deploy resources that optimize individual/team performance.
• Assumes the role of Branch Manager when he/she is unavailable.
• Performs additional duties as defined in Universal Banker job description and other duties/special projects as assigned.

Requirements

• High School diploma or equivalent and 2-5 years of consumer banking experience.
• Platform and/or teller supervision and cash handling experience.
• Knowledge of Regulatory and Compliance Laws and ability to maintain confidentiality.
• Excellent customer service and written/oral communication skills.
• Understanding of sales management processes and the importance of profiling and cross-selling.
• Ability to multi-task, problem solve, mentor, delegate, and work independently or as a team.
• Skilled in applicable software applications and office equipment.
• Excellent attention to detail and ability to use Intranet/Internet to research and execute.

Essential Mental & Physical Requirements

• Ability to travel if required to perform the essential job functions.
• Ability to work under stress and meet deadlines.
• Ability to read and interpret documents if required to perform the essential job functions.
• Prolonged periods of sitting at a desk and working on a computer may be required.
• Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to meet this requirement and can be accommodated without causing undue hardship, the requirement may be omitted.