68,282 Branch Operations jobs in the United States
Branch Operations Manager

Posted 10 days ago
Job Viewed
Job Description
Supervise others working within established operational systems.
Contribute to the development of annual and longer-term business plans; forecast performance against business key performance indicators (KPIs); develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets.
Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Supervise a team providing administrative and service operations support and have deep expertise in the service operations provided by that team.
Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed.
Identify shortcomings in existing processes, systems, and procedures, and use established change management programs to address them.
Work within established procedures to achieve specified goals.
Advise managers how to apply a wide variety of existing procedures and precedents.
Help others get the most out of internal communications systems by offering support and advice.
Keep track of risk parameters, identifying any deviations and reporting them to more senior colleagues. Involves working within established risk management systems.
Track budgets and report variances to more senior colleagues.
Provide coaching to team members to develop their skills.
Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
Skills:
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing appropriate plans or performing necessary actions based on recommendations and requirements.
Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise.
Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making.
Works without supervision and provides technical guidance when required on reviewing and creating relevant, lucid and effective reports.
Identifies, assesses, prioritizes and manages risks without supervision and provides technical guidance when required.
Works independently using comprehensive knowledge and skills while guiding and training others on meeting high customer service standards.
Applies comprehensive knowledge and/or skills to independently engage in strategic planning.
Works with full competence to shift into and out of a mental mindsets associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. Typically works without supervision and may provide technical guidance.
Manages and applies safe systems of work without supervision and provides technical guidance when required.
Negotiates without supervision and provides technical guidance when required on how to help the organization by obtaining consensus between two or more internal or external parties who may have different interests.
Works without supervision while providing technical guidance when required on managing projects and/or programs within desired cost, time and quality parameters.
Works with full competence to orient work in a workflow to plan, organize, and execute the steps it takes to achieve a goal to achieve higher efficiencies. Typically works without supervision and may provide technical guidance.
Branch Operations Manager
Posted 10 days ago
Job Viewed
Job Description
Supervise others working within established operational systems.
Contribute to the development of annual and longer-term business plans; forecast performance against business key performance indicators (KPIs); develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets.
Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Supervise a team providing administrative and service operations support and have deep expertise in the service operations provided by that team.
Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed.
Identify shortcomings in existing processes, systems, and procedures, and use established change management programs to address them.
Work within established procedures to achieve specified goals.
Advise managers how to apply a wide variety of existing procedures and precedents.
Help others get the most out of internal communications systems by offering support and advice.
Keep track of risk parameters, identifying any deviations and reporting them to more senior colleagues. Involves working within established risk management systems.
Track budgets and report variances to more senior colleagues.
Provide coaching to team members to develop their skills.
Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
Skills:
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing appropriate plans or performing necessary actions based on recommendations and requirements.
Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise.
Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making.
Works without supervision and provides technical guidance when required on reviewing and creating relevant, lucid and effective reports.
Identifies, assesses, prioritizes and manages risks without supervision and provides technical guidance when required.
Works independently using comprehensive knowledge and skills while guiding and training others on meeting high customer service standards.
Applies comprehensive knowledge and/or skills to independently engage in strategic planning.
Works with full competence to shift into and out of a mental mindsets associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. Typically works without supervision and may provide technical guidance.
Manages and applies safe systems of work without supervision and provides technical guidance when required.
Negotiates without supervision and provides technical guidance when required on how to help the organization by obtaining consensus between two or more internal or external parties who may have different interests.
Works without supervision while providing technical guidance when required on managing projects and/or programs within desired cost, time and quality parameters.
Works with full competence to orient work in a workflow to plan, organize, and execute the steps it takes to achieve a goal to achieve higher efficiencies. Typically works without supervision and may provide technical guidance.
Branch Operations Manager
Posted today
Job Viewed
Job Description
Job Description
Description:
Kinsley Power Systems, a family-owned business, has led the generator industry in service, sales, and rentals for 60 years. We’re committed to exceeding customer expectations in a workplace that’s enjoyable and rewarding. If you're seeking a growing company that upholds strong family values, fosters a great culture, values your hard work, and offers growth opportunities, look no further—join our Kinsley family!
