Senior Branch Specialist

Job Summary

This role is located in Orlando, FL

This role is ideal for a driven and professional banking professional with strong operational knowledge, excellent client service skills, and leadership potential to grow into a senior leadership position within the branch.

The ideal candidate will be bilingual in English and Spanish and possess a strong background in branch operations, customer relationship management, and business development. This position plays a key role in supporting branch growth through proactive client engagement, referrals, and relationship-building within the community.

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Essential Duties & Responsibilities:

Deliver high-touch customer service through in-branch, phone, and email interactions
Assist clients with account inquiries, banking services, and issue resolution while identifying opportunities for additional banking solutions
Generate referrals to lending, treasury, wealth management, and other banking partners
Support deposit growth and relationship acquisition through proactive client engagement and follow-up activities
Build and maintain relationships with Centers of Influence (COIs), including CPAs, attorneys, realtors, and community organizations
Participate in calling campaigns, networking efforts, and community outreach initiatives
Track customer interactions, referrals, pipeline activity, and follow-ups within banking systems
Assist with execution of branch business plans and annual growth goals
Support daily branch operations to ensure accuracy, efficiency, and compliance
Serve as backup support for branch operational functions, including transaction processing, approvals, and vault/cash responsibilities
Act as a point of contact for operational issues and assist with problem resolution
Ensure compliance with internal controls, banking policies, and regulatory requirements
Support audits, reporting, risk assessments, and operational reviews
Assist with account opening reviews and ensure documentation complies with BSA/AML standards
Ensure proper handling of CTRs, SARs, and regulatory compliance procedures
Collaborate with internal teams to support branch operations and customer service initiatives

Minimum Requirements:

Minimum 3–5 years of banking experience required
Bilingual in English and Spanish required
Previous customer-facing banking, sales, or branch operations experience required
Strong operational and client service background within a banking environment
Experience with branch operations, account opening procedures, and compliance processes
Strong interpersonal and relationship-building skills
Driven, professional, and ambitious personality with leadership potential
Ability to identify client needs and generate referrals
Knowledge of BSA/AML procedures, CTRs, and SARs preferred
Proficiency in Microsoft Office and banking software systems
Strong organizational skills and attention to detail
Ability to multitask and work effectively in a fast-paced environmentTeam-oriented mindset with strong professionalism and adaptability

Senior Branch Specialist

Job Summary

Essential Duties & Responsibilities:

Minimum Requirements:

Apply Now

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