Branch Operations Specialist or Branch Operations Officer
Poppy BankRocklin, California, United States
Posted May 27, 2026
Full Time
About the Company
Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Job Description
Branch Operations Specialist or Branch Operations Officer providing personalized banking services to clients, ensuring compliance with bank policies and regulations, and providing leadership and support to staff members.
Requirements
- Schedules branch staff to ensure appropriate branch coverage
- Works with staff to ensure a positive customer experience
- Keeps current with operational standards and procedures
- Ensures Branch Certification package is accurate and complete
- Maintains branch security
- Informs and advises clients of resolution on account disputes and other account activity
- Handles all daily operational duties and reports
- Reviews reports for the branch and approves or declines exceptions
- 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
Benefits
- Minimum of 10 hours CRA volunteer hours per year with reimbursement for mileage
- Generous Paid Time Off