This position is responsible for delivering personalized and high-quality banking services to clients while supporting branch operations. The role requires a strong foundation in banking operations, customer service, and leadership. In addition to daily responsibilities, the position supports the Branch Manager in achieving branch growth goals by providing guidance, training, and operational oversight.
The ideal candidate demonstrates in-depth knowledge of banking products and services, ensures strict compliance with bank policies and regulatory requirements, and fosters a positive team environment.
Key Responsibilities
Oversee daily branch operations and staff scheduling to ensure proper coverage and efficient service delivery.
Serve as a team leader by mentoring and supporting staff to maintain high standards of customer service and professionalism.
Monitor and maintain adherence to operational standards and internal procedures, reviewing all branch documentation for accuracy and compliance.
Ensure the completion and accuracy of the Branch Certification package.
Uphold branch security by coaching staff on procedures and maintaining control over keys, combinations, alarm systems, and cash limits.
Assist clients with account-related inquiries, including dispute resolution and clarification of account activity.
Handle a variety of operational reports such as file maintenance, overdraft activity, and exception handling.
Approve or decline transactions and exceptions within the guidelines of the Transaction Approval Authority matrix.
Perform frontline duties including teller transactions, new account openings, and account maintenance callbacks.
Review all new account documentation to ensure compliance with regulatory standards and internal policies.
Respond to and resolve complex customer service issues and escalated concerns professionally and efficiently.
Participate in community outreach by completing a minimum of 10 CRA volunteer hours annually during compensated work time (mileage reimbursed).
Perform additional duties and special assignments as directed by management.
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
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.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
(none specified)