Are you a strategic and hands-on leader with a passion for operational excellence? We’re seeking a Branch Operations Manager to lead our branch operations, drive performance, and deliver exceptional service. This role offers the opportunity to oversee service operations, manage a talented team, and directly impact customer satisfaction and branch profitability.
Key Responsibilities:
- Lead and manage all operational functions for assigned branch(es), including Field Service Technicians and support staff.
- Hire, train, coach, and develop team members to ensure high performance and engagement.
- Oversee branch facilities, ensuring compliance with OSHA and internal safety standards.
- Develop and execute annual business and financial plans in alignment with company goals.
- Own and manage full P&L responsibilities for your branch(es).
- Ensure excellence in service delivery including scheduling, dispatching, billing, and warranty processing.
- Continuously improve workflows and drive efficiency, productivity, and adherence to company policies.
- Use data and reporting to identify and resolve operational issues, ensuring quality and profitability.
- Manage after-hours emergency services, ensuring readiness and responsiveness.
- Oversee branch fleet operations and maintenance.
- Support and scale service growth by recommending staffing needs and operational strategies.
- Implement and maintain formal operational processes and best practices.
- Evaluate office procedures, schedules, and workflows to optimize performance.
- Support company-wide policy development, strategic planning, and performance improvement initiatives.
- Provide reporting and analysis to support decision-making.
- Act as a key member of the company’s emergency response team as needed.
Preferred Experience:
- Proven experience managing multi-functional service operations
- Strong leadership skills with a track record of team development and performance management
- P&L and budget management experience
- Knowledge of operational best practices, compliance standards, and safety regulations
- Ability to thrive in a fast-paced, customer-focused environment
- Analytical mindset with a continuous improvement focus
Why You’ll Love Working at Kinsley:
- A close-knit, family-first company culture
- A 60-year legacy of leadership in the power systems industry
- Opportunities for growth and advancement
- A supportive, team-oriented environment
- Ongoing investment in your professional development
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
Requirements:
Branch Operations Manager
Posted today
Job Viewed
Job Description
Job Description
Branch Operations Manager based out of Charlotte, NC
Company Overview:
Belt Power LLC is a full service distributor and fabricator specializing in the fulfillment of conveyor system requirements for the processing, manufacturing, and material handling industry. We place an emphasis on providing quality, value added components; as well as local service capabilities to support our customers’ needs. Our product line ranges from all types of conveyor belting, conveying equipment and components, belting accessories, hose and fitting products, plastics, gasket, and power transmission products.
Job Summary:
The Branch Operations Manager oversees Office activities, Production, Facility Management. This is a salaried position with the potential for annual bonus based on branch profitability.
Responsibilities Includes:
- Responsible for handling quotes and orders for outside salespeople and customers.
- Maintains on-time quote and order acknowledgment response time
- Periodically meets with and manages vendors/suppliers
- Product sourcing responsibilities
- Responsible for occasional local customer visits and ride-along with outside sales team (varies depending on branch needs)
- Works with branch belt shop leader/manager to optimize shop production
- Assists with scheduling installs
- Optimizes shop fabrication and workflows
- Oversees shop supply orders and approve
- Reviews inventory levels
- Responsible for initiating (in cases doing the ordering) inventory re-orders.
- Understanding of all shop processes; including shipping, receiving, fabrication, etc.
- Strong understanding of all shop equipment and know how to operate it
- Shop equipment maintenance scheduling and maintenance programs
- Manages other inside salespeople inside the branch. Maintains expected on-time quote and order acknowledgment response time
- Manages shop employees: Belt Shop Manager, Belt Shop Techs, Shipping/Receiving
- Manages and approves work and PTO schedules for branch hourly employees
- Verifies branch hourly employee timecards
- Oversees repairs/upgrades to branch physical structure and facilities for branch
- Responsible for maintaining facility IT equipment, computer system and phone system
- Schedules and coordinates outside contractors needing access to the branch
- Becomes branch single point of contact for intercompany branch communication
- Communicates all branch activities to supervisor
- Performs other duties as assigned
Requirements:
- Organization and prioritization skills; attention to detail
- Highly responsive to and respectful of customer needs
- Attention to detail and observant in discussions with customers
- Strong communication skills written and verbal
- Cold call in person and over the phone with ease
- Competency in Microsoft Office
- Ability to lift up to 50 pounds
- Overtime hours and weekend work may be required
- Overnight travel
- Valid driver’s license and clean driving record
Desired Characteristics:
- Ability and desire to quickly learn new processes and systems
- Reliability, integrity, accuracy, team work, positive attitude, organized, intelligent, proactive, and adaptable
Physical Demands:
The Branch Operations Manager may lift and / or move up to 50 pounds and will require manual dexterity and strength in arms and feet to manipulate equipment controls. Tools, and other items used to make adjustments and/or minor maintenance. Will use hands, arms, back, and shoulders to handle, installs, position, move items, and manipulate other objects. Could be in a sitting, standing, bending, kneeling, or sitting position for long periods of time.
