Senior Branch Specialist

Senior Branch Specialist at New Edge Associates a Talent Acquisition Firm Senior Branch Specialist at New Edge Associates a Talent Acquisition Firm in Winter Park, Florida Posted in 1 day ago.

Type:

full-time

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.