Poppy Bank · 5 months ago
Branch Operations Specialist or Branch Operations Officer
Petaluma Branch
Full-time
Onsite
Mid, Senior Level
5+ years expPoppy Bank is a financial institution seeking to fill the roles of Branch Operations Specialist or Branch Operations Officer, depending on experience and qualifications. The positions involve providing personalized banking services, ensuring compliance with banking regulations, and supporting branch growth through operational leadership and staff training.
BankingFinancial ServicesLending
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 limits
Informs 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
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
Actively leads team in implementation of sales programs to generate targeted branch deposit growth
Evaluates needs of potential clients and offers appropriate financial products and services
Works closely with Branch Manager on business customer prospecting / business development, including outside calling
Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business
Generates new business to assist in meeting established profitability goals
Assists with promotional activities as needed
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 responsibility
Partners with Branch Manager in customer retention activities
Expected to manage up to 2 branch employees
Responsible for regularly assessing Client Service Representatives and/or New Account Representative performance
Supports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual Evaluations
Actively assist in managing employee schedules and confirming accurate timecards
Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
Processes NSF Exception Items and prints, and files related supporting documents by established cutoff time
Approves transactions for teller staff up to assigned limit
Provides supervisor override for transactions requiring supervisor review
Supports Branch Manager with various assigned duties
Expected to manage up to 5 branch employees
Manages all client matters in the absence of the Branch Manager
Qualification
Required
Minimum of 5 years banking experience
Minimum of 2 year's supervisory experience
Minimum 2 years of operations experience
Must be proficient using Word, Excel and Outlook applications and banking programs
Minimum of 8 years banking experience
Minimum of 4 years supervisory experience
Minimum 4 years of operations experience
Must be proficient using Word, Excel and Outlook applications and banking programs
Preferred
Notary Public preferred
Notary Public preferred
Company
Poppy Bank
poppy bank is the grown to eleven branches across the San Francisco Bay Area and one branch in Southern California .
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Khalid Acheckzai, CPA
President & Chief Executive Officer
Amanda King
VP - Executive Assistant to the CEO
Recent News
2025-10-09
2025-09-09
Seattle TechFlash
2025-08-01
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