Branch Operations Specialist -Full Time/No Weekends (Beverly Hills, CA)

Capitalsource Beverly Hills , CA 90209

Posted 1 week ago

Location: 9701 Wilshire Blvd. Suite 101 Beverly Hills, CA 90212

As a Branch Operations Specialist you will represent our bank to the community and make our customers feel welcome. We are looking for seasoned branch operations candidates who are dependable, self-motivated and work well in a team environment. In this position, you will assist clients by providing a superior level of service with their financial transactions. You will need to be highly organized and detail oriented, with strong multitasking, problem-solving and follow-up skills.

The Branch Operations Specialist is primarily responsible for coaching and training the teller team to process transactions accurately, efficiently, and in accordance with established policies and procedures. Create a positive team environment in the banking center by modeling excellent customer service, and assist tellers by using in-depth policy and procedure knowledge to handle more complex transactions and issues.

RESPONSIBILITIES:

  • Assist the Branch Operations Manager with teller supervision

  • Approve customer and bank transactions within established limits

  • Daily reports

  • Ensure banking policies and procedures are being followed by staff

  • Perform branch certifications and audits

  • NSF/deficit balance processing

  • Branch security, ensure branch cash limit is maintained

  • EIM's and non-post

  • Notary

  • New Accounts

  • Process wires

  • Respond to emails from Operations regarding large items, teller corrections, etc.

  • Identify customer needs and refer financial products and services

  • Perform other duties as assigned

POSITION REQUIREMENTS:

  • Minimum of two to three years experience working in a commercial Bank

  • Must be knowledgeable in all areas of operations including Teller, New Accounts, and Customer Service

  • Be a team player as well as an effective team leader

  • Knowledge of Word and Excel preferred

  • Excellent written and verbal skills required

  • Superior customer service skills

  • Detail-orientated and precise in fast-paced environment

#LI-DNP


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Client Service Specialist Beverly Hills CA

Td Ameritrade

Posted 2 days ago

VIEW JOBS 4/18/2019 12:00:00 AM 2019-07-17T00:00 Role: The Client Service Specialist provides excellent service, operation and sales support to the Branch staff and our clients. Serves as the initial point of contact with responsibilities to greet, direct, and assist walk-in or call-in clients with any service related issues as well as account questions, issues, problem resolution, and escalations. Builds positive relationships with peers, business partners, and colleagues while working effectively with others to accomplish organizational goals. Licensing is not required for this role but TD Ameritrade may consider holding Series 7 & 66 for experienced candidates. Responsibilities: * Responsible for the day-to-day operations and administrative functions of the branch. * Work with Sr Financial Consultants and Financial Consultants to communicate solutions either directly or indirectly with clients. * Identify and refer lead opportunities to Sr Financial Consultants and Financial Consultants * Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issues in cooperation with back office partners * Adhere to all compliance/risk procedures and follow corporate and industry protocols. * Ensure that all paperwork, policy and procedures for client requests have been adhered to in order to satisfy compliance requirements. * Assist Branch Manager in performing daily key compliance and oversight activities for the branch. * Participate in projects to improve processes and enhance the client experience * Perform duties with confidence, minimal supervision and sound judgment to mitigate risk for the firm. Requirements: * Excellent communication and computer skills, including MS Word, Excel, and Powerpoint. * Research and resolution of complex client inquiries via phone, cases, and chat * Excellent interpersonal and organizational skills; Strong attention to detail. * Perform duties with confidence, minimal supervision and sound judgement to mitigate risk for the firm. * Must have a sense of urgency, ability to multi-task, excellent organizational skills, and strong prioritization skills. * Must demonstrate a positive and professional image at all times. * 1-2 years of customer service and/or sales experience preferred. * Military education or experience may be considered in lieu of civilian requirements. Apply Now Send to Email Td Ameritrade Beverly Hills CA

Branch Operations Specialist -Full Time/No Weekends (Beverly Hills, CA)

Capitalsource