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.


  • 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


  • 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


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