TITLE:

JOB CODE:

FLSA:

Exempt

SALARY GRADE:

7

JOB FAMILY:

Retail

UNION REPRESENTATION:

NA

DEPARTMENT:

SEA Branch

SUPERVISORY ROLE Y/N:

Y

SCHEDULE:

LOCATION:

Monday-Friday

On-Site

CATEGORY:

REVISION DATE:

Full-Time

04/2026

POSITION OVERVIEW

The Branch Operations Manager is responsible for overseeing the daily operations of a small, two-person cashless branch, ensuring efficient operations, regulatory compliance, and a consistently high-quality client experience. This role serves as the primary on-site operational leader, supervising branch staff and managing internal controls, procedures, and service delivery.

The Operations Manager partners with a remotely based sales manager to support branch performance and client growth while maintaining accountability for operational effectiveness and risk management. This position acts as the escalation point for operational issues and client concerns and collaborates with internal partners, including Compliance, Risk, and IT, to ensure adherence to policies, regulatory requirements, and best practices.

This role requires strong leadership, attention to detail, sound judgment, and a commitment to fostering a culture of integrity, accountability, and client service excellence.

ESSENTIAL DUTIES

Branch Operations & Controls

• Oversee daily branch operations to ensure efficiency, accuracy, and adherence to bank policies, procedures, and internal controls.
• Monitor operational workflows and documentation to ensure compliance with regulatory and audit requirements.
• Identify process improvement opportunities to enhance service delivery and operational effectiveness.
• Serve as the primary escalation point for operational issues, procedural exceptions, and risk-related concerns.

People Leadership & Supervision

• Directly supervise assigned branch staff, including scheduling, workflow coordination, and task delegation.
• Provide ongoing coaching, performance feedback, and support professional development.
• Ensure staff are trained and informed on policies, procedures, system updates, and regulatory changes.
• Promote a culture of accountability, collaboration, and service excellence.

Client Experience

• Ensure a consistent, high-quality client experience across all branch interactions.
• Address and resolve client inquiries, concerns, and complaints in a timely and professional manner.
• Support staff in identifying client needs and delivering appropriate banking solutions.

Sales Partnership & Collaboration

• Partner with a remotely based sales manager to support branch performance and alignment with sales strategies.
• Support branch-level sales activities while maintaining primary accountability for operational execution.
• Facilitate communication and coordination between branch staff and sales leadership.

Compliance & Risk Management

• Ensure compliance with all applicable banking laws, regulations, and internal policies, including BSA and consumer protection requirements.
• Complete required reporting and documentation accurately and on time.
• Collaborate with Compliance, Risk, IT, and other internal partners to address issues and implement best practices.

• Complete all assigned mandatory compliance training on time.

The position performs duties specific to the position and other functions as assigned.

ROLE COMPETENCIES/SKILLS

• Attention to Detail
• Collaboration & Communication
• Diversity & Inclusion
• Execution & Ownership
• Time Management

• Leadership
• Dealing with Ambiguity
• Initiative
• Relationship Management
• Compliance

ENVIRONMENT, PHYSICAL & MENTAL ACTIVITIES

• The incumbent is in a non-confined office-type setting in which they are free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc.
• The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 10 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
• The incumbent for this position may operate any or all of the following: personal computer, cellular telephone, printer, fax, and other standard office equipment.
• The incumbent in this position must be able to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
• The work environment characteristics, physical and mental demands described here are representative of those an employee encounters while performing the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

POSITION REQUIREMENTS

Minimum Qualifications

• 2 years of experience in banking or financial services operations.
• 1 year of experience with direct staff supervision (e.g., scheduling, task assignment, performance feedback).
• Experience overseeing daily branch or department operations, including transactional accuracy and workflow execution.
• Experience working under regulated financial services requirements, including compliance with internal controls and applicable laws (e.g., BSA, consumer protection).
• Experience completing or supporting operational audits, reviews, or compliance reporting.
• Experience using banking systems and internal documentation tools to complete operational reporting and recordkeeping.

Preferred Qualifications

• Experience managing or supporting operations in a retail bank branch environment.
• Experience serving as an escalation point for operational issues or client concerns.
• Experience partnering with remote or matrixed managers (e.g., sales or functional leaders).
• Experience supporting client service resolution within a financial institution.
• Experience collaborating with internal partners such as Compliance, Risk, Audit, or IT.
• Familiarity with branch performance metrics or operational reporting tools.

Management reserves the right to change this position description at any time according to business needs.

COMPENSATION

The posted pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role but may include ranges from the different geographies where this position may be based. New employees' starting pay is usually from the start of the range to approximately 25% of the max, more qualified and/or experienced employees may start near the middle of the range for their geography. We may ultimately pay more or less than this range.

Compensation for our organization is based on factors that include the role, required knowledge, skills, abilities and competencies, and candidates' relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. Our pay ranges are based on national living wage indexes, such as MIT's living wage index, to enable us to pay our employees beyond what are standard practices for many employers, and also take into account geographically-specific recent compensation market survey data for each position.

BENEFITS

Beneficial State Bank's benefits include a comprehensive package designed to support you and your eligible dependents. We focus on the holistic health of our team members and promote work-life balance.

Our benefit package includes:

• Medical / Dental / Vision / Basic Life / STD / LTD
• Vacation Days: 2-4 weeks depending on role
• Sick Days: 12 days per year
• Holidays: 11 days per year
• 401(K) / ROTH / FSA / HSA / EAP
• Education and Adoption Assistance
• Bank-Wide Annual Discretionary Bonus Program
• Production-based incentive program available for some roles.
• Paid Volunteer Time: 4 days per year / annual match of qualifying employee donations
• Paid Sabbatical Program after 5 years of service
• Pet Benefits

For detailed information about our benefits, please visit http://www.beneficialstatebank.com/about-us/careers