Branch Operations Lead- Fort Bend-Sugarland, TX
- Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
- Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
- Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
- Introduces customers to the branch team who will build relationships and assist with specialized financial needs
- Makes customers’ lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
- Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
- High school degree, GED, or foreign equivalent
- Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
- Availability to work Branch hours including weekends and some evenings
- Demonstrated ability to make connections, engage, and educate customers and refer to colleagues as appropriate
- Strong desire and ability to influence, educate, and connect team, partners, and customers to technology
- Demonstrated leadership abilities and proficiency in operations and transaction accuracy while working well in a team environment
- Some College level or military equivalent or 2+ years of branch banking experience
- Successful completion of the Branch Operations Lead training program is a pre-requisite to be considered active in Branch Operations Lead role
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