Demo

Bank Branch Operations Specialist

AppleOne Employment Services
Milpitas, CA Full Time
POSTED ON 3/2/2025
AVAILABLE BEFORE 3/21/2025

Key Responsibilities:

  • Manage Branch Operations and Compliance.
  • Schedule and manage staff to ensure proper branch coverage.
  • Maintain compliance with all bank policies, procedures, and federal regulations.
  • Review operational standards and verify the accuracy of all branch documentation.
  • Oversee security procedures, including cash limits, keys, and alarm systems.
  • Perform daily operational duties such as file maintenance, overdraft reports, and transaction approvals.

Customer Service & Sales Support:

  • Provide exceptional customer experiences and resolve account disputes in a professional manner.
  • Assist with teller duties, open new accounts, and conduct quality control reviews.
  • Evaluate client needs and offer suitable financial products and services.

Leadership & Training:

  • Supervise up to two branch employees, providing training, coaching, and development opportunities.
  • Assist with performance management, including mid-year and annual evaluations.
  • Recognize staff for outstanding customer service, sales, and operational excellence.

Qualifications:

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

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