
Branch Operations Lead
- Bellevue, WA
- Permanent
- Full-time
- Assisting customers with their financial needs such as cash withdrawals, deposits, transfers, and loan payment across different platforms (online and mobile)
- Supervising the junior staff in the branch and providing guidance and approvals as needed
- Supporting the Assistant Branch Manager in leading the branch team to achieve sales, service, and operational excellence.
- Demonstrate strong customer service skills to assist customers with their financial needs; resolve escalated client complaints/issues promptly and effectively
- Provide support for branch customers by offering a wide range of bank products and services, including safe deposit box management, merchant/vault and ATM processing, foreign currency exchange and new account opening
- Train junior branch staff to effectively identify referral and sales opportunities and ensure they are compliant with bank policies and procedures.
- Refer customers to Business Relationship Managers and/or Financial Consultants for needs assessment to cross-sell bank products
- Expert in using digital resources and technologies to optimize clients’ digital banking experience
- Inform and educate clients on how to conduct simple transactions through convenient banking options (such as online banking, mobile banking, and ATMs)
- Provide back up support to the Assistant Branch Manager including branch certifications and audits
- Perform other duties as assigned
- High school diploma or general education degree (GED) required; Bachelor’s degree preferred
- 3+ years of customer service, teller, or sales experience within the banking and/or financial service industry
- Strong working knowledge of branch operations required
- Familiarity with standard branch technology and teller equipment
- Strong problem-solving, decision-making, and customer-service skills