Branch Operations Specialist

Branch Operations Specialist

Requirements

• Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies.
• Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.
• Works at an intermediate level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works with guidance.
• Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
• Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
• Works at an intermediate level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works with guidance.
• Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements.
• Works under supervision at an elementary level to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
• Works at a basic level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization’s ability. Typically works under close supervision.
• Applies understanding of the business environment and objectives to develop solutions with guidance but not constant supervision.
• Works with guidance (but not constant supervision) to orient the seller’s organization around delivering to the key needs of their customers.
• Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.
• Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance (but not constant supervision).
• Works under supervision at an elementary level to quickly and effectively establish trust within the buying centers in the client’s organization.
• Works under supervision at an elementary level to meet high customer service standards.
• Works under supervision at an elementary level to understand and effectively operate all customer management systems.
• Works under supervision at an elementary level to grow the value of the account through cross-sell and up-sell opportunities.
• Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system.
• Works under supervision at an elementary level to uncover clients’ explicit needs and/or unforeseen opportunities and challenges.
• Works at a basic level to recognize sales opportunities during service interactions to enhance overall customer service. Typically works under close supervision.

Responsibilities

• Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
• Ensure a positive experience for clients by having courteous interactions with them.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.
• Carry out standard customer service activities and handle simple customer inquiries.
• Organize own work schedule each day in line with changing priorities.
• Carry out simple sales support tasks and provide help to others.
• Help manage internal client relationships by carrying out simple procedural tasks.
• Support others by carrying out simple financial monitoring tasks.
• Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.
• Create, organize, and maintain files containing the correspondence and records of a senior colleague.
• Provide an efficient counter service by carrying out standard branch operations tasks and informing customers about simple products.

Preferred Qualifications

No preferred qualifications provided.