Branch Operations Lead - Crossplex - Birmingham, AL

About the position

The Branch Operations Lead Trainee plays a crucial role in ensuring exceptional customer service and operational efficiency within the branch. This position involves collaborating with the Branch Manager and other team members to create a welcoming environment, assist customers with their financial transactions, and promote self-service options. The trainee will also be responsible for adhering to banking policies and procedures while supporting the overall branch operations.

Responsibilities
• Work with the Branch Manager to set the tone of the branch environment for exceptional customer experience.
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• Engage clients as they enter the branch, welcoming them and managing lobby traffic.
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• Perform branch operations, including managing cash devices like the cash vault and ATM, while adhering to bank policies.
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• Introduce customers to the branch team for specialized financial assistance.
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• Share and set up self-service options for customers to access their accounts 24/7.
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• Support the Branch Manager with loss control, compliance, and audit standards.

Requirements
• High school degree, GED, or foreign equivalent.
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• Detail-oriented and organized with the ability to multi-task.
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• Dedication to following policies, procedures, and regulatory banking requirements.
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• Availability to work branch hours including weekends and some evenings.

Nice-to-haves
• Demonstrated ability to connect, engage, and educate customers.
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• Strong desire to influence and connect team members and customers to technology.
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• Demonstrated leadership abilities and proficiency in operations and transaction accuracy.
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• Some college level or military equivalent or 2+ years of branch banking experience.

Benefits
• Comprehensive health care coverage.
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• On-site health and wellness centers.
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• Retirement savings plan.
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• Backup childcare.
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• Tuition reimbursement.
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• Mental health support.
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• Financial coaching.

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