Demo

BRANCH OPERATIONS OFFICER

Summit State Bank
Santa Rosa, CA Full Time
POSTED ON 1/30/2025 CLOSED ON 2/1/2025

What are the responsibilities and job description for the BRANCH OPERATIONS OFFICER position at Summit State Bank?

Summit State Bank is an award-winning Community Bank whose core values are based on making a positive impact on our employees, customers, and the communities we serve. Our employees are important to us, we provide rewarding career paths with competitive pay and excellent benefits. If you want to work for a Community Bank that values you and your contributions, we encourage you to apply.

 

We are seeking an experienced and motivated Branch Operations Officer to join our team at our Santa Rosa Main branch. This is a key supervisory role that assists in overseeing daily branch operations and ensures excellent customer service. In this advanced, in-branch position, the Branch Operations Officer directs and assigns daily operational duties, schedules staff, and ensures all activities are completed as required.  The Branch Operations Officer takes on overall branch supervision in the absence of the Branch Manager.  This position is eligible for our incentive program in addition to regular wages.

 

Supervisory

  • Educate staff in bank policies, procedures, tasks, banking regulations, and bank products and services.
  • Ensure appropriate internal controls are in place and practiced mitigating risks.
  • Ensure bank policies and procedures are properly practiced.
  • Review reports and other documentation or computer screens to validate accuracy of activities.
  • Interact with peers to ensure consistency of operational procedures in all branches.
  • Research and resolve issues related to branch operations.
  • Make decisions pertaining to transactions and daily operations which are beyond the authority of teller and new account staff.

 

Cash Management

  • Maintain total branch cash at the lowest limit necessary to meet the needs of the branch, scheduling shipments and cash orders as needed.
  • Ensure cash limits are observed, teller and branch cash is balanced daily, and cash differences are researched and resolved.
  • Ensure that cash is handled in a secure and, when in the public areas of the branch, discrete manner.

 

Customer Relations

  • Provide a welcoming atmosphere and ensure that the highest level of customer service is provided by self and branch staff.
  • Promote bank products and services and ensure that all branch staff promote bank products and services.
  • Oversee and participate in customer retention calling efforts to provide excellent customer service, to cross-sell products and services, and to gain referrals.
  • Perform teller, vault, new account, and item capture duties, as needed.
  • Respond to customer inquiries; research and resolve customer issues.
  • Make overdraft decisions in the absence of or at the direction of the Branch Manager.

 

Administrative

  • Keep Branch Manager informed of significant issues.
  • Keep informed about current and changing operational, legal and regulatory issues which may impact policies and procedures. 
  • Oversee branch facilities issues as directed by the Branch Manager.

 

Branch Reviews

  • Review operational activities of branches for adherence to established procedures and to promote consistency between branches.
  • Document operational reviews performed, report results to management, follow-up for resolution.
  • Work with the Branch Manager to resolve inconsistencies or lack of adherence to procedures.

 

Special Assignments

  • Participate in special assignments such as providing instruction to staff concerning software releases or other subjects, creating and documenting procedures, researching information.
  • May be assigned lead role in products or projects; for example, online banking management, implementation of document imaging, revision of Business Continuity Plan, etc.

 

Other Duties

  • Crosstrain in other duties as directed.
  • Assist with various operational tasks performed in the branch.
  • Callback and approve maintenance completed by branch staff.
  • Approvals on reports indicates an audit was performed, and proper documentation was obtained. (examples: new account setups, vesting changes, change of signers)

 

 

Only candidates with advanced banking knowledge and a minimum of five years of banking experience will be considered. Candidates must have extensive banking experience in the following areas;  cash handling and balancing; customer service; developing customer relationships and business; account analysis; internet banking and bill payment; wire transfers; reconcilement processes; ACH activities; ATM activities; internal controls; regulatory and legal requirements; proficient computer skills; and all other branch operational activities. Candidates must exhibit superior customer service skills and fine attention to detail.

 

Pay Range: $65,000 - $75,000 annually

 

Summit State Bank offers a generous benefits package that supports our employees’ needs. Benefits offered include Medical, Dental, Vision, FSA, Life, AD&D and LTD coverage, employer HSA contributions of up to $4,000 annually, a 401(k) with employer-matching contributions, tuition reimbursement, wellness resources, internal mentorship programs and paid volunteer time off. All full-time positions are eligible for a minimum of three weeks of paid vacation annually.

 

All applicants should apply on our website: https://www.summitstatebank.com/careers.php.

 

Summit State Bank is an Equal Opportunity/Affirmative Action Employer and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Salary : $65,000 - $75,000

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