Work Environment:
While performing the duties of this position, the Branch Operations Manager will be regularly exposed to working near moving and mechanical parts and equipment. The noise level in the work environment can be loud.
Position Type and Expected Hours of Work:
This is a full-time position in office, shop, and at the customer site. Typical workdays and hours are Monday through Friday, 8am to 5pm. Frequent travel, overnight, overtime hours, and weekend work may be required.
Pay Range: $90,000 - $110,000
Branch Operations Manager
Posted 23 days ago
Job Viewed
Job Description
At Stewart, we know that success begins with great people. As a Stewart employee, you’ll be joining a company that was named a 2024-2025 Best Company to Work For by U.S. News & World Report, and a 2025 Top Workplace by USA Today. We are committed to helping you own, develop, and nurture your career. We invest in your career journey because we understand that as you grow, so does our company. And our priority is smart growth – by attaining the best people, investing in tools and resources that enable success, and creating a better home for all.
You will be part of an inclusive work environment that reflects the customers we serve. You’ll be empowered to use your unique experiences, passion and skills to help our company and the communities we serve constantly evolve and improve. Together, we can achieve our vision of becoming the premier title and real estate services company.
Stewart is a global real estate services company, providing title insurance, settlement, underwriting, and lender services through our family of companies. To learn more about Stewart, visit stewart.com/about.
More information can be found on stewart.com. Get title industry information and insights at stewart.com/insights. Follow Stewart on Facebook @StewartTitleCo, on Instagram @StewartTitleCo and on LinkedIn @StewartTitle
Job Description
Job Summary
Directly engages in field operations outside of core Escrow and Title Operations; also, includes various leadership roles that support the overall strategy and execution of field-based operations. Responsible for the efficient operation, profitability, supervision of a specific branch(es) or department(s) while assuring customer satisfaction.Job Responsibilities
- Responsible for the efficient operation, profitability, supervision of a specific branch(es) or department(s) while assuring customer satisfaction
- Seen as the individual in charge and serves as the go-to person for a variety of issues needing escalation
- Supervises the day-to-day activities of employees responsible for operational tasks
- Aligns branch goals with business unit goals by monitoring branch metrics and providing recommendations to leadership for change based on branch results
- Provides leadership to managers, supervisors and/or individual contributors
- Accountable for the performance and results of multiple related teams
- Develops departmental plans, including business, production and/or organizational priorities
- Decisions are guided by resource availability and Stewart objectives
- Applies knowledge of key business drivers and the factors that maximize department performance
- Guided by functional or regional business plans, impacts the department results by supporting and funding of projects, products, services and/or technologies Identifies and solves complex, operational and organizational problems leveraging resources within or outside the department
- Persuades managers and leaders to take action and/or negotiates with external partners/vendors/customers
- Manages multiple related teams, sets departmental priorities and allocates resources to align with business objectives and annual plan
Education
- Bachelor’s degree in relevant field preferred
Experience
- Typically requires 8+ years of related work experience
Equal Employment Opportunity Employer
Stewart is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you have a disability and need assistance or an accommodation in the application process, please contact us by email at
Benefits
Stewart offers eligible employees a competitive benefits package that includes, but is not limited to a variety of health and wellness insurance options and programs, paid time off, 401(k) with company match, employee stock purchase program, and employee discounts.
Branch Operations Manager
Posted 27 days ago
Job Viewed
Job Description
At Stewart, we know that success begins with great people. As a Stewart employee, you’ll be joining a company that was named a 2024-2025 Best Company to Work For by U.S. News & World Report, and a 2025 Top Workplace by USA Today. We are committed to helping you own, develop, and nurture your career. We invest in your career journey because we understand that as you grow, so does our company. And our priority is smart growth – by attaining the best people, investing in tools and resources that enable success, and creating a better home for all.
