Job Summary

A financial institution in Palm Desert, CA is seeking an Assistant Bank BM/Operations professional for a direct hire opportunity. This full-time, in-office role may be aligned as a Branch Operations Specialist or Branch Operations Officer, depending on experience and qualifications.

This is an excellent opportunity for an experienced banking operations leader who enjoys supporting branch growth, coaching team members, strengthening compliance, and delivering a positive client experience. The role offers a collaborative branch environment, supportive leadership, opportunities to guide and develop staff, and meaningful involvement in customer service, operations, sales support, and community-focused banking.

The ideal candidate brings strong branch operations knowledge, sound judgment, professionalism, and the ability to balance daily operational controls with relationship-focused service.

Key Responsibilities

- Lead daily branch operations, including scheduling, documentation review, transaction approvals, file maintenance, overdraft reports, new account callbacks, and operational reporting.
- Support branch staff through coaching, training, performance feedback, schedule management, and ongoing operational guidance.
- Ensure compliance with bank policies, procedures, branch certification requirements, security controls, and applicable state and federal banking regulations.
- Assist clients with account questions, disputes, escalated service needs, new accounts, teller transactions, and appropriate banking product recommendations.
- Partner with the Branch Manager on customer retention, team goals, promotional activities, deposit growth, and business development support.
- Manage supervisor overrides, NSF exception items, large transaction reporting, and other branch control processes within established deadlines and approval limits.

Compensation and Benefits

- Pay range: $30.00 to $38.00 per hour.
- Job type: Direct hire.
- Schedule: Full-time.
- Work arrangement: In-office position in Palm Desert, CA.
- Community involvement: Minimum of 10 CRA volunteer hours per year, typically scheduled during business hours. Volunteer time is compensable, and mileage is reimbursed.

Required Qualifications and Skills

- Manage branch operations, compliance controls, transaction approvals, reporting, documentation review, and daily operational workflows.
- Provide leadership, coaching, training, scheduling support, and performance guidance to branch employees.
- Support customer service, account resolution, new accounts, teller functions, and relationship-building activities.
- Partner with branch leadership on deposit growth, customer retention, business development, and team performance goals.

- Branch Operations Specialist level: Minimum of 5 years of banking experience, 2 years of supervisory experience, and 2 years of operations experience.
- Branch Operations Officer level: Minimum of 8 years of banking experience, 4 years of supervisory experience, and 4 years of operations experience.
- Strong knowledge of banking operations, branch procedures, customer service standards, and regulatory compliance.
- Proficiency with Microsoft Word, Excel, Outlook, and banking software systems.
- Ability to supervise up to 2 employees at the Specialist level or up to 5 employees at the Officer level.
- Strong communication, leadership, problem-solving, organization, and customer service skills.
- Ability to multi-task in a fast-paced branch environment while maintaining accuracy, professionalism, and sound judgment.

Preferred Qualifications

- Notary Public preferred.
- Experience supporting branch sales programs, deposit growth, customer retention, and outside business development activities.
- Prior experience mentoring Client Service Representatives, New Account Representatives, or teller staff in a banking environment.

Equal Opportunity Employer / Disabled / Protected Veterans

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For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

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