Branch Operations Support Specialist

Summary

The Branch Operations Support Specialist I performs foundational deposit operations support, including account documentation review, account maintenance, document retention, transaction processing, and service support. As a user of approved Artificial Intelligence (AI), Robotic Process Automation (RPA), workflow, and other Automation tools, the position supports Continuous Improvement and Process Optimization while meeting assigned key performance indicators (KPIs) for accuracy, productivity, turnaround time, and service.

Responsibilities

• Perform initial account checkback for checking, savings, and certificate of deposit accounts; verify account setup, required documentation, signer information, and established control steps; document and escalate exceptions promptly.
• Scan, classify, index, and retain account documentation and other bank records using established naming, quality, and retention standards.
• Complete routine account maintenance, data entry, deposit scanning, and branch cash-audit tracking accurately, within established service expectations, and with required authorization and supporting documentation.
• Provide timely phone, chat, and email support to branch and bank associates; answer routine questions, document requests, and escalate complex or higher-risk matters.
• Use approved AI, RPA, workflow, knowledge-management, and other Automation tools for authorized tasks. Validate all outputs before use, report exceptions or tool failures, and complete required manual controls.
• Support Continuous Improvement and Process Optimization by identifying repetitive work, control gaps, rework, and process delays and submitting practical recommendations to the supervisor.
• Participate in testing and adoption of approved Automation solutions and process enhancements impacting Branch Operations Support.
• Meet individual KPIs for quality, processing accuracy, productivity, turnaround time, and service; monitor results and adjust work practices or seek guidance when expectations are not achieved.
• Protect all client and bank information; comply with bank policies, procedures, regulatory requirements, information-security standards, authorization requirements, segregation-of-duty controls, and quality expectations.
• Identify documentation deficiencies, operational risks, data-quality issues, or potential fraud indicators and escalate concerns in accordance with established procedures.
• Protect all client and bank information confidentially and follow all company policies.
• Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
• Other specified duties as assigned.

Compensation & Benefits

The Branch Ops Support Spec I position pays a range of $17.00 to $19.00 per hour depending on experience.

Full‐time associates are eligible for our benefits package:

• Medical
• Dental
• Vision
• 401(k) plan
• Company paid life insurance
• Short and Long-term disability insurance
• Company paid vacation, paid leave and holidays

This position will remain open until a qualified applicant is hired.