Operations Specialist Operations Specialist …

in Dana Point, CA, United States
Permanent, Full time
Be the first to apply
in Dana Point, CA, United States
Permanent, Full time
Be the first to apply
Operations Specialist
Branch Operations Specialist -Full Time/No Weekends (Dana Point, CA)

Dana Point, CA, USA


As a Branch Operations Specialist you will represent our bank to the community and make our customers feel welcome. We are looking for seasoned branch operations candidates who are dependable, self-motivated and work well in a team environment. In this position, you will assist clients by providing a superior level of service with their financial transactions. You will need to be highly organized and detail oriented, with strong multitasking, problem-solving and follow-up skills.

The Branch Operations Specialist is primarily responsible for coaching and training the teller team to process transactions accurately, efficiently, and in accordance with established policies and procedures. Create a positive team environment in the banking center by modeling excellent customer service, and assist tellers by using in-depth policy and procedure knowledge to handle more complex transactions and issues.


• Assist the Branch Operations Manager with teller supervision
• Approve customer and bank transactions within established limits
• Daily reports
• Ensure banking policies and procedures are being followed by staff
• Perform branch certifications and audits
• NSF/deficit balance processing
• Branch security, ensure branch cash limit is maintained
• EIM’s and non-post
• Notary
• New Accounts
• Process wires
• Respond to emails from Operations regarding large items, teller corrections, etc.
• Identify customer needs and refer financial products and services
• Perform other duties as assigned


• Minimum of two to three years experience working in a commercial Bank
• Must be knowledgeable in all areas of operations including Teller, New Accounts, and Customer Service
• Be a team player as well as an effective team leader
• Knowledge of Word and Excel preferred
• Excellent written and verbal skills required
• Superior customer service skills
• Detail-orientated and precise in fast-paced environment