Branch Operations Specialist

Job Description

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 :

Branch Operations Officer Leadership / Service :

Branch Operations Officer Supervisory Responsibilities :

Branch Operations Officer Qualifications :

Dexian 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.