You will be part of an inclusive work environment that reflects the customers we serve. You’ll be empowered to use your unique experiences, passion and skills to help our company and the communities we serve constantly evolve and improve. Together, we can achieve our vision of becoming the premier title and real estate services company.
Stewart is a global real estate services company, providing title insurance, settlement, underwriting, and lender services through our family of companies. To learn more about Stewart, visit stewart.com/about.
More information can be found on stewart.com. Get title industry information and insights at stewart.com/insights. Follow Stewart on Facebook @StewartTitleCo, on Instagram @StewartTitleCo and on LinkedIn @StewartTitle
Job Description
Job Summary
Directly engages in field operations outside of core Escrow and Title Operations; also, includes various leadership roles that support the overall strategy and execution of field-based operations. Responsible for the efficient operation, profitability, supervision of a specific branch(es) or department(s) while assuring customer satisfaction.Job Responsibilities
- Responsible for the efficient operation, profitability, supervision of a specific branch(es) or department(s) while assuring customer satisfaction
- Seen as the individual in charge and serves as the go-to person for a variety of issues needing escalation
- Supervises the day-to-day activities of employees responsible for operational tasks
- Aligns branch goals with business unit goals by monitoring branch metrics and providing recommendations to leadership for change based on branch results
- Provides leadership to managers, supervisors and/or individual contributors
- Accountable for the performance and results of multiple related teams
- Develops departmental plans, including business, production and/or organizational priorities
- Decisions are guided by resource availability and Stewart objectives
- Applies knowledge of key business drivers and the factors that maximize department performance
- Guided by functional or regional business plans, impacts the department results by supporting and funding of projects, products, services and/or technologies Identifies and solves complex, operational and organizational problems leveraging resources within or outside the department
- Persuades managers and leaders to take action and/or negotiates with external partners/vendors/customers
- Manages multiple related teams, sets departmental priorities and allocates resources to align with business objectives and annual plan
Education
- Bachelor’s degree in relevant field preferred
Experience
- Typically requires 8+ years of related work experience
Equal Employment Opportunity Employer
Stewart is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you have a disability and need assistance or an accommodation in the application process, please contact us by email at
Benefits
Stewart offers eligible employees a competitive benefits package that includes, but is not limited to a variety of health and wellness insurance options and programs, paid time off, 401(k) with company match, employee stock purchase program, and employee discounts.
Branch Operations Specialist or Branch Operations Officer
Posted today
Job Viewed
Job Description
Job Type Full-timeDescriptionThis posting is a recruitment for either a Branch Operations Specialist or a Branch Operations Officer, depending upon experience and qualifications. Details of each position are noted below.Summary for Both Positions:Provides personalized banking services to financial institution clients by performing the following duties. This position requires strong knowledge of Banking Operations and is expected to provide leadership, training, and support to staff members. Has an extensive understanding of banking products and services and supports the Branch Manager in promoting Branch growth.Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.Essential Duties and Responsibilities for Both Positions Include the Following:Schedules branch staff to ensure appropriate branch coverageWorks with staff to ensure a positive customer experienceKeeps current with operational standards and procedures, performs and reviews all branch documentation ensuring adherence to policies and proceduresEnsures Branch Certification package is accurate and completeMaintains branch security by coaching and training staff in security procedures. Ensures controls are maintained over items such as keys, combinations, security signals and cash limitsInforms and advises clients of resolution on account disputes and other account activityHandles all daily operational duties and reports such as file maintenance, overdraft reports and other operational dutiesReviews reports for the branch and approves or declines exceptions within established limits in the Transaction Approval Authority matrixPerforms teller duties, opens new accounts, and performs callback of new accounts and file maintenanceReviews new account openings for adherence to published procedures and regulatory requirementsAnswer phones and handles escalated customer service concernsMinimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursedOther duties as assignedBranch Operations Officer Sales Responsibilities:Actively leads team in implementation of sales programs to generate targeted branch deposit growthEvaluates needs of potential clients and offers appropriate financial products and servicesWorks closely with Branch Manager on business customer prospecting / business development, including outside callingProvides ongoing relationship servicing with current clients to maintain goodwill and gain additional businessGenerates new business to assist in meeting established profitability