Branch Operations Support Specialist II-III
Description
We are growing our Branch Operations Support Specialist Team in Roseville! Depending on experience, you could be the next Branch Operations Support Specialist II, or III. Please see below for more details and we look forward to connecting with you! Apply today!
Summary: Branch Operations Support Specialist II:
The Branch Operations Support Specialist II is responsible for assisting branch personnel with various branch operations questions including, but not limited to, teller transactions, new accounts, consumer and business legal documentation, branch certifications, various reports, and policy and procedures. This role provides a superior level of internal customer relations, provides guidance to branch personnel on proper procedures to maintain operational integrity and compliance. The incumbent monitors, investigates, and reports core system issues. Identifies deficiencies in policies, procedures, and potential defects in core processes and escalates to leadership. Reports systemic issues accordingly. The Branch Operations Support Specialist II assists with training/coaching branch personnel to follow policies and procedures. Travel to branch offices may be required.
This position requires that the individual work in office. Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.
Summary: Branch Operations Support Specialist III:
The Branch Operations Support Specialist III is responsible for assisting branch personnel with various branch operations questions including, but not limited to, teller transactions, new accounts, consumer and business legal documentation, branch certifications, various reports, and policy and procedures. This role provides a superior level of internal customer relations, provides guidance to branch personnel on proper procedures to maintain operational integrity and compliance, and may also provide training to personnel and management. Acts as a point of escalation for questions or problem resolution.
The incumbent assists with evaluating and developing procedures, processes, workflow, and forms to improve the efficiency of branches and back-office operations. This role monitors questions and reported core system issues to identify deficiencies in policies, procedures, and potential defects in core processes, as well as reports systemic issues accordingly. The Branch Operations Support Specialist II maintains expertise in branch policies, procedures, and products. Assists with training branch personnel to follow policies and procedures. This position requires that the individual work independently with little supervision. Travel to branch offices may be required.
This position requires that the individual work in office. Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.
Qualifications: Branch Operations Support Specialist II:
- Minimum of 3-5 years of Branch Operations experience in a bank or credit union, directly related to branch processes and functions.
- Ability to work independently, manage time effectively, and balance multiple priorities while maintaining productivity.
- Must be highly organized, capable of handling concurrent tasks, be able to shift priorities based upon current workload, utilize resources effectively and efficiently.
- Acute attentiveness to instructions and details required.
- Excellent knowledge of banking products, particularly those offered in a business banking environment.
- Requires advanced proficiency with administrative computer systems, including but not limited to: Microsoft Office Suite (Word, Excel, Outlook) with the ability to create and edit documents and spreadsheets
- Strong interpersonal and communication skills, both written and verbal, with the ability to build constructive, effective relationships, demonstrating diplomacy and fostering a positive teamwork and environment.
- Ability to multi-task in a fast-paced environment
Qualifications: Branch Operations Support Specialist III:
- Minimum of five (5) years of Branch Operations experience in a bank or credit union, directly related to branch processes and functions.
- Ability to work independently, manage time effectively, and balance multiple priorities while maintaining high level of productivity.
- Must be highly organized, capable of handling concurrent tasks, be able to shift priorities based upon current workload, utilize resources effectively and efficiently.
- Acute attentiveness to instructions and details required.
- Must have strong critical thinking & problem-solving skills, with the ability to evaluate issues, identify alternatives, and utilize appropriate resources to reach effective solutions.
- Requires advanced proficiency with administrative computer systems, including but not limited to: Microsoft Office Suite (Word, Excel, Outlook) with the ability to create, edit, and refine complex documents, reports, and spreadsheets; supports others in troubleshooting or formatting as needed
- Strong interpersonal communication skills, both written and verbal, with the ability to build constructive, effective relationships, demonstrating diplomacy and fostering a positive teamwork and environment.
- Ability to multi-task in a fast-paced environment
Essential Duties: Branch Operations Support Specialist II:
- Responsible for maintaining high standards of control/certifications, monetary transactions, security, and account opening activities; advising personnel on how to follow policies and procedures; and operating within the Bank’s guidelines
- Assist in identifying opportunities for process improvement to optimize branch operational performance
- Provide day-to-day support of branch operations personnel. Act as a point of escalation.
- Assist in reviewing all branch certifications
- Research and resolve branch reconciliations, cash outages and General Ledger discrepancies as needed
- Assist with Branch Operations Projects and perform other Branch Operations Support duties as assigned
- Keep abreast of industry’s best practices and current trends in deposit operations products, services, and technology
- Provide guidance in the use of the core and ancillary systems. Open support cases as needed.
- Inform Supervisor of any patterns of system discrepancies that require escalated research and correction
- Answer phone calls and respond to emails and messages from branch teams in a timely and professional manner
- Provide guidance and oversight of branch certifications to branch employees
- Assist branches with daily activities, including but not limited to stop payments, transaction processing, TCR issues, cashier’s checks, account statements, safe deposit box transactions, account restrictions and account maintenance
- Assist with the documentation and verification of customer information and account details.
- Assist with IRA research or requests as needed
- Assists in preparing for audits and compliance testing, ensuring all required documentation, reports, and operational processes are accurately compiled and audit ready
- Serve as a subject-matter resource by providing guidance on new account openings and setup, legal and regulatory documentation, account vesting structure and appropriate steps following the death of a depositor
- Collaborate with other team members to assist in establishing processes and improving operational efficiency
- Ensure regulatory and policy compliance with state and federal requirements including the following (but not limited to): Bank Secrecy Act, Anti-Money Laundering Act, Community Reinvestment Act, OFAC Regulations, Fair lending and all applicable bank and government regulation
- Maintains strong knowledge of BSA/AML regulations including CIP, OFAC requirements, and the Bank’s BSA program
- Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed.
- Other duties as assigned
Essential Duties: Branch Operations Support Specialist III:
- Responsible for maintaining high standards of control/certifications, monetary transactions, security, and account opening activities; advising personnel on how to follow policies and procedures; and operating within the Bank’s guidelines
- Assist VP, Branch & Operations Support Manager with the development of forms and procedures and training of branch personnel
- Assist in identifying opportunities for process improvement to optimize branch operational performance
- Provide day-to-day support of branch operations personnel. Act as a point of escalation.
- Assist in reviewing all branch certifications
- Research and resolve branch reconciliations, cash outages and General Ledger discrepancies as needed.
- Assist with Branch Operations Projects and perform other Branch Operations Support duties as assigned
- Keep abreast of industry’s best practices and current trends in deposit operations products, services, and technology
- Provide guidance in the use of the core and ancillary systems. Open support cases as needed.
- Inform Supervisor of any patterns of system discrepancies that require escalated research and correction
- Answer phone calls and respond to emails and messages from branch teams in a timely and professional manner
- Provide guidance and oversight of branch certifications to branch employees
- Assist branches with daily activities, including but not limited to stop payments, transaction processing, TCR issues, cashier’s checks, account statements, safe deposit box transactions, account restrictions and account maintenance
- Assist with the documentation and verification of customer information and account details.
- Assist with IRA research or requests as needed
- Assists in preparing for audits and compliance testing, ensuring all required documentation, reports, and operational processes are accurately compiled and audit ready
- Serve as a subject-matter resource and provide specialized support and direction regarding new account openings and setup, complex legal documentation review, account ownership/vesting scenarios, and processing requirements in the event of a depositor’s death
- Collaborate with other team members to assist in establishing processes and improving operational efficiency
- Assist in various training of branch personnel as needed
- Acts as the designated lead and subject matter resource in the absence of VP, Branch & Operations Support Manager, ensuring continuity of support to Branch Operations and decision-making
- Assist with facilitating virtual meetings or trainings in partnership with the VP, Branch & Operations Manager
- Ensure regulatory and policy compliance with state and federal requirements including the following (but not limited to): Bank Secrecy Act, Anti-Money Laundering Act, Community Reinvestment Act, OFAC Regulations, Fair lending and all applicable bank and government regulations
- Maintains expert knowledge of BSA/AML regulations including CIP, OFAC requirements, and the Bank’s BSA program
- Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed.
- Other duties as assigned
Physical/Mental Demands & Work Environment (All):
The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.
Travel is required. It is primarily local during the business day, and occasionally there will be out-of-area and overnight travel.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.
Requirements
See qualifications above.
Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
For San Francisco Postings, review 2026 Fair Chance Ordinance.
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