Western State Bank · 1 month ago
Retail Operations Specialist
Western State Bank is committed to delivering superior customer service through a respectful and empowering environment. The Retail Operations Specialist is responsible for assessing bank processes and system utilization, ensuring compliance and risk mitigation while providing support to customer-facing team members.
BankingCreditFinanceFinancial ServicesLending
Responsibilities
Develop processes, write and update standard operating procedures and respond to inquiries related to customer facing products and services
Provide team member resources on bank products, services and customer transactions, which may include; checking accounts, savings accounts, IRAs, HSAs, consumer and in-house real estate loans, electronic banking and cash management
Serve as a subject matter expert for end-user experience on systems, including but not limited to: core and teller systems and electronic banking products and services
Develop and maintain knowledge through vendor publications and testing
Provide team member training and resources on systems applicable to their position
Assist with special projects to support customer facing functions
Examples of special projects may be system or software set-up and testing, review and improvement of processes, new product rollouts or developing and improving training materials and resources
Qualification
Required
Two year previous banking, finance and customer service experience
Strong background in working with a variety of bank operating systems
Ability to relate to teammates and customers
Effective listening and open communication skills
Commitment to continual learning and bias toward action
Ability to develop processes and write/update standard operating procedures
Experience in providing team member resources on bank products and services
Knowledge of core and teller systems and electronic banking products and services
Ability to assist with special projects to support customer facing functions
Willingness to travel occasionally
Preferred
Associate's Degree or Two Year College Equivalent in business, accounting or financial related field
Company
Western State Bank
Western State Bank offers checking accounts, saving accounts, investment, loans, long-term deposits, mortgages & internet banking services.
Funding
Current Stage
Growth StageCompany data provided by crunchbase