goalsAssists with promotional activities as neededBranch Operations Specialist Leadership/Service:Provide ongoing operational guidance, training, and development of staffRecognizes staff for exceptional customer service, sales, and operationsActively engages staff to cultivate and encourage professional developmentWorks with Branch Manager to set team goals and assist with promotional activitiesActively listens to clients and maintains a friendly, positive, professional attitudeResolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibilityPartners with Branch Manager in customer retention activitiesEvaluates needs of potential clients and offers appropriate financial products and servicesBranch Operations Officer Leadership/Service:Provide ongoing operational guidance, training, and development of staffRecognizes staff for exceptional customer service, sales, and operationsActively engages staff to cultivate and encourage professional developmentWorks with Branch Manager to set team goals and motivates staff to successActively listens to clients and maintains a friendly, positive, professional attitudeResolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibilityPartners with Branch Manager in customer retention activitiesBranch Operations Specialist Supervisory Responsibilities:Expected to manage up to 2 branch employeesProvide ongoing operational guidance, training and development to Client Service Representatives and/or New Account staffResponsible for regularly assessing Client Service Representatives and/or New Account Representative performanceSupports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual EvaluationsActively assist in managing employee schedules and confirming accurate timecardsProcesses Daily Large Transaction report and scans to Compliance Department by established cutoff timeProcesses NSF Exception Items and prints, and files related supporting documents by established cutoff timeApproves transactions for teller staff up to assigned limitProvides supervisor override for transactions requiring supervisor reviewSupports Branch Manager with various assigned dutiesSupports in client situations in the absence of the Branch ManagerBranch Operations Officer Supervisory Responsibilities:Expected to manage up to 5 branch employeesProvide ongoing operational guidance, training, and development to Client Service Representatives and/or New Account staffResponsible for regularly assessing Client Service Representatives and/or New Account Representative performanceSupports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual EvaluationsManage employee schedules and confirm accurate timecardsProcesses Daily Large Transaction report and scans to Compliance Department by established cutoff timeProcesses NSF Exception Items and prints, and files related supporting documents by established cutoff timeApproves large transactions for teller staff up to assigned limitProvides supervisor override for transactions requiring supervisor reviewSupports Branch Manager or his/her back up with various assigned dutiesManages all client matters in the absence of the Branch ManagerBranch Operations Specialist Qualifications:Minimum of 5 years banking experienceMinimum of 2 year's supervisory experienceMinimum 2 years of operations experienceMust be proficient using Word, Excel and Outlook applications and banking programsNotary Public preferredBranch Operations Officer Qualifications:Minimum of 8 years banking experienceMinimum of 4 years supervisory experienceMinimum 4 years of operations experienceMust be proficient using Word, Excel and Outlook applications and banking programsNotary Public preferredPhysical/Mental Demands & Work Environment for Both Positions:The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.RequirementsSee qualifications above. Poppy Bank 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $24.00-$38.61/hour DOE
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Branch Operations Specialist OR Branch Operations Officer
Posted today
Job Viewed
Job Description
This posting is a recruitment for either a Branch Operations Specialist or a Branch Operations Officer, depending upon experience and qualifications. Details of each position are noted below. Summary for Both Positions:Provides personalized banking s Operations, Operations Specialist, Officer, Operation, Client Service, Specialist, Manufacturing
Branch Operations Specialist or Branch Operations Officer
Posted today
Job Viewed
Job Description
Job Type Full-timeDescriptionThis posting is a recruitment for either a Branch Operations Specialist or a Branch Operations Officer, depending upon experience and qualifications. Details of each position are noted below.Summary for Both Positions:Provides personalized banking services to financial institution clients by performing the following duties. This position requires strong knowledge of Banking Operations and is expected to provide leadership, training, and support to staff members. Has an extensive understanding of banking products and services and supports the Branch Manager in promoting Branch growth.Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.Essential Duties and Responsibilities for Both Positions Include the Following:Schedules branch staff to ensure appropriate branch coverageWorks with staff to ensure a positive customer experienceKeeps current with operational standards and procedures, performs and reviews all branch documentation ensuring adherence to policies and proceduresEnsures Branch Certification package is accurate and completeMaintains branch security by coaching and training staff in security procedures. Ensures controls are maintained over items such as keys, combinations, security signals and cash limitsInforms and advises clients of resolution on account disputes and other account activityHandles all daily operational duties and reports such as file maintenance, overdraft reports and other operational dutiesReviews reports for the branch and approves or declines exceptions within established limits in the Transaction Approval Authority matrixPerforms teller duties, opens new accounts, and performs callback of new accounts and file maintenanceReviews new account openings for adherence to published procedures and regulatory requirementsAnswer phones and handles escalated customer service concernsMinimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursedOther duties as assignedBranch Operations Officer Sales Responsibilities:Actively leads team in implementation of sales programs to generate targeted branch deposit growthEvaluates needs of potential clients and offers appropriate financial products and servicesWorks closely with Branch Manager on business customer prospecting / business development, including outside callingProvides ongoing relationship servicing with current clients to maintain goodwill and gain additional businessGenerates new business to assist in meeting established profitability goalsAssists with promotional activities as neededBranch Operations Specialist Leadership/Service:Provide ongoing operational guidance, training, and development of staffRecognizes staff for exceptional customer service, sales, and operationsActively engages staff to cultivate and encourage professional developmentWorks with Branch Manager to set team goals and assist with promotional activitiesActively listens to clients and maintains a friendly, positive, professional attitudeResolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibilityPartners with Branch Manager in customer retention activitiesEvaluates needs of potential clients and offers appropriate financial products and servicesBranch Operations Officer Leadership/Service:Provide ongoing operational guidance, training, and development of staffRecognizes staff for exceptional customer service, sales, and operationsActively engages staff to cultivate and encourage professional developmentWorks with Branch Manager to set team goals and motivates staff to successActively listens to clients and maintains a friendly, positive, professional attitudeResolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibilityPartners with Branch Manager in customer retention activitiesBranch Operations Specialist Supervisory Responsibilities:Expected to manage up to 2 branch employeesProvide ongoing operational guidance, training and development to Client Service Representatives and/or New Account staffResponsible for regularly assessing Client Service Representatives and/or New Account Representative performanceSupports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual EvaluationsActively assist in managing employee schedules and confirming accurate timecardsProcesses Daily Large Transaction report and scans to Compliance Department by established cutoff timeProcesses NSF Exception Items and prints, and files related supporting documents by established cutoff timeApproves transactions for teller staff up to assigned limitProvides supervisor override for transactions requiring supervisor reviewSupports Branch Manager with various assigned dutiesSupports in client situations in the absence of the Branch ManagerBranch Operations Officer Supervisory Responsibilities:Expected to manage up to 5 branch employeesProvide ongoing operational guidance, training, and development to Client Service Representatives and/or New Account staffResponsible for regularly assessing Client Service Representatives and/or New Account Representative performanceSupports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual EvaluationsManage employee schedules and confirm accurate timecardsProcesses Daily Large Transaction report and scans to Compliance Department by established cutoff timeProcesses NSF Exception Items and prints, and files related supporting documents by established cutoff timeApproves large transactions for teller staff up to assigned limitProvides supervisor override for transactions requiring supervisor reviewSupports Branch Manager or his/her back up with various assigned dutiesManages all client matters in the absence of the Branch ManagerBranch Operations Specialist Qualifications:Minimum of 5 years banking experienceMinimum of 2 year's supervisory experienceMinimum 2 years of operations experienceMust be proficient using Word, Excel and Outlook applications and banking programsNotary Public preferredBranch Operations Officer Qualifications:Minimum of 8 years banking experienceMinimum of 4 years supervisory experienceMinimum 4 years of operations experienceMust be proficient using Word, Excel and Outlook applications and banking programsNotary Public preferredPhysical/Mental Demands & Work Environment for Both Positions:The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.RequirementsSee qualifications above. Poppy Bank 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $24.00-$38.61/hour DOE
Branch Operations Specialist or Branch Operations Officer
Posted today
Job Viewed
Job Description
Job Type Full-timeDescriptionThis posting is a recruitment for either a Branch Operations Specialist or a Branch Operations Officer, depending upon experience and qualifications. Details of each position are noted below.Summary for Both Positions:Provides personalized banking services to financial institution clients by performing the following duties. This position requires strong knowledge of Banking Operations and is expected to provide leadership, training, and support to staff members. Has an extensive understanding of banking products and services and supports the Branch Manager in promoting Branch growth.Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.Essential Duties and Responsibilities for Both Positions Include the Following:Schedules branch staff to ensure appropriate branch coverageWorks with staff to ensure a positive customer experienceKeeps current with operational standards and procedures, performs and reviews all branch documentation ensuring adherence to policies and proceduresEnsures Branch Certification package is accurate and completeMaintains branch security by coaching and training staff in security procedures. Ensures controls are maintained over items such as keys, combinations, security signals and cash limitsInforms and advises clients of resolution on account disputes and other account activityHandles all daily operational duties and reports such as file maintenance, overdraft reports and other operational dutiesReviews reports for the branch and approves or declines exceptions within established limits in the Transaction Approval Authority matrixPerforms teller duties, opens new accounts, and performs callback of new accounts and file maintenanceReviews new account openings for adherence to published procedures and regulatory requirementsAnswer phones and handles escalated customer service concernsMinimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursedOther duties as assignedBranch Operations Officer Sales Responsibilities:Actively leads team in implementation of sales programs to generate targeted branch deposit growthEvaluates needs of potential clients and offers appropriate financial products and servicesWorks closely with Branch Manager on business customer prospecting / business development, including outside callingProvides ongoing relationship servicing with current clients to maintain goodwill and gain additional businessGenerates new business to assist in meeting established profitability goalsAssists with promotional activities as neededBranch Operations Specialist Leadership/Service:Provide ongoing operational guidance, training, and development of staffRecognizes staff for exceptional customer service, sales, and operationsActively engages staff to cultivate and encourage professional developmentWorks with Branch Manager to set team goals and assist with promotional activitiesActively listens to clients and maintains a friendly, positive, professional attitudeResolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibilityPartners with Branch Manager in customer retention activitiesEvaluates needs of potential clients and offers appropriate financial products and servicesBranch Operations Officer Leadership/Service:Provide ongoing operational guidance, training, and development of staffRecognizes staff for exceptional customer service, sales, and operationsActively engages staff to cultivate and encourage professional developmentWorks with Branch Manager to set team goals and motivates staff to successActively listens to clients and maintains a friendly, positive, professional attitudeResolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibilityPartners with Branch Manager in customer retention activitiesBranch Operations Specialist Supervisory Responsibilities:Expected to manage up to 2 branch employeesProvide ongoing operational guidance, training and development to Client Service Representatives and/or New Account staffResponsible for regularly assessing Client Service Representatives and/or New Account Representative performanceSupports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual EvaluationsActively assist in managing employee schedules and confirming accurate timecardsProcesses Daily Large Transaction report and scans to Compliance Department by established cutoff timeProcesses NSF Exception Items and prints, and files related supporting documents by established cutoff timeApproves transactions for teller staff up to assigned limitProvides supervisor override for transactions requiring supervisor reviewSupports Branch Manager with various assigned dutiesSupports in client situations in the absence of the Branch ManagerBranch Operations Officer Supervisory Responsibilities:Expected to manage up to 5 branch employeesProvide ongoing operational guidance, training, and development to Client Service Representatives and/or New Account staffResponsible for regularly assessing Client Service Representatives and/or New Account Representative performanceSupports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual EvaluationsManage employee schedules and confirm accurate timecardsProcesses Daily Large Transaction report and scans to Compliance Department by established cutoff timeProcesses NSF Exception Items and prints, and files related supporting documents by established cutoff timeApproves large transactions for teller staff up to assigned limitProvides supervisor override for transactions requiring supervisor reviewSupports Branch Manager or his/her back up with various assigned dutiesManages all client matters in the absence of the Branch ManagerBranch Operations Specialist Qualifications:Minimum of 5 years banking experienceMinimum of 2 year's supervisory experienceMinimum 2 years of operations experienceMust be proficient using Word, Excel and Outlook applications and banking programsNotary Public preferredBranch Operations Officer Qualifications:Minimum of 8 years banking experienceMinimum of 4 years supervisory experienceMinimum 4 years of operations experienceMust be proficient using Word, Excel and Outlook applications and banking programsNotary Public preferredPhysical/Mental Demands & Work Environment for Both Positions:The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.RequirementsSee qualifications above. Poppy Bank 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $25.00-$39.13/hour DOE