We are looking for an Branch Operations Specialist to support branch teams in Roseville, California by serving as a knowledgeable resource for operational questions, documentation standards, and day-to-day banking procedures. This direct hire position is ideal for someone who thrives in a fast-paced, in-office environment and can provide clear guidance that helps maintain accuracy, consistency, and regulatory compliance. The role also contributes to operational stability by identifying process gaps, reviewing issues affecting branch activity, and helping strengthen team performance through coaching and support.
Responsibilities:
- Respond to branch staff inquiries related to teller activity, account servicing, documentation requirements, certifications, reporting, and internal operating procedures.
- Provide practical guidance to team members to help ensure branch activities are completed accurately and in accordance with established banking standards.
- Review, track, and communicate operational issues affecting core banking processes, escalating recurring or high-impact concerns to leadership as needed.
- Identify weaknesses in workflows, procedures, or controls and recommend improvements that support operational effectiveness and compliance.
- Assist with training and coaching branch personnel on proper process execution, policy adherence, and documentation expectations.
- Support the preparation and review of branch-related reports and operational records to promote accuracy and consistency across locations.
- Maintain strong internal service levels by building productive relationships with branch employees and responding to questions with professionalism and urgency.
- Travel to branch offices when needed to provide hands-on operational support, guidance, and follow-up.
- Perform all responsibilities in alignment with bank policies and applicable state and federal regulatory requirements.
- 3-5 years of branch operations experience within a bank or credit union, with direct exposure to branch procedures and functions.
- Solid understanding of consumer banking, business banking support, and operational documentation requirements.
- Ability to work independently, manage multiple responsibilities, and adjust priorities effectively in a busy environment.
- Strong attention to detail with the ability to follow instructions carefully and maintain high accuracy.
- Advanced proficiency with Microsoft Office applications, including Word, Excel, and Outlook, for document creation, spreadsheet updates, and communication.
- Effective verbal and written communication skills with the ability to build collaborative relationships across branch teams.
- Strong organizational skills and sound judgment when handling concurrent tasks, issue tracking, and operational follow-up.
- Experience supporting service environments where responsiveness, efficiency, and performance measurement are important.