Branch Operations Specialist (On-Site)

Citizens First Bank

Date: 2 days ago
City: The Villages, Florida
Contract type: Full time
About The Organization

Citizens First Bank, a cornerstone of The Villages community, was founded by the visionary founders of The Villages in 1991.  “We are a bank created specifically to fill the needs of our community and to conscientiously and joyously serve our Villagers residents in every possible way.” -Founder Harold Schwartz.  Since that time, the vision of the Bank has expanded to build upon our purpose of serving the Villages in every way while sharing our exceptional service and lasting relationships with the people and businesses throughout Lake, Sumter, Marion and Citrus counties.  Citizens First Bank: A Five Star Bank where hospitality meets finance.

About The Position

Citizens First Bank is hiring a Branch Operations Specialist to join our Branch Operations Department! 

The Branch Operations Specialist offers essential operational support to branch offices, aiming to enhance efficiency and improve the customer experience. The Branch Operations Specialist focuses on resolving operational issues, reducing risks, and delivering ongoing training. Frequent travel to branch locations is required for Branch Operations Specialists.

Key Responsibilities Of The Branch Operations Specialist

  • Process Improvement: Develops and implements new processes and procedures to enhance operational efficiency and ensure accurate, timely workflows.
  • Training & Coaching: Coaches and trains branch personnel on procedures, compliance, audits, systems, internal controls, and risk mitigation to promote operational excellence.
  • Interdepartmental Collaboration: Partners with other bank departments to ensure branch operations adhere to bank policies, procedures, and regulatory requirements.
  • Issue Resolution: Identifies and assists in resolving operational issues.
  • Branch Support: Provides tier-one support to branch offices on bank policy, procedure, core systems, and compliance matters.
  • Error Analysis & Training: Reviews error and exception reports to identify areas needing additional branch training.
  • Branch Development: Conducts documented branch visits, meetings, and conference calls to motivate and develop staff.

Minimum

Branch Operations Specialist Requirements:

  • Bachelor degree or applicable job knowledge, three years of experience as a CSR in a banking environment.
  • Must possess extensive knowledge of operational functions performed in a branch such as personal and business account opening, auditing internal controls and safe deposit box functions.
  • Must have experience reviewing and interpreting legal documents including but not limited to POA, Trust and Estate documents.
  • Must be self-motivated with the ability to identify issues and see them through to remediation.
  • Must embrace the core values of innovation and creativity in order to drive changes that positively affect operational efficiencies.
  • Must have the ability to communicate professionally and effectively and must have exceptional customer relation skills.
  • Must possess the ability to compose professionally written materials including procedures, reference materials, memorandums, and a variety of reports.
  • Must be proficient in general math skills, letter composition and in using Microsoft Office (Outlook, Word, Excel).

This position requires the use of your personal vehicle along with proof of up-to-date valid driver’s license, registration and insurance coverage.

Branch Operations Specialist Benefits

Citizen’s First Bank offers an exceptional benefits package for full-time employees including medical dental, vision, short and long-term disability insurance options, 401K which matches the first 5% of contributions and generous vacation allowance.  All employees enjoy an annual calendar recognizing ten federal holidays which may be paid, a high-end hospitality environment with a strong promote-from- within culture, and the satisfaction that comes from serving the community and relationship building.   Dream maker discount program applicable at various local businesses.   **Category I employer for eligibility placement into The Villages Charter School. **

Citizens First Bank is committed to provide equal employment opportunity to all persons regardless of race, color, national origin, religion, sex, sexual orientation, gender identity, age, genetic information, marital status, protected veteran status or disability. In addition to federal law requirements, Citizens First Bank complies with applicable state and local laws governing nondiscrimination in employment in every location in which the Bank has facilities.

Citizens First Bank is proud to be a drug, alcohol, and weapons free workplace.
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