Branch Operations Specialist (Floater) OR Branch Operations Officer (Floater)

• Schedules branch staff to ensure appropriate branch coverage
• Works with staff to ensure a positive customer experience
• Keeps current with operational standards and procedures, performs and reviews all branch documentation ensuring adherence to policies and procedures
• Ensures Branch Certification package is accurate and complete
• Maintains branch security by coaching and training staff in security procedures. Ensures controls are maintained over items such as keys, combinations, security signals and cash limits
• Informs and advises clients of resolution on account disputes and other account activity
• Handles all daily operational duties and reports such as file maintenance, overdraft reports and other operational duties
• Reviews reports for the branch and approves or declines exceptions within established limits in the Transaction Approval Authority matrix
• Performs teller duties, opens new accounts, and performs callback of new accounts and file maintenance
• Reviews new account openings for adherence to published procedures and regulatory requirements
• Answer phones and handles escalated customer service concerns
• Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
• Other duties as assigned

• Actively leads team in implementation of sales programs to generate targeted branch deposit growth
• Evaluates needs of potential clients and offers appropriate financial products and services
• Works closely with Branch Manager on business customer prospecting / business development, including outside calling
• Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business
• Generates new business to assist in meeting established profitability goals
• Assists with promotional activities as needed

• Provide ongoing operational guidance, training, and development of staff
• Recognizes staff for exceptional customer service, sales, and operations
• Actively engages staff to cultivate and encourage professional development
• Works with Branch Manager to set team goals and assist with promotional activities
• Actively listens to clients and maintains a friendly, positive, professional attitude
• Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility
• Partners with Branch Manager in customer retention activities
• Evaluates needs of potential clients and offers appropriate financial products and services

• Provide ongoing operational guidance, training, and development of staff
• Recognizes staff for exceptional customer service, sales, and operations
• Actively engages staff to cultivate and encourage professional development
• Works with Branch Manager to set team goals and motivates staff to success
• Actively listens to clients and maintains a friendly, positive, professional attitude
• Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility
• Partners with Branch Manager in customer retention activities

• Expected to manage up to 2 branch employees
• Provide ongoing operational guidance, training and development to Client Service Representatives and/or New Account staff
• Responsible for regularly assessing Client Service Representatives and/or New Account Representative performance
• Supports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual Evaluations
• Actively assist in managing employee schedules and confirming accurate timecards
• Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
• Processes NSF Exception Items and prints, and files related supporting documents by established cutoff time
• Approves transactions for teller staff up to assigned limit
• Provides supervisor override for transactions requiring supervisor review
• Supports Branch Manager with various assigned duties
• Supports in client situations in the absence of the Branch Manager

• Expected to manage up to 5 branch employees
• Provide ongoing operational guidance, training, and development to Client Service Representatives and/or New Account staff
• Responsible for regularly assessing Client Service Representatives and/or New Account Representative performance
• Supports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual Evaluations
• Manage employee schedules and confirm accurate timecards
• Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
• Processes NSF Exception Items and prints, and files related supporting documents by established cutoff time
• Approves large transactions for teller staff up to assigned limit
• Provides supervisor override for transactions requiring supervisor review
• Supports Branch Manager or his/her back up with various assigned duties
• Manages all client matters in the absence of the Branch Manager

• Minimum of 5 years banking experience
• Minimum of 2 year's supervisory experience
• Minimum 2 years of operations experience
• Must be proficient using Word, Excel and Outlook applications and banking programsNotary Public preferred
• Must be able to travel to assist branches as needed

• Minimum of 8 years banking experience
• Minimum of 4 years supervisory experience
• Minimum 4 years of operations experience
• Must be proficient using Word, Excel and Outlook applications and banking programs
• Notary Public preferred
• Must be able to travel to assist branches as needed

Poppy Bank