Job Title : Branch Operations Officer
Location : San Diego, CA
Department : Retail Banking
Job Type : Full-time
Pay Range : $75K to $80K / annually
Provides personalized banking services to financial institution clients by performing the following duties. This position requires strong knowledge of Banking Operations and is expected to provide leadership, training, and support to staff members. Has an extensive understanding of banking products and services and supports the Branch Manager in promoting Branch growth.
Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.
Essential Duties and Responsibilities for Both Positions Include the Following :
- 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
Branch Operations Officer Sales Responsibilities :
Actively leads team in implementation of sales programs to generate targeted branch deposit growthEvaluates needs of potential clients and offers appropriate financial products and servicesWorks closely with Branch Manager on business customer prospecting / business development, including outside callingProvides ongoing relationship servicing with current clients to maintain goodwill and gain additional businessGenerates new business to assist in meeting established profitability goalsAssists with promotional activities as neededBranch Operations Officer Leadership / Service :
Provide ongoing operational guidance, training, and development of staffRecognizes staff for exceptional customer service, sales, and operationsActively engages staff to cultivate and encourage professional developmentWorks with Branch Manager to set team goals and motivates staff to successActively listens to clients and maintains a friendly, positive, professional attitudeResolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibilityPartners with Branch Manager in customer retention activitiesBranch Operations Officer Supervisory Responsibilities :
Expected to manage up to 5 branch employeesProvide ongoing operational guidance, training, and development to Client Service Representatives and / or New Account staffResponsible for regularly assessing Client Service Representatives and / or New Account Representative performanceSupports the Branch Manager in addressing performance management situations and completing Mid-year and / or Annual EvaluationsManage employee schedules and confirm accurate timecardsProcesses Daily Large Transaction report and scans to Compliance Department by established cutoff timeProcesses NSF Exception Items and prints, and files related supporting documents by established cutoff timeApproves large transactions for teller staff up to assigned limitProvides supervisor override for transactions requiring supervisor reviewSupports Branch Manager or his / her back up with various assigned dutiesManages all client matters in the absence of the Branch ManagerBranch Operations Officer Qualifications :
Minimum of 8 years banking experienceMinimum of 4 years supervisory experienceMinimum 4 years of operations experienceMust be proficient using Word, Excel and Outlook applications and banking programsNotary Public preferredDexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.