CrawlJobs Logo

Branch Operations Specialist

Raymond James

Location Icon

Location:
United States , Ann Arbor

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

Under general supervision, uses general knowledge and skills obtained through training and experience to process money movement of client funds. General instructions and procedures are provided to perform routine standardized tasks. Resolves routine questions and problems and refers more complex issues to a higher level.

Job Responsibility:

  • Receives and directs visitors and telephone calls
  • maintains record of inquiries
  • Sorts, screens and distributes incoming and outgoing mail
  • Processes money movement of funds, disbursements and check delivery
  • Transmits and receives messages with home office
  • Processes securities transactions, including transmitting orders, cancellation and correction of orders and, ensuring delivery to home office according to proper mailing procedures with confirmation of receipt
  • Maintains documentation to cashiering according to compliance requirements
  • Assists branch managements with audit preparation
  • Assists with opening client accounts by properly completing and submitting required forms
  • Supports client onboarding
  • Monitors document status through importing, scanning and submission of documents
  • Provides general administrative support to branch management
  • Maintains, processes and updates files, records and other documents
  • Maintains inventory, stocks and distributes office supplies
  • Cross-trains and assