Operations Officer

Sep 18, 2022
Oct 19, 2022


The Operations Officer performs Universal Banker duties and oversee day-to-day operations of Universal Bankers to ensure exceptional customer service and properly implemented security measures.


  • Opens/closes branch daily, prepares employee schedules and workflows, monitors branch cash general ledger accounts and recap sheet to ensure balance within stated cash limit, and monitors branch proof adjustment general ledger suspense account and clears entries.
  • Ensures daily processing of customer transactions and branch capture, including mail deposits and night depository transactions.
  • Ensures proper internal controls and compliance with all bank regulatory requirements.
  • Ensures branch employees properly handle confidential information, including passwords.
  • If the branch has an on-site ATM, ensures ATM is balanced and troubleshoot problems.
  • Ensures branch facilities are maintained by communicating needs with facility management.
  • Serves as security officer under the direction of Branch Manager by preparing and conducting monthly security meetings and ensuring all branch employees are knowledgeable of security equipment and procedures.
  • Serves as a mentor to Universal Bankers and works with Branch Manager to provide counseling to Universal Bankers when needed, including proper documentation and follow-up.
  • Works with Branch Manager to deploy resources that optimize individual/team performance.
  • Assumes the role of Branch Manager when he/she is unavailable.
  • Additional duties as defined in Universal Banker job description.
  • Performs additional duties and special projects as assigned.

Required Skills/Experience/Education

  • High School diploma or equivalent and 2-5 years of consumer banking experience.
  • Platform and/or teller supervision and cash handling experience.
  • Knowledge of Regulatory and Compliance Laws and ability to maintain confidentiality.
  • Excellent customer service and written/oral communication skills.
  • Understanding of sales management processes and the importance of profiling and cross-selling.
  • Ability to multi-task, problem solve, mentor, delegate, and work independently or as a team.
  • Skilled in applicable software applications and office equipment.
  • Excellent attention to detail and ability to use Intranet/Internet to research and execute.

Physical Requirements

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.