Operations Specialist - Breckenridge

About the Role

The Operations Specialist is a high-level position that delivers exceptional customer service by identifying customer needs and providing guidance for financial solutions. This role mentors staff and may act as a back-up for location supervisors within assigned locations.

Responsibilities

• Practice exceptional service with customers using available training programs and measurement tools (e.g., Alpine Way/CARE/Mystery Shops standards).
• Use numerous software applications to accomplish daily tasks and assist with training other employees on these programs as needed.
• Open and maintain consumer and commercial bank accounts.
• Accurately process deposits, transfers, withdrawals, and other transactions.
• Provide customers with information on deposit accounts, rates, service charges, restrictions, and other relevant account details.
• Assist with location audits and scheduling.
• Perform safe deposit box entry and exit functions for customers, as needed.
• Ensure adherence to strict policies and procedures for wires and safe deposit boxes.
• Support open/closing procedures, as well as operational audits.
• Generate correspondence to secure additional customer information to resolve concerns.
• Serve as a resource to operational staff on policies, procedures, guidelines, and compliance.
• Act as back-up to the main location supervisor with assigned duties, including giving overrides and auditing drawers.
• Assist in training and coaching new and existing staff members.
• Assist with talent management functions along with designated location management.
• Regular and reliable on-site attendance is required.
• Perform other duties as assigned.

Requirements

• High School Diploma or General Education Diploma (GED) equivalent required.
• Completion of Alpine Bank Advanced New Accounts training required.
• Dormant status preferred or appropriate course completed within 3 months of hire.
• Possession of, or ability to obtain, a valid State of Colorado Driver’s License is required.
• Possession of, or ability to obtain, a valid Notary Public is a plus.
• A minimum of two (2) years working as a Personal Banking Representative II, Lead CSR, or PBR; or three (3) years of experience working on the frontline at a financial institution, preferred.
• Previous cash handling and/or customer service experience preferred.
• An equivalent combination of education and experience may be substituted on a year-to-year basis.

Skills

• Demonstrated excellent written and verbal communication skills.
• Ability to resolve issues, even in escalated situations.
• Highly skilled in problem-solving and analytical ability.
• Strong time management skills, managing multiple tasks in a fast-paced environment.
• Strong mathematical and cash handling skills.
• Highly skilled in Microsoft Office programs and Adobe Acrobat.
• Exceptional organizational skills and ability to maintain detailed files and notes for documentation.
• Advanced understanding and application of banking compliance regulations.
• Advanced knowledge in basic fraud detection and location security.
• Ability to maintain confidential information.
• Advanced understanding of Alpine Bank products and services.
• Ability to work effectively in a team-oriented environment.
• Ability to compose and submit proper business correspondence to internal and external customers.

Training

The successful candidate will need to obtain the following training based on availability:

• Alpine Bank Supervisory Training.
• Alpine Bank HR Toolkit.
• Alpine Bank Development Academy – Level 2.
• Commercial Banking Workshop.
• Principles of Banking.

Working Conditions

This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, filing cabinets, and multifunction printers. There are prolonged periods of standing and/or sitting in a generally fast-paced environment. Some evening and weekend hours will be included. Occasional travel may be required.

• Physical demands include standing for long periods, good eyesight and hand/finger dexterity, and the ability to remain calm and professional with upset customers.
• May spend significant time doing computer work, with repetitive motion likely.
• Regularly required to talk and hear.
• Specific vision abilities required include close vision, distance vision, color vision, and ability to adjust focus.
• May need to lift up to 75 pounds.

Pay

Starting rate of pay is from $26.50 to $31.50 per hour, depending on experience.

Benefits

For an overview of employee benefits, please visit: Alpine Bank Careers Page.