Job Title: Branch Operations Specialist / Officer Floater
Location: Petaluma, CA.
Job Type: Full-time, On-site
Status: Interviewing Immediately
About the Opportunity
Are you an operations expert with a knack for leadership and compliance?
Dexian is partnering with one of the best growing California banks to find a detail-oriented and experienced Branch Operations Leader for their Petaluma, CA location.
Must be able to float to various branches as needed. 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 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
Branch Operations Specialist Supervisory Responsibilities:
- 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
Branch Operations Officer Supervisory Responsibilities:
- 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
Branch Operations Specialist Qualifications:
- 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 programs
- Notary Public preferred
- Must be able to travel to assist branches as needed
Branch Operations Officer Qualifications:
- 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
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability
