Vaco Technology
Branch Operations Specialist Onsite in Santa Rosa, CA Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
With that said, as required by local law, Vaco believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure:
$50K - $62K .
The individual may also be eligible for discretionary bonuses.
About the role:
Provides personalized banking services to financial institution clients by performing the following duties.
This position requires strong knowledge of Banking Operations and is expected to provide leadership, training, and support to staff members.
Has an extensive understanding of banking products and services and supports the Branch Manager in promoting Branch growth.
Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.
Responsibilities:
Schedules branch staff to ensure appropriate branch coverage.
Works with staff to ensure a positive customer experience.
Keeps current with operational standards and procedures, performs and reviews all branch documentation ensuring adherence to policies and procedures.
Ensures Branch Certification package is accurate and complete.
Maintains branch security by coaching and training staff in security procedures.
Ensures controls are maintained over items such as keys, combinations, security signals and cash limitsInforms and advises clients of resolution on account disputes and other account activity.
Handles all daily operational duties and reports such as file maintenance, overdraft reports and other operational duties.
Reviews reports for the branch and approves or declines exceptions within established limits in the Transaction Approval Authority matrix.
Performs teller duties, opens new accounts, and performs callback of new accounts and file maintenance.
Reviews new account openings for adherence to published procedures and regulatory requirements.
Answer phones and handles escalated customer service concerns.
Provide ongoing operational guidance, training, and development of staff.
Recognizes staff for exceptional customer service, sales, and operations.
Actively engages staff to cultivate and encourage professional development.
Works with Branch Manager to set team goals and assist with promotional activities.
Actively listens to clients and maintains a friendly, positive, professional attitude.
Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibilityPartners with Branch Manager in customer retention activitiesEvaluates needs of potential clients and offers appropriate financial products and servicesExpected to manage up to 2 branch employeesProvide ongoing operational guidance, training and development to Client Service Representatives and/or New Account staffResponsible for regularly assessing Client Service Representatives and/or New Account Representative performanceSupports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual EvaluationsActively assist in managing employee schedules and confirming accurate timecardsProcesses Daily Large Transaction report and scans to Compliance Department by established cutoff timeProcesses NSF Exception Items and prints, and files related supporting documents by established cutoff timeApproves transactions for teller staff up to assigned limitProvides supervisor override for transactions requiring supervisor reviewSupports Branch Manager with various assigned dutiesSupports in client situations in the absence of the Branch ManagerMinimum Requirements:
Minimum of 5 years banking experienceMinimum of 2 year's supervisory experienceMinimum 2 years of operations experienceMust be proficient using Word, Excel and Outlook applications and banking programsNotary Public preferredAbout the Company:
Vaco Technology.
Estimated Salary: $20 to $28 per hour based on qualifications.
With that said, as required by local law, Vaco believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure:
$50K - $62K .
The individual may also be eligible for discretionary bonuses.
About the role:
Provides personalized banking services to financial institution clients by performing the following duties.
This position requires strong knowledge of Banking Operations and is expected to provide leadership, training, and support to staff members.
Has an extensive understanding of banking products and services and supports the Branch Manager in promoting Branch growth.
Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.
Responsibilities:
Schedules branch staff to ensure appropriate branch coverage.
Works with staff to ensure a positive customer experience.
Keeps current with operational standards and procedures, performs and reviews all branch documentation ensuring adherence to policies and procedures.
Ensures Branch Certification package is accurate and complete.
Maintains branch security by coaching and training staff in security procedures.
Ensures controls are maintained over items such as keys, combinations, security signals and cash limitsInforms and advises clients of resolution on account disputes and other account activity.
Handles all daily operational duties and reports such as file maintenance, overdraft reports and other operational duties.
Reviews reports for the branch and approves or declines exceptions within established limits in the Transaction Approval Authority matrix.
Performs teller duties, opens new accounts, and performs callback of new accounts and file maintenance.
Reviews new account openings for adherence to published procedures and regulatory requirements.
Answer phones and handles escalated customer service concerns.
Provide ongoing operational guidance, training, and development of staff.
Recognizes staff for exceptional customer service, sales, and operations.
Actively engages staff to cultivate and encourage professional development.
Works with Branch Manager to set team goals and assist with promotional activities.
Actively listens to clients and maintains a friendly, positive, professional attitude.
Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibilityPartners with Branch Manager in customer retention activitiesEvaluates needs of potential clients and offers appropriate financial products and servicesExpected to manage up to 2 branch employeesProvide ongoing operational guidance, training and development to Client Service Representatives and/or New Account staffResponsible for regularly assessing Client Service Representatives and/or New Account Representative performanceSupports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual EvaluationsActively assist in managing employee schedules and confirming accurate timecardsProcesses Daily Large Transaction report and scans to Compliance Department by established cutoff timeProcesses NSF Exception Items and prints, and files related supporting documents by established cutoff timeApproves transactions for teller staff up to assigned limitProvides supervisor override for transactions requiring supervisor reviewSupports Branch Manager with various assigned dutiesSupports in client situations in the absence of the Branch ManagerMinimum Requirements:
Minimum of 5 years banking experienceMinimum of 2 year's supervisory experienceMinimum 2 years of operations experienceMust be proficient using Word, Excel and Outlook applications and banking programsNotary Public preferredAbout the Company:
Vaco Technology.
Estimated Salary: $20 to $28 per hour based on qualifications.
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