Assistant Bank BM/Operations
Listed on 2026-10-16
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Finance & Banking
Banking & Finance, Regulatory Compliance Specialist, Financial Compliance, Business Administration -
Management
Banking & Finance, Regulatory Compliance Specialist, Business Administration
We are seeking an Assistant Bank BM for a direct hire opportunity. This role may be aligned as a Branch Operations Specialist or Branch Operations Officer depending on experience and qualifications. The position is ideal for a banking operations professional who enjoys leading branch staff, supporting clients, maintaining compliance, and helping drive branch performance.
This opportunity offers a professional, team-oriented branch environment where strong leadership, service excellence, operational accuracy, and employee development are valued. The Assistant Bank BM will work closely with branch leadership, support staff growth through coaching and training, and contribute to a positive customer experience. This is a strong fit for someone who wants stability, responsibility, community involvement, and a clear path to continue growing within branch banking management.
Key Responsibilities- Support daily branch operations, including staffing schedules, branch coverage, transaction approvals, file maintenance, overdraft reports, new account review, and operational documentation.
- Provide leadership, coaching, training, and support to Client Service Representatives, New Account staff, and teller team members.
- Ensure compliance with bank policies, branch procedures, security controls, documentation standards, and applicable state and federal banking regulations.
- Deliver excellent client service by resolving escalated customer concerns, handling account disputes, and recommending appropriate banking products and services.
- Partner with the Branch Manager on branch goals, customer retention, promotional activities, staff performance, and business development initiatives.
- Maintain accurate branch reporting, including daily large transaction reports, NSF exception processing, certification packages, and operational exception reviews.
- Minimum of 5 years of banking experience for Branch Operations Specialist consideration.
- Minimum of 8 years of banking experience for Branch Operations Officer consideration.
- Minimum of 2 years of supervisory experience for Branch Operations Specialist consideration.
- Minimum of 4 years of supervisory experience for Branch Operations Officer consideration.
- Minimum of 2 years of banking operations experience for Branch Operations Specialist consideration.
- Minimum of 4 years of banking operations experience for Branch Operations Officer consideration.
- Strong knowledge of branch banking operations, teller procedures, new accounts, transaction approvals, account maintenance, and compliance requirements.
- Manage daily branch operations, service workflows, transaction approvals, documentation review, and operational reporting.
- Lead, coach, train, and support branch employees to ensure strong customer service, compliance, and performance.
- Support branch growth through customer retention, relationship building, product recommendations, and business development support.
- Maintain branch security, operational controls, regulatory compliance, and adherence to bank procedures.
- Proficiency with Microsoft Word, Excel, Outlook, and banking software systems.
- Strong leadership, coaching, communication, problem-solving, and customer service skills.
- Ability to resolve difficult client situations with professionalism, tact, diplomacy, and sound judgment.
- Ability to support staff scheduling, timecard review, performance feedback, and branch coverage needs.
- Strong attention to detail and ability to maintain accuracy in reports, account documentation, and regulatory processes.
- Notary Public preferred.
- Prior experience supporting branch sales goals, deposit growth, business customer prospecting, or outside calling is preferred.
- Experience managing up to 2 branch employees for Branch Operations Specialist consideration or up to 5 branch employees for Branch Operations Officer consideration is preferred.
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6.12.pdf
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Benefits- 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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