Senior Branch Specialist

About the role

We are looking for passionate, impact players, and changemakers to join our success story while taking our company to new heights. Come join us and become immersed in our best-in-class, team-oriented type of culture -where every employee can learn, grow and thrive. This is our inspiration!

Responsibilities

• Customer Experience:
  • Responsible for branch development and tending to VIP clients. Interact with clientele daily via email, phone or at the branch with questions and concerns.
  • Ensures excellent customer service skills are practiced by all the staff members.
• Leadership:
  • Affords to assist in overseeing and executing daily branch operations, ensuring accuracy, efficiency, and compliance.
  • Serves as a point of contact for operational inquiries and problem resolution.
  • Makes sure internal controls, policies, and regulatory requirements are adhered to.
  • Collaborates with internal departments to support branch needs and resolve operational issues.
  • Affords to train and mentor junior staff on operational procedures and best practices.
  • Prepares and reviews reports related to branch performance, compliance, and operational metrics.
  • Participates in audits, risk assessments, and other quality assurance activities.
• Strategic Planning:
  • Develops strategies for establishing partnerships and business relationships to market the banks products and services with current clients and prospects to keep the business and deposit base growing.
  • Prepares, analyzes, and reviews account opening process and ensures documentation is conformant with compliance and in accordance with the BSA program.
• Regulatory:
  • Adheres to the bank’s BSA/AML policy and procedures.
  • Ensures Currency Transaction Reports or Suspicious Activity Reports are accurately completed for all reportable transactions in a timely manner and submitted to the BSA Department in accordance with the BSA Program.
  • Obtains required information and copies of required documents for the purchase of monetary instruments in accordance with the BSA Program.

Qualifications

• Bachelor's (B.A.) or Master's (M.A.) in business administration, accounting or finance required or equivalent work experience.
• Minimum of five years of experience in customer service and/or sales, or banking, preferably in a client-facing role with measurable performance goals.
• Strong interpersonal skills with a customer-first mindset, ability to build relationships and identify client needs.
• Willingness to learn banking regulations, operations, procedures, and compliance standards through on-the-job training.
• Basic Computer Skills, Advanced Skills with Microsoft Office and banking software systems.

Competencies

• Partnership-Oriented: Ability to build and maintain collaborative relationships, fostering trust and mutual respect to achieve shared goals. Effective communication & Adaptability. Enhance Service Delivery. Conflict Resolution. Giving & Receiving feedback. Valuing Diversity.
• Business Acumen/Sophistication: Understand and apply business principles, concepts, KPIs, and strategies to make informed decisions to contribute to organizational success. Strategic & Critical Thinking. Solutions-Driven. Decision Making.
• Customer-Centric: Have a business-driven mindset, prioritizing customer’s needs. Problem-Solving. Growth Mindset. Aligning individual and department goals with bank’s business objectives. Omnichannel communication while maintaining personalized service. Client excellence.
• Innovative: Thinking outside the box and developing new ideas to improve ways of working. Ability to work with emerging technologies. Digital Transformational Mindset. Resource allocation. Technical Skills. Change Management. Continuous Learning. Transformational creativity. Agility & Flexibility. Automation & Process Optimization.
• Regulatory & Risk Management: Adapting to changing regulations with sound risk management. Analytical. Integrity & Rule Compliance. Regulatory Governance. Financial Crime Prevention. Operational Risk Avoidance. Risk-Aware Mindset. Cybersecurity. Corporate Social Responsibility.
• Hands-On: Being proactive to rapidly deliver high-quality results. Acquiring skills & knowledge through practical and active engagement. Real-world application. Lifelong Learner. Being curious and eager to develop skillset. SMART Goal Setting, Time Management. Proficiency. Training & Upskilling.
• Accountability: Taking responsibility and ownership. Fostering Trust. High Performance. Follow Through. Set Clear Expectations. Provide Resources & Coaching. Measuring work output. Process-Driven. Results-Oriented. Consistency. Lead by Example. Self-Management.
• Sustainable Performance: Communicating effectively. Integrated Business Excellence. Drive sustainable growth. Value Creation & Long-Term Thinking. Stakeholder Inclusion. Corporate Purpose & Values Alignment. Impact Assessment. Operational Resilience & Crisis Management. Operational Excellence. Adaptability.

Benefits

• Medical/Rx/Dental/Vision - 100% covered by the Bank for all employees; eligible family members covered by employees at a group’s rate
• Short Term & Long Term Disability, as well as Group Term Life insurance of twice the annual salary fully covered by Helm Bank USA; no expense to the employee
• Competitive first-level PTO and other time-off policies
• Company 401(k) plan with employer match of 100% of up to 5% of eligible compensation
• Supplemental optional benefits such Voluntary Life insurance, Hospital Indemnity, Critical Illness, Accident Insurance, and Cancer Insurance
• Flexible Spending Accounts
• Company-sponsored training and professional development opportunities