Branch Operations & Development Representative
Listed on 2026-01-17
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Finance & Banking
Banking Operations, Banking & Finance
GENERAL DESCRIPTION OF POSITION
The Branch Operations and Development Representative processes a wide range of financial transactions for customers, sells negotiable instruments, cross-sells Bank products, and suggests possible services. This position answers questions, builds relationships with customers, and handles all preparations for customers to begin receiving services.
ESSENTIAL DUTIES AND RESPONSIBILITIESTo perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION AND EXPERIENCEKnowledge of a specialized field (however acquired), such as basic accounting, computer, etc. Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 12 to 18 months related experience and/or training, or equivalent combination of education and experience.
COMMUNICATION SKILLSAbility to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence. ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization. Ability to read, analyze, and understand general business/company related articles and professional journals;
ability to speak effectively before groups of customers or employees.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.
CRITICAL THINKING SKILLSAbility to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONSNot indicated.
PREFERRED CERTIFICATES, LICENSES, REGISTRATIONSNot indicated.
SOFTWARE SKILLS REQUIREDIntermediate: 10-Key, Accounting, Spreadsheet, Word Processing/Typing
Basic:
Alphanumeric Data Entry, Contact Management, Database
Periodically…
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