Operations Officer (Assistant Branch Manager)

Summary

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

Responsibilities

• 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.