Branch Operational Specialist
Orrstown Bank, Mechanicsburg, PA, United States
Overview
The Branch Operational Specialist will lead the critical operational tasks within the branch including, but not limited to: oversight of all internal risk processes/procedures, financial center cash management processes, ATM management, and the annual financial center operational review process. This individual will support advanced paying/receiving duties and support the overall service/client experience. In addition, the Branch Operational Specialist will engage in basic conversational discovery with a client, aligning the needs of the client with the appropriate solution recommendation, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment. The Branch Operational Specialist will possess good judgement and decision-making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience.
Qualifications
A high school diploma or equivalent. A minimum of one (1) year experience in related banking positions as well as bank product and services training. Six (6) months of experience in related banking positions as well as bank product and services training maybe considered with the completion of a post-secondary 4-year degree.
Proficient reading, verbal and written communication, mathematical and interpersonal relations skills; adept at cross-selling bank products and services; possess the ability to competently coach and train new hires.
Essential Duties
Assumes leadership and accountability for ensuring sound operational and risk policies and procedures.
Primary oversight of all aspects of branch cash management to include ordering, balancing, and maintaining appropriate cash levels in addition to overall ATM cash management.
Ensures all defined security tasks are completed within the required timeframe, including monthly alarm testing and security training for associates.
In partnership with the Branch Executive Officer/Banking Specialist IV, ensures teller differences and scanning errors are properly managed and communicated in a timely manner.
Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer on a daily basis. In addition, will provide necessary overrides for various transactions in support of sound risk management.
Assists with branch opening and end-of-day processes.
Supports onboarding of new associates within the branch, specifically serving as a mentor/coach for new associates through on the job training/job shadowing.
Through active engagement in client conversation and basic financial need exploration, supports the branch market plan/business plan to support achievement of assigned quarterly and annual goals, specifically identifying referral opportunities for deposit growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
Provides an exceptional client experience during routine paying/receiving transactions by consistently demonstrating the Bank’s core client courtesy standards, supporting the overall client experience sales/service model to assist in client acquisition and retention strategies.
Demonstrates a basic working knowledge of all Bank products, services, and usage channels, to identify client account needs. This knowledge will include a high proficiency in personal accounts with limited proficiency expected for business product types.
Technically proficient in all channels of client delivery to include on-line banking, mobile banking, debit card management, etc.
Supports limited marketing and sales strategies, as identified by the Branch Executive Officer, through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate referrals in support of goal attainment.
Assumes management of all required operational reporting, including monthly security reporting, cash item reconcilement, review of overdrawn accounts, and past due safe deposit boxes.
Assumes management of all retention documents within the branch in adherence with the Bank's defined Retention Policy.
In partnership with the Branch Executive Officer and/or Banking Specialist IV, ensures branch is appropriately staffed at all times to support a positive client experience.
Responsible for understanding the Bank’s BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately.
Satisfactorily completes all required annual regulation, sales and service training.
Other reasonable duties as assigned by supervisor.
#J-18808-Ljbffr
The Branch Operational Specialist will lead the critical operational tasks within the branch including, but not limited to: oversight of all internal risk processes/procedures, financial center cash management processes, ATM management, and the annual financial center operational review process. This individual will support advanced paying/receiving duties and support the overall service/client experience. In addition, the Branch Operational Specialist will engage in basic conversational discovery with a client, aligning the needs of the client with the appropriate solution recommendation, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment. The Branch Operational Specialist will possess good judgement and decision-making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience.
Qualifications
A high school diploma or equivalent. A minimum of one (1) year experience in related banking positions as well as bank product and services training. Six (6) months of experience in related banking positions as well as bank product and services training maybe considered with the completion of a post-secondary 4-year degree.
Proficient reading, verbal and written communication, mathematical and interpersonal relations skills; adept at cross-selling bank products and services; possess the ability to competently coach and train new hires.
Essential Duties
Assumes leadership and accountability for ensuring sound operational and risk policies and procedures.
Primary oversight of all aspects of branch cash management to include ordering, balancing, and maintaining appropriate cash levels in addition to overall ATM cash management.
Ensures all defined security tasks are completed within the required timeframe, including monthly alarm testing and security training for associates.
In partnership with the Branch Executive Officer/Banking Specialist IV, ensures teller differences and scanning errors are properly managed and communicated in a timely manner.
Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer on a daily basis. In addition, will provide necessary overrides for various transactions in support of sound risk management.
Assists with branch opening and end-of-day processes.
Supports onboarding of new associates within the branch, specifically serving as a mentor/coach for new associates through on the job training/job shadowing.
Through active engagement in client conversation and basic financial need exploration, supports the branch market plan/business plan to support achievement of assigned quarterly and annual goals, specifically identifying referral opportunities for deposit growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
Provides an exceptional client experience during routine paying/receiving transactions by consistently demonstrating the Bank’s core client courtesy standards, supporting the overall client experience sales/service model to assist in client acquisition and retention strategies.
Demonstrates a basic working knowledge of all Bank products, services, and usage channels, to identify client account needs. This knowledge will include a high proficiency in personal accounts with limited proficiency expected for business product types.
Technically proficient in all channels of client delivery to include on-line banking, mobile banking, debit card management, etc.
Supports limited marketing and sales strategies, as identified by the Branch Executive Officer, through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate referrals in support of goal attainment.
Assumes management of all required operational reporting, including monthly security reporting, cash item reconcilement, review of overdrawn accounts, and past due safe deposit boxes.
Assumes management of all retention documents within the branch in adherence with the Bank's defined Retention Policy.
In partnership with the Branch Executive Officer and/or Banking Specialist IV, ensures branch is appropriately staffed at all times to support a positive client experience.
Responsible for understanding the Bank’s BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately.
Satisfactorily completes all required annual regulation, sales and service training.
Other reasonable duties as assigned by supervisor.
#J-18808-Ljbffr