Branch Operations Support Specialist

Job Description:

The Branch Operations Support Specialist is a dedicated resource for supporting the operations of the retail banking branches.

Main Job Tasks and Responsibilities:

• Perform regular reporting, on site branch visits, and audits as needed to monitor items such as policy exceptions, losses, outages, etc.


• Review monthly branch self-audits.


• Lead the daily, weekly, and monthly operational reconciliation.


• Perform the duties of primary contact person for internal audit adherence and tasks.


• Complete operational activities while minimizing risks under established policies.


• Orchestrate the transactional duties and Teller cash balancing needs of the bank branches, including management of branch currency needs.


• Provide training and mentorship for new tellers and personal bankers for transactional duties.


• Stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that apply to the position.


• Perform ATM updates, operations, currency replacement, settlement, and balancing of island ATMs, and Card Portal Administration.


• Manage the Instant Issue Operations and cardstock for Instant Issue and Production.


• Update and maintain branch operational procedures.


• Support core applications and operational needs of branches.


• Maintain and update deposit rates, as needed.


• Perform timely New Account document review.


• Review and approve Retail Check provider invoices and reconciliations.


• Additional duties as assigned.

Education and Experience:

• Bachelor’s degree preferred.


• 3-5 years of branch and/or operations experience, or relevant work experience in the financial services industry.


• Knowledge of applicable bank regulations.

Key Competencies:

• Must possess accurate typing, spelling, and grammar skills as well as superior written and oral communication skills.


• Must possess the ability to set priorities, manage tasks and meet deadlines.


• Must be willing and capable of defining problems and taking initiative to propose practical solutions.


• Some travel may be required on an as needed basis to attend training, conferences, and visiting bank branch locations.