Retail Support Specialist
Core
Provide operational guidance, performance reporting, quality assurance, and administrative support to branch management and the Consumer & Business Banking leadership team.
Role type
Retail Support Specialist (Operations & Admin)
Builds
Branch operational efficiency and leadership support
Domain
Banking / Retail Operations
Deliverable
dashboards & analysis
Required skills
Performance tracking, Quality assurance, Report preparation, Meeting coordination, Travel management, Policy compliance, Data analysis, Administrative support
Preferred skills
Retail banking branch operations experience, Microsoft Excel proficiency, Problem solving, Independent work
Responsibilities
Track and report branch performance metrics; Conduct quality assurance processes to monitor customer satisfaction and policy compliance; Prepare operational and performance reports; Author and deliver weekly huddles; Support branch operations and account opening; Coordinate meetings, events, and travel for leadership; Administer employee training, travel, and reimbursement requests; Serve as primary point of contact for stakeholders; Maintain records and correspondence.