Branch Operations Specialist/ Officer
AppleOne - San Mateo, CA
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We are recruiting for either a Branch Operations Specialist OR a Branch Operations Officer, depending on experience. Both roles support branch operations, client service, compliance, and staff guidance while helping drive branch growth.Position OverviewProvide high-quality customer service, support daily branch operations, train and guide staff, and ensure compliance with all banking policies and regulations. Works closely with the Branch Manager and serves as a key operational leader within the branch.Key Responsibilities (Both Roles)Support daily branch operations and customer serviceTrain, guide, and schedule branch staffEnsure adherence to bank policies, procedures, and regulatory requirementsManage branch documentation, certifications, and operational reportsReview and approve transactions within assigned limitsOpen new accounts; assist with teller transactionsResolve escalated customer issues with professionalismMaintain branch security proceduresComplete CRA volunteer hours (10 hours annually)Additional ResponsibilitiesBranch Operations Officer (Sales + Leadership Focus)Lead branch sales initiatives and deposit growthSupport business development and outbound callingBuild relationships with clients and expand product penetrationGenerate new business to support profitability goalsManage up to 5 branch employeesBranch Operations Specialist (Service + Team Support Focus)Support training, coaching, and development of staffAssist in customer retention activitiesSupport branch promotions and team goalsManage up to 2 branch employeesQualificationsBranch Operations Specialist5+ years banking experience2+ years supervisory experience2+ years operations experienceProficient in Word, Excel, Outlook & banking systemsNotary Public preferredBranch Operations Officer8+ years banking experience4+ years supervisory experience4+ years operations experienceProficient in Word, Excel, Outlook & banking systemsNotary Public preferredEqual Opportunity Employer / Disabled / Protected VeteransThe Know Your Rights poster is available here:pay transparency policy is available here:temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Created: 2026-04-02