Branch Operations Specialist

SUMMARY / OBJECTIVE

The primary role of the Branch Operations Specialist is to ensure operational integrity and compliance for the branch, including both sales and service functions. The Branch Operations Specialist provides direction and leadership to the teller line with emphasis on superior customer service skills, achieving sales goals and teamwork.

• Oversee the daily operations of the teller line, emphasizing superior customer service skills.
• Utilize sales techniques and coach coworkers behind the teller line to recognize customer needs and match those needs to the bank’s available products and services.
• Perform the typical duties of a teller and assist with platform as needed.
• Open basic new accounts efficiently, accurately, and in a friendly manner.
• Assist customers with routine account maintenance and other service issues.
• Process monetary transactions such as cashing checks, making deposits, selling monetary instruments, buying/selling foreign currency and other daily transactional functions.
• Analyze branch cash usage; ensure the branch does not exceed the cash limit set, maintain an appropriate supply of money for the branch based on legal requirements and business demands, and order or ship cash as needed.
• Under dual control, manage the vault cash and daily activity.
• Under dual control, balance the ATM daily and ensure it remains stocked and operating.
• Perform audits of all negotiable instruments, cash drawers and other related logs to ensure adherence to defined policies and procedures.
• Ensure branch batch scanning accuracy and quality of transaction tickets.
• Coordinate with the Assistant Branch Manager to track, monitor, and follow-up on transaction processing errors that impact customers’ accounts, such as non-posts; this includes corrective‑action discussions with branch staff (Tellers/SSR’s).
• Perform quality review of all CTR’s and currency exchange logs daily.
• Follow the bank’s policies and procedures and regulatory requirements.
• Willingness to work at other branch locations, as needed.
• Perform other duties as required.

• Excellent communication skills.
• Excellent sales and customer service skills.
• Strong operational and organizational skills.
• Demonstrated ability to train, coach, and counsel employees.
• Strong computer skills, including Word, Excel, Teller Insight, and IBS Insight for Deposit Origination.
• 3+ years of banking experience preferred.
• High school diploma or associate’s degree preferred.

Northern Bank is a full‑service bank dedicated to providing practical, common‑sense financial solutions to help our customers live their lives and grow their businesses. From deposit products to loans to payment and collections services, we work hands‑on with our entrepreneurial customers, both locally and across the country, to provide the financial support they need to realize their personal and business goals.

Founded in 1960, Northern Bank has assets of over $3 billion with 12 locations serving communities throughout Middlesex County. Northern Bank is a member of the FDIC and an Equal Housing Lender.