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Operations Specialist - Dillon
Job in
Dillon, Summit County, Colorado, 80435, USA
Listed on 2026-08-05
Listing for:
Alpine Bank (CO)
Full Time
position Listed on 2026-08-05
Job specializations:
-
Finance & Banking
Bank Customer Service, Banking Operations
Job Description & How to Apply Below
General Purpose
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
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Practices exceptional service with customers using available training programs and measurement tools (ie. Alpine Way/CARE/Mystery Shops standards).
* 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.
Employees are held accountable for all duties of this job.
Job Qualifications
Knowledge, Skills, and Ability:
* 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…
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