Demo

Bank Branch Operations Specialist

AppleOne Employment Services
Fremont, CA Full Time
POSTED ON 2/13/2025
AVAILABLE BEFORE 5/11/2025

Key Responsibilities :

Branch Operations & Compliance

  • Schedule and manage branch staff to ensure proper coverage.
  • Maintain compliance with all bank policies, procedures, and federal regulations.
  • Keep current with operational standards and review all branch documentation for accuracy.
  • Ensure the Branch Certification package is accurate and complete.
  • Oversee security procedures, including cash limits, keys, and alarm systems.
  • Handle daily operational duties such as file maintenance, overdraft reports, and transaction approvals.

Customer Service & Sales Support

  • Provide a positive customer experience, resolving account disputes with professionalism.
  • Perform teller duties, open new accounts, and conduct quality control reviews.
  • Assist with client retention activities alongside the Branch Manager.
  • Evaluate client needs and offer appropriate financial products and services.
  • Leadership & Training

  • Supervise up to two branch employees, providing training, coaching, and development.
  • Assist with performance management, including mid-year and annual evaluations.
  • Recognize staff for outstanding customer service, sales, and operational excellence.
  • Manage employee schedules and confirm accurate timecards.
  • Qualifications :

  • Minimum 5 years of banking experience (including 2 years in operations).
  • Minimum 2 years of supervisory experience in a branch environment.
  • Proficiency in Word, Excel, Outlook, and banking software.
  • Strong knowledge of banking regulations, compliance, and security procedures.
  • Notary Public certification preferred.
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