Retail Operations Specialist

About the role

The Retail Operations Specialist supports daily branch operations, including processing transactions, maintaining accurate records, and ensuring compliance with bank policies and procedures.

Responsibilities

• Assist customers at the branch
• Support sales initiatives
• Maintain accurate records and ensure compliance with bank policies and procedures
• Resolve operational issues and improve efficiency
• Implement process improvements
• Communicate clearly with customers and colleagues
• Use analytical insights to inform decisions
• Maintain a high level of service and professionalism

Qualifications

• High school diploma, GED, or equivalent
• Minimum 1 year of cash handling experience
• Minimum 1 year of banking experience
• Minimum 3 years of customer service experience
• Strong numerical aptitude and attention to detail
• Excellent verbal and written communication skills
• Ability to work independently and as part of a team
• Customer-first mindset with a proactive and solution-oriented approach
• Ability to work onsite at Bison State Bank (9201 Ward Parkway, Kansas City, MO)

Preferred

• College degree or coursework in finance, business, or related field
• Retail sales or cross-selling experience
• Familiarity with banking or financial software systems
• ACH and/or Treasury Management experience
• Strong Retail Operations skills, including transaction processing, branch procedures, and compliance with banking policies
• Analytical Skills to review data, identify trends, solve operational issues, and support process improvements
• Effective Communication skills to interact with customers, colleagues, and leadership in a clear, professional manner
• Proven Customer Service skills with a focus on relationship-building, issue resolution, and a positive client experience
• Sales skills to support branch growth, cross-sell products, and contribute to retail banking targets
• Attention to detail and accuracy in handling cash, documentation, and system entries
• Ability to work on-site in a collaborative team environment and adapt to changing priorities