Operations Specialist - Breckenridge

Operations Specialist

The Operations Specialist is a high-level position that delivers exceptional customer service through identifying customer needs and providing guidance for financial solutions to suit those needs. This position will mentor staff and may act as a back-up for location supervisors within the respective assigned location(s).

Essential Duties/Responsibilities:

• Practices exceptional service with customers using available training programs and measurement tools.
• Uses numerous software applications to accomplish daily tasks and assists with training other employees on these programs as needed.
• Opens and maintains consumer and commercial bank accounts.
• Accurately processes deposits, transfers, withdrawals, and other transactions as needed.
• Provides customer with information on deposit accounts, rates, service charges, restrictions, and other relevant account information.
• Assists with locations audits and scheduling for location.
• Performs safe deposit box entry and exit functions for customers, as needed.
• Ensures adherence to strict policies and procedures for wires and safe deposit boxes.
• Supports in open/closing procedures, as well as operational audits.
• Generates correspondence to secure additional customer information to resolve customer concerns.
• Serves as a resource to operational staff on policies, procedures, guidelines, and compliance.
• Acts as back-up to main location supervisor with certain duties as assigned.
• Gives overrides and audit drawers.
• Assists in training and coaching new and existing staff members.
• Assists with talent management functions along with designated location management.
• Regular and reliable on-site attendance is required as an essential function of this position.
• Performs other duties as assigned.

Job Qualifications:

• Demonstrated excellent written and verbal communication skills and the ability to independently consult with the Bank's Customers.
• Ability to resolve issues, even in escalated situations.
• Highly skilled in problem solving and analytical ability.
• Strong time management skills, managing multiple tasks in a fast-paced environment.
• Strong mathematical and cash handling skills.
• Highly Skilled in Microsoft Office programs and Adobe Acrobat.
• Demonstrated exceptional organizational skills and maintains detailed files and notes for documentation as necessary.
• Advanced understanding and application of banking compliance regulations.
• Advanced knowledge in basic fraud detection and location security.
• Understands and demonstrates the importance of the ability to maintain confidential information.
• Advanced understanding of Alpine Bank products and services.
• Ability to work effectively in a team-oriented environment.
• Composes and submits proper business correspondence to internal and external customers.

Education or Formal Training:

• High School Diploma or General Education Diploma (GED) equivalent required.
• Completion of Alpine Bank Advanced New Accounts training required.
• Dormant status preferred or appropriate course completed within 3 months of hire.
• Possession of, or ability to obtain, a valid State of Colorado Driver's License is required.
• Possession of, or ability to obtain, a valid Notary Public is a plus.

The successful candidate will need to obtain the following training based on availability:

• Alpine Bank Supervisory Training.
• Alpine Bank HR Toolkit.
• Alpine Bank Development Academy – Level 2.
• Commercial Banking Workshop.
• Principles of Banking

Experience:

• A minimum of two (2) years working as a Personal Banking Representative II, Lead CSR or P ; or
• Three (3) years of experience working on frontline at a financial institution, preferred.
• Previous cash handling and/or customer service experience preferred.
• An equivalent combination of education and experience may be substituted on a year-to-year basis.

Working Conditions:

Working Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, filing cabinets, and multifunction printers. There are prolonged periods of standing and/or sitting in a generally fast-paced environment. Some evening and weekend hours will be included. Occasional travel may be required.

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