Senior Branch Specialist

Job Description

This is a banking position.

This role serves as a key operational resource within the branch, ensuring compliance, operational efficiency, and a high-touch client experience. The ideal candidate is a driven banking professional with strong customer service skills, operational knowledge, and the ambition to grow into a leadership role within the organization.

Job Requirements

• Deliver exceptional client service through in-person, phone, and email interactions.
• Identify client needs and refer appropriate banking solutions, including lending, treasury management, and wealth management services.
• Support branch deposit growth through proactive client outreach and relationship management.
• Develop and maintain relationships with Centers of Influence (CPAs, attorneys, realtors, and community organizations).
• Participate in calling campaigns, networking activities, and community outreach efforts.
• Track client interactions, referrals, and follow-up activities to support business development goals.
• Assist with the execution of branch business plans and achievement of annual branch objectives.
• Support daily branch operations, ensuring accuracy, efficiency, and adherence to policies and procedures.
• Serve as backup for branch operational functions, including transaction processing, approvals, and cash/vault responsibilities when needed.
• Resolve operational issues and serve as a resource for branch staff and clients.
• Coordinate with internal departments to support branch initiatives and client needs.
• Assist with audits, reporting, risk assessments, and compliance reviews.
• Support account opening processes and ensure all documentation meets regulatory and internal requirements.
• Ensure compliance with BSA/AML regulations, including CTR and SAR reporting requirements.
• Complete all required compliance and regulatory training.

Job Qualifications

• Minimum 5 years of banking experience in a branch, retail banking, customer service, or sales-focused role.
• Bilingual English/Spanish required.
• Strong operational banking knowledge and client service experience.
• Proven ability to build relationships and identify cross-selling opportunities.
• Experience supporting deposit growth and business development initiatives.
• Strong understanding of banking regulations, policies, and compliance requirements.
• Proficiency with Microsoft Office and banking systems.
• Excellent communication, organizational, and problem-solving skills.
• Professional, ambitious, and growth-oriented mindset.
• Demonstrated leadership potential with the ability to develop into a senior branch leadership role.