Branch Review Specialist jobs in Everett, WA

Branch Review Specialist conducts branch internal audits to determine whether business controls are sufficient and effectively executed in accordance with bank policies and procedures. Tests established procedures to ensure operational efficiency within branch offices. Being a Branch Review Specialist determines whether branches are performing their planning, accounting, custodial, or business control activities in compliance with management instructions, policies, and procedures. Evaluates functions and activities in assigned areas to determine the nature of operations and the adequacy of systems to achieve established objectives. Additionally, Branch Review Specialist recommends corrective actions and improvements. Requires a bachelor's degree. Typically reports to a supervisor or manager. The Branch Review Specialist occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Branch Review Specialist typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Senior Branch Services Specialist
  • Global Credit Union
  • Everett, WA FULL_TIME
  • Overview

    Reports to: Varies by location

     

    Functions Supervised: None 

     

    Primary Functions: Provide branch assistance to area branches. Assist in conducting training to branch employees with an emphasis placed on providing prompt, professional, helpful, knowledgeable, and courteous member service while recommending financial products and services to meet member needs. Provide support regarding new products, services, technology, and new programs and processes to encourage change. Contribute to the growth of the credit union by achieving individual, branch, and business line goals through leadership activities.

    Duties and Responsibilities:

  • Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
  • Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
  • Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
  • Coach, lead and motivate branch employees, and assist with training of products and services and updates on policies and procedures for area branches.
  • Build meaningful relationships by participating in branch promotions and community events.
  • Obtain state mandated insurance license to quote and bind Personal Lines insurance products.
  • Support the Member Service Center by monitoring call activities and appropriately allocating assistance as branch and MSC needs arise.
  • Provide recommendations for branch and organizational enhancements with consideration for the member and employee experience.
  • Assume supervision and responsibility for area branches as assigned.
  • Perform other duties as assigned.
  • Qualifications

    Education: High school graduate or equivalent.

    Creditable Experience in Lieu of Education: Two years of increasingly responsible experience in a related field preferred.Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Strong communication and personnel management skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Must be able to travel and may require use of own vehicle. Must be able to lift 25 pounds.

    Tenure: Senior Branch Services Specialist, Category 12, requires six months tenure in the Senior Financial Service Representative, Category 13 position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Directly related work experience and/or accelerated training completion may be substituted for tenure.

     

    Compensation

    Senior Branch Services Specialist (Category 12)

     

    Salary Pay Range: $48,387 - $73,549 annually. Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.

     

    In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.

    Benefits

    • Short-term and long-term incentives
    • Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
    • 401(k) plan with a 5% match
    • Employee Assistance Program (EAP)
    • Life and disability coverage
    • Voluntary cash benefits for accident, hospitalization and critical illness
    • Tuition Reimbursement
    • Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
    • Click here to view Global’s comprehensive Benefits Programs.

    Equal Opportunity Employer

  • 1 Month Ago

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Branch Wholesale Product Specialist
  • Sherwin-Williams
  • Everett, WA FULL_TIME
  • This position works closely with commercial paint customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Wholesale Product Speci...
  • 1 Month Ago

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Utilization Review RN
  • Providence Health
  • Everett, WA FULL_TIME
  • Description Oversee utilization management and review of patients care delivery while in the hospital and provide clinical reviews and denial appeals where appropriate either during admission or post ...
  • 1 Month Ago

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Utilization Review RN
  • Providence
  • Everett, WA OTHER
  • DescriptionOversee utilization management and review of patients care delivery while in the hospital and provide clinical reviews and denial appeals where appropriate either during admission or post d...
  • 1 Month Ago

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Paid Product Tester
  • Product Review Jobs
  • MALOTT, WA FULL_TIME
  • Compensation: Varies per assignment. Up to $500 per week.Location: Remote (USA)Company: ProductReviewJobsThank you for your interest in becoming a Paid Product Tester. This opportunity is for completi...
  • 28 Days Ago

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Branch Manager
  • Stoneway Roofing Supply - Lynnwood
  • Lynnwood, WA FULL_TIME
  • Branch Manager is an opportunity to be part of a growing company where you truly feel like an entrepreneur with the support you need to succeed. We value hard work, leadership, and communication. Spec...
  • 10 Days Ago

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0 Branch Review Specialist jobs found in Everett, WA area

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Guest Services Manager
  • Net2Source Inc.
  • Mukilteo, WA
  • Hi, Net2Source is a Global Workforce Solutions Company headquartered at NJ, USA with its branch offices in Asia Pacific ...
  • 4/26/2024 12:00:00 AM

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Guest Services Manager
  • Net2source Inc.
  • Mukilteo, WA
  • Hi, Net2Source is a Global Workforce Solutions Company headquartered at NJ, USA with its branch offices in Asia Pacific ...
  • 4/25/2024 12:00:00 AM

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System Safety Engineer
  • Net2source Inc.
  • Everett, WA
  • Net2Source is a Global Workforce Solutions Company headquartered at NJ, USA with its branch offices in Asia Pacific Regi...
  • 4/23/2024 12:00:00 AM

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Sanitation Assistant
  • Advance Services Inc
  • Mukilteo, WA
  • Sanitation Assistant Now Hiring! Use your attention to detail and thorough abilities to keep production equipment clean ...
  • 4/23/2024 12:00:00 AM

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Flight Control Engineer
  • Net2Source Inc.
  • Everett, WA
  • Net2Source is a Global Workforce Solutions Company headquartered at NJ, USA with its branch offices in Asia Pacific Regi...
  • 4/22/2024 12:00:00 AM

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Private Client Banker - Murphys Corner - Everett, WA
  • Jpmorgan Chase & Co.
  • Everett, WA
  • You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by buildin...
  • 4/22/2024 12:00:00 AM

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Local CDL A or CDL B Driver
  • Stoneway Roofing Supply - Arlington
  • Arlington, WA
  • Local CDL A or CDL B Driver We are committed to the personal and professional growth of our team members and we show thi...
  • 4/3/2024 12:00:00 AM

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CDL Driver
  • Stoneway Roofing Supply - Lynnwood
  • Lynnwood, WA
  • Local CDL A or CDL B Driver We are committed to the personal and professional growth of our team members and we show thi...
  • 3/11/2024 12:00:00 AM

Everett is the county seat of and the largest city in Snohomish County, Washington, United States. It is located 25 miles (40 km) north of Seattle and is one of the main cities in the metropolitan area and Puget Sound region. Everett is the seventh-largest city in Washington state and had a total population of 103,019 at the 2010 census. The city is located at the mouth of the Snohomish River along Port Gardner Bay, an inlet of Possession Sound (itself part of Puget Sound). American settlement on the Everett peninsula began in the 1860s, with several sawmills built to serve the area's growing ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Branch Review Specialist jobs
$53,935 to $70,130
Everett, Washington area prices
were up 2.9% from a year ago

Branch Review Specialist in Columbus, MS
The branch review specialist job description covers overall performance of a branch.
December 15, 2019
Branch Review Specialist in Muskegon, MI
When a branch is not working at its best, a review specialist comes in.
January 05, 2020
Branch Review Specialist in New Brunswick, NJ
A branch review specialist has a specific set of duties outside of management and basic customer service within a bank branch.
January 16, 2020