Branch Operations Specialist

We are seeking a Branch Operations Specialist for a direct hire opportunity in Millbrae, CA. This role is ideal for an experienced banking operations professional who enjoys leading branch teams, supporting customer relationships, maintaining compliance, and ensuring smooth day-to-day branch performance.

The Branch Operations Specialist will support branch leadership by providing operational guidance, staff training, customer service escalation support, and hands-on assistance with teller functions, new accounts, transaction approvals, reporting, and branch documentation.

This is a strong opportunity to join a professional banking environment that values teamwork, service excellence, leadership development, operational accuracy, and community involvement.

This position requires the ability to float to various branches as needed and is well suited for someone who is adaptable, customer-focused, detail-oriented, and comfortable serving as a trusted resource for branch staff.

• Support daily branch operations, including teller functions, new account opening, file maintenance, account reviews, transaction approvals, and operational reporting.
• Provide leadership, coaching, training, and development to branch staff while helping maintain strong customer service and operational performance.
• Ensure compliance with internal bank policies, procedures, security standards, branch certification requirements, and applicable state and federal banking regulations.
• Manage branch scheduling support, review timecards, assist with staffing coverage, and help maintain appropriate branch workflow.
• Handle escalated customer service concerns, account disputes, overdraft reports, NSF exception items, and daily large transaction reporting.
• Partner with the Branch Manager on customer retention, branch growth initiatives, business development support, promotional activities, and staff performance management.

• Pay range: $25 to $39.13 per hour.
• Job type:
  Direct hire.
• Location:
  
  Millbrae, CA.
• Must be able to travel and float to various branches as needed.
• Minimum of 10 hours of CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours, are compensable, and mileage is reimbursed.

• Support daily banking operations, transaction approvals, new accounts, file maintenance, reporting, and branch documentation.
• Provide operational leadership, staff training, scheduling support, and service escalation assistance.
• Ensure adherence to banking policies, procedures, security controls, and regulatory requirements.
• Assist the Branch Manager with customer retention, branch growth, employee development, and operational oversight.
• Minimum of 5 years of banking experience.
• Minimum of 2 years of supervisory experience.
• Minimum of 2 years of banking operations experience.
• Strong knowledge of branch banking operations, teller functions, new accounts, documentation review, and customer service standards.
• Proficiency with Microsoft Word, Excel, Outlook, and banking systems or banking programs.
• Ability to supervise and support up to 2 branch employees, including Client Service Representatives and/or New Account staff.
• Ability to approve transactions within assigned limits and provide supervisor overrides when required.
• Strong understanding of branch security procedures, cash controls, keys, combinations, security signals, and operational risk controls.
• Excellent communication, coaching, problem-solving, and customer service skills.
• Ability to resolve difficult client situations with professionalism, tact, diplomacy, and sound judgment.
• Must be able to travel to assist branches as needed.

• Notary Public certification preferred.
• Prior experience supporting branch sales initiatives, deposit growth, promotional activities, or business customer prospecting preferred.
• Experience in a community banking, retail banking, or consumer lending branch environment preferred.

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-_Know Your Rights
6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%.pdf

For temporary assignments lasting 13 weeks or longer, Apple One is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

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