Branch Administration Specialist
Listed on 2025-12-18
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Administrative/Clerical
Business Administration, Office Administrator/ Coordinator -
Finance & Banking
Business Administration, Office Administrator/ Coordinator
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Location:
New York, NY, US, 10004
Company:
Popular
Workplace Type:
Hybrid
We are seeking a Branch Administration Specialist for our Core Branch Administration Team who can combine strong analytic capabilities, database skills and exceptional communication skills to help drive operational efficiency in retail branch locations. Branch Administration Specialists provide ongoing support to Branch Administration Support Team in creating, distributing and analyzing information, as well as identifying and leading process improvement initiatives to further enhance branch processes.
In addition to standard Branch Administration functions, this Branch Administration Specialist role will have a primary function supporting processes related to the Customer Information Systems (CIS) function. This position is responsible for the professional administrative work consisting of the quality review, coordination and maintenance of the Bank’s Customer Information System records. The incumbent in the position is responsible for the ongoing support to recognize and prevent future inaccurate, incomplete and/or non-standard CIS records.
To ensure high quality Bank records, this employee will work directly with the host systems and branch network to perform corrections, instruction and oversight.
Customer Information Systems (CIS) Coordinator Duties:
- Review host and exception reports to ensure information is accurate and within the standard format. Correct as required
- Document reviews and changes and maintain change records
- Conduct quality review, coordination and maintenance of the Bank’s Customer Information System records
- Follow up with Branch Personnel to determine training requirements, process issues, etc.
- Follow up with Regional Management/Branch Administration Support on issues, errors and concerns
- Prepare regular branch communication articles addressing legal title and CIS requirements in bi-weekly format and/or Special Bulletins as required
- Work with members of the Core Branch Administration team in support of the PB Forms Repository
- Review requests received for new/updated/sunset forms requests as required
- Maintain inventory with most recent approved forms
- Document reviews and changes and maintain change records related to PB Forms Repository archive
- Work with business units to ensure all forms are maintained and updated as needed
- Conduct business process analysis and research to improve internal controls to mitigate risk and reduce losses, enhance operational quality and maintain department’s internal controls and reporting of trends, exceptions, and other operational metrics/functions
- Provide consultative support to Branch Administration Support team, Quality Assurance and business units for all branch system applications and processes. Conduct application testing when necessary
- Assist in analysis and data collection for Audit and Exam requests and reviews
- Assist in preparation of regular branch communications and special bulletins
- Serve as backup for other Core Branch Administration functions (i.e., Methods & Procedures, Forms Repository, Money Desk Cash Ordering and IRD process, etc.) as necessary
- Additional projects and tasks as defined by the management team as applicable
- Bachelor’s Degree required, preferably with a financial or business-related specialty
- 3-5 years related experience in banking, compliance or audit.
- Knowledge of banking products/services, policies, procedures and regulations.
- Proven oral and written communication skills with 2-5 years experience in Technical Writing or procedure design
- High-level expertise with Microsoft Office suite (Excel, PowerPoint, Visio, and Project) and experience with reporting tools (i.e. Business Objects). Power user of Microsoft Excel and ability to learn Power BI/Power Apps preferred
- Expertise with large databases and complex programs/macros design
- Strong organizational, conceptual thinking, and problem-solving skills with strong…
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