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Liberty Bank - CT · 1 day ago

Branch Operations Supervisor (Millbrae, CA)

Millbrae, CA

Full-time

Onsite

Senior Level

$65K/yr - $90K/yr

7+ years exp

Liberty Bank, N.A. is a $550 million OCC-chartered bank based in Irvine, California. The bank is seeking a dedicated Branch Operations Supervisor to oversee branch operations, provide exceptional training, and ensure superior customer service while managing a dynamic team.

BankingFinancial Services

Responsibilities

Oversee and follow all aspects of customer servicing, including complex administrative, operational, service and product issues. Ensure that Customer Service Specialists quickly research and solve customer’s inquiries and requests

Supervise the handling of customer transactions such as check cashing, deposits, withdrawals, payments, etc

Oversee the efficient processing and handling of new account origination

Manage risk associated with the operational aspects of customer relationships and their business transactions by participating in the daily review and approval of management reports. (i.e. referred items, overdraft, large transactions, etc.)

Minimize/eliminate audit exceptions and possible loss situations through timely and effective training, mentoring and counseling

Act as liaison with all other Bank Departments to resolve operational or service-related issues

Recommend operational policy and procedures enhancements to ensure optimal customer service and ease of execution by bank staff

May perform any and all duties of the Customer or Financial Service Representatives

Act as back-up to Branch Manager when necessary

Maintain employee schedules within the department, providing optimum coverage of the department along with reasonable accommodations for time off requests

Maintain up to date knowledge and may train others on products, services, departmental systems, and related technology, policies and procedures

Complete all related training pertaining to cybersecurity, including phishing emails, securing your access credentials, and preventing unauthorized access. Develop a keen common sense of understanding for potential cyber-attack indicators and apply critical thinking skills

Apply common sense and reasonable critical thinking skills in analyzing all monetary related transactions (including email and telephone requests) to avoid a financial loss to the Bank. Conduct thorough research to support the decision-making process to ensure well-informed and evidence-based activities to protect the Bank and minimize risk

Immediately report any suspicious IT activities to IT Security and/or CIO. Bring any other suspicious activities to the attention of a supervisor, or the Chief Risk Officer

Follow all Bank policies and procedures to ensure compliance with all laws and regulations

Understand and adhere to regulatory guidelines including but not limited to FCRA, BSA, GLBA, etc. as the regulations pertain to the employee's job function

Unless otherwise assigned select, hire and train new personnel within the department. Counsel, mentor and prepare employee performance reviews. If needed, make recommendations for employee promotions and salary increases

Uphold and actively promote the Bank’s values by fostering a respectful, diverse, inclusive, and harassment-free workplace, valuing cultural differences

May perform other duties as assigned

Qualification

Bank operations managementCustomer service expertiseBank products knowledgeBanking software skillsRegulatory compliance knowledgeSupervisory skillsCommunication skillsAttention to detailTeamwork abilityCritical thinking skills

Required

High school diploma or its equivalent. College degree preferred

A minimum of 7 years' experience in customer service or bank operations management function of a bank or financial institution

A minimum of 3 years' experience in managing and leading operations staff

Good knowledge of bank products and services and support systems

Strong Customer Service Skills and being able to recognize referral opportunities

Good knowledge and understanding of bank operations, policies and procedures

Excellent written and communication skills, including ability to deal professionally with branch issues, problems, and questions

Excellent attention to detail and accuracy; good organizational, research and follow-up skills

Ability to interact with all levels of customer, staff, and management

Requires the ability to exercise independent judgment and employ basic reasoning skills

Ability to work successfully in a deadline driven, team environment

Strong Banking Software Skills required (Fiserv preferred). Ability to stay up-to-date on software changes

Proficient in Microsoft Word, Excel, Outlook

Skills necessary to be a successful supervisor including compliance with human resources policies and procedures, recruiting and training staff, providing regular feedback to direct reports, establishing and supporting attainment of goals for direct reports and completing annual performance evaluations