Branch Operations Specialist
Core
Administrative and operational support for a financial services branch, handling client onboarding, document processing, and cash management.
Role type
Branch Operations Specialist
Builds
Client accounts and branch operational workflows
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Cash handling, document processing, client onboarding support, audit preparation assistance, inventory management, general administrative support
Preferred skills
None stated
Technologies
None stated
Responsibilities
Receive and direct visitors and telephone calls; sort and distribute mail; process money movement and check delivery; transmit and receive messages with home office; process securities transactions; assist with audit preparation; assist with opening client accounts; monitor document status via scanning and submission; maintain inventory and office supplies.
Seniority
Entry-level to Junior