Branch Operations Manager

Branch Operations Manager – Job Description

The Branch Operations Manager is responsible for supervising the daily operations of Universal Bankers and performing all levels of the Universal Banker function while maintaining an atmosphere of accuracy, courtesy, and professionalism.

Classification: Full-Time

FLSA Status: Exempt

Department: Operations

Statement of Expectations

Prism Bank expects all employees to comply with the responsibilities of their assigned positions to the highest degree of performance. Expectations include but are not limited to:

• Adhere to the bank’s policies and support management decisions and goals in a positive, professional manner.
• Represent Prism Bank with a high level of integrity and professionalism.
• Maintain knowledge and understanding of banking rules, regulations, laws, and all internal policies and procedures.
• Demonstrate a willingness to adapt to changing business needs and deadlines.
• Maintain a high level of rapport with other departments of the Bank and all co-workers.
• Possess a work ethic that includes neatness and punctuality.
• Exhibit a professional, business-like appearance and demeanor.
• Answer all voicemails and emails within 24 hours of receipt.
• Confer with management concerning questions, procedures, necessary information, form completion, and problem resolutions.
• Complete and attend all required training.
• Maintain satisfactory attendance.
• Maintain confidentiality of sensitive information.
• Follow policies, systems, and controls to ensure compliance with regulations, laws guidance, and internal policies.

Essential Functions

• Effectively motivate, manage, mentor, and retain all Universal Bankers at your branch.
• Observe team to make sure they are having meaningful conversations with our customers.
• Track and record training and competencies.
• Set and measure Universal Banker goals.
• Write annual and 90-day Universal Banker performance evaluations promptly.
• Identify and complete daily CTRs for your branch.
• Attend ongoing management training.
• Track and communicate to the Branch Operations Coordinator the cross-selling of products and services of Universal Bankers monthly.
• Perform branch opening and closing procedures in a manner compliant with our security procedures.
• Greet lobby guests with eye contact and a warm welcome.
• Process paying and receiving transactions, process monetary instruments, change orders, check and debit card orders, address changes, customer disputes, stop payment orders, reset online banking PINS, etc. while maintaining accurate records.
• Review new and existing account maintenance weekly.
• Proficiently operate Prism software platforms.
• Respond to customer needs and priorities and establish meaningful customer relationships.
• Identify cross-sell opportunities to broaden the customer banking relationship.
• Maintain current knowledge and constant compliance with the Bank Secrecy Act (BSA).
• Maintain correct cash limits in the drawer.
• Accurately count and balance drawer daily in compliance with set monthly balancing goals.
• Understand the bank’s funds availability policy and hold deposited funds as needed.
• Accurately fill out hold notices and provide them to customers in the appropriate time allowed.

Additional Responsibilities

• Perform other duties as assigned.

Physical Activities Required to Perform Essential Functions

This is sedentary work that requires the following physical activities:

• Extended periods of sitting or standing as well as typing and repetitive motion.
• Occasional lifting of coin bags, cash drawers, or boxes of 35 lbs.
• May be required occasionally to stoop or kneel.

Working Conditions

• Normal office environment
• Moderate noise level

Knowledge, Skills, and Abilities

• Ability to lead a team with branch sales goals.
• Demonstrates superior customer service skills.
• Excellent verbal, written, and interpersonal communication skills.
• Strong organizational and time management skills.
• Great attention to detail and problem-solving skills.
• Ability to maintain confidentiality at all times.
• Maintain a professional and positive attitude.
• Demonstrate dependability through good attendance and adherence to timelines and schedules.
• Able and eager to continue business skill development.
• Willing to work shift rotations, both location and job duties.

Education and Experience

• High school diploma/equivalent education
• Customer service and cash handling experience
• 3 years of banking experience preferred
• 1 years of supervisor experience required
• 1 years of sales experience preferred
• Supervisory experience required.

Reporting

This position reports to the Branch Operations Coordinator.

Supervisory Responsibility

This role supervises the Universal Bankers.

Work Environment

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

Position Type and Expected Hours of Work

This is a Full-Time position with typical working hours of Monday through Friday, 8:00 am to 6:00 pm, with occasional Saturdays 9:00 am to 12:00 pm. Hours and work shifts may change in accordance with business needs. Exempt employees must have the ability to be on-call and available, as business needs require.

Reasonable Accommodation Statement

To perform this job successfully, an individual must be able to perform each essential duty listed below satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.

AAP/EEO Statement

Prism Bank is an Equal Employment Opportunity Employer. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristics protected by law.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Schedule:

• Monday to Friday

Work Location: In person

Salary : $50,000 - $60,000