Branch Operations Officer
Listed on 2026-01-17
-
Management
Operations Manager -
Finance & Banking
About The Role Summary
The Branch Operations Officer oversees the daily operations of an assigned branch, ensuring efficiency and compliance. Key responsibilities include supervising the Universal Banker team, managing branch security systems, overseeing office supply inventory, and handling customer‑facing interactions. This role ensures staff adherence to bank policies, regulatory requirements, and accurate, timely transaction processing while delivering an exceptional customer experience. The Branch Operations Officer provides leadership, training, and guidance to maintain a positive and productive work environment.
Staff management duties include hiring, scheduling, approving weekly timecards, and conducting performance evaluations.
- Supervises Universal Banker Team
- Prepares & conducts staff performance reviews and recommends salary adjustments
- Reviews and approves weekly timecards for staff that he/she oversees
- Recruits and hires qualified, talented individuals for open positions
- Opens and closes branches as needed
- Schedules staff shifts, lunches, breaks, and time off
- Oversees branch supply ordering
- Manages branch service vendors
Heel? Actually 'vendors' - just:
Manages branch service vendors and approves vendor invoices for payment - Trains new Universal Bankers at their branch
- Provides on‑going training and support for staff he/she supervises
- Performs all banker and teller related duties as needed
- Delegates tasks appropriately and reviews work for accuracy
- Reviews Branch Certifications to ensure timely completion and submission
- Monitors weekly branch cash shipments to ensure excess funds are shipped out by assigned personnel
- Effectively communicates with the Director of Retail Banking on all Universal Banker branch operations, including matters related to employee performance
- Cooperates with and completes assignments associated with audits and exams in a timely manner
- Assists the Bank Security Officer with branch security including keys, combinations, alarm codes and monthly alarm testing
- Maintains open communication with the Bank Security Officer
- Ensures compliance with all company policies and applicable federal/state regulations, including but not limited to BSA/AML, OFAC, and GLBA/privacy rules
- Performs other duties as assigned
- High School Diploma or General tuy? Actually:
High School Diploma or General Education Degree required - Minimum of three years branch banking experience specifically in teller and New Accounts/CSR departments required
- Minimum of three years supervisory experience
- Strong verbal and written communications skills
- Proficient with Microsoft applications such as Word, Excel, PowerPoint, Outlook, etc. and ability to learn new systems/applications
- Competency in or ability to learn core banking systems. Jack Henry Xperience/Silver Lake Teller experience preferred
- Ability to work with limited supervision
- Ability to maintain a high level of confidentiality and integrity
- Ability to communicate verbally with personnel at all levels перад outside the organization
Errors may have a significant adverse effect on the organization and relations with customers. Additionally, errors may cause adverse regulatory consequences and/or significant financial loss to the organization.
Physical RequirementsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required toeyi? actually: stand; walk; and lift or reach with…
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