Position Summary:
The Branch Operational Specialist will lead the critical operational tasks within the branch including but not limited to: oversight of all internal risk processes/procedures, financial center cash management processes, ATM management, branch schedule, and the annual financial center operational review process. This individual will support advanced paying/receiving duties and support the overall service/client experience. In addition, the Branch Operational Specialist will engage in basic conversational discovery with a client, aligning the needs of the client with the appropriate solution recommendation, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment. The Branch Operational Specialist will possess good judgement and decision-making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience.
Qualifications:
A high school diploma or equivalent. A minimum of one (1) year experience in related banking positions as well as bank product and services training. Six (6) months of experience in related banking positions as well as bank product and services training maybe considered with the completion of a post-secondary 4-year degree.
Proficient reading, verbal and written communication, mathematical and interpersonal relations skills; adept at cross-selling bank products and services; possess the ability to competently coach and train new hires.
Core Competencies:
Career Development: Proactively prepares and actively participates in ongoing, candid, constructive monthly coaching sessions with supervisor. Seeks advancement into challenging and developmental roles and assignments. Sets and meets clear, measurable goals.
Communicates Effectively: Demonstrates the ability to effectively communicate with all employees and clients, regardless of level. Communicates clearly, concisely, with candor and confidence. Writes, speaks, and listens to disseminate and receive information effectively and accurately. Seeks to understand the viewpoints of others. Keeps others informed in a timely manner.
Focuses on the Client: Anticipates and identifies internal and external client needs. Takes action to meet and, where possible, exceed client expectations. Plans and organizes work effectively to facilitate responsiveness to client and meet deadlines.
Judgment: Demonstrates sound reasoning and well-balanced thinking. Balances the need for action with the need for analysis. Incorporates strategic thinking skills into practice by examining facts. Shows an ability to problem solve complex issues. Probes beyond symptoms to determine the underlying cause. Learns from and accepts responsibility from mistakes.
Teamwork: Demonstrates the ability to enhance the department and Orrstown Banks development through participation. Holds self and others accountable for exceeding departmental and corporate goals. Develops strong working relationships throughout the organization. Appropriately voices opinions, even if they are contrary to the consensus of the team. Initiates and develops positive working relationships with others in a way that builds bridges across boundaries and breaks down silos. Relates to others in an open and accepting manner that creates trust, respect, and a collaborative environment.
Essential Duties:
Assumes leadership and accountability for ensuring sound operational and risk policies and procedures.
Primary oversight of all aspects of branch cash management to include ordering, balancing, and maintaining appropriate cash levels in addition to overall ATM cash management.
Ensures all defined security tasks are completed within the required timeframe, including monthly alarm testing and security training for associates.
In partnership with the Branch Executive Officer/Banking Specialist IV, ensures teller differences and scanning errors are properly managed and communicated in a timely manner.
Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer on a daily basis. In addition, will provide necessary overrides for various transactions in support of sound risk management.
Assists with branch opening and end-of-day processes.
Supports onboarding of new associates within the branch, specifically serving as a mentor/coach for new associates through on the job training/job shadowing.
Through active engagement in client conversation and basic financial need exploration, supports the branch market plan/business plan to support achievement of assigned quarterly and annual goals, specifically identifying referral opportunities for deposit growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
Provides an exceptional client experience during routine paying/receiving transactions by consistently demonstrating the Bank's core client courtesy standards, supporting the overall client experience sales/service model to assist in client acquisition and retention strategies.
Demonstrates a basic working knowledge of all Bank products, services, and usage channels, to identify client account needs. This knowledge will include a high proficiency in personal accounts with limited proficiency expected for business product types.
Technically proficient in all channels of client delivery to include on-line banking, mobile banking, debit card management, etc.
Supports limited marketing and sales strategies, as identified by the Branch Executive Officer, through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate referrals in support of goal attainment.
Assumes management of all required operational reporting, including monthly security reporting, cash item reconcilement, review of overdrawn accounts, and past due safe deposit boxes.
Assumes management of all retention documents within the branch in adherence with the Bank's defined Retention Policy.
In partnership with the Branch Executive Officer and/or Banking Specialist IV, ensures branch is appropriately staffed at all times to support a positive client experience.
Responsible for understanding the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately.
Satisfactorily completes all required annual regulation, sales and service training.
Other reasonable duties as assigned by supervisor.
Coordinate specific work tasks with personnel from applicable departments to ensure the smooth and efficient flow of information; report pertinent information to immediate supervisor; compile information as necessary or directed and provide data to appropriate Bank personnel; respond to inquiries relating to the particular area and requests from clients, other Bank personnel, etc., within given time frames and established policy.
Attend regularly scheduled coaching and counseling sessions held by supervisor/mentor to achieve the outcome of improved communication, action plan development, positive feedback, and performance improvement.
Abide by the current laws and organizational policies and procedures designed and implemented to promote an environment that is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace; support risk management practices and overall safety and soundness and the Bank's compliance with all regulatory requirements. Perform tasks that are supportive in nature to the essential functions of the job which may be altered or redesigned depending on individual circumstances.
Regular and predictable attendance; perform other duties as assigned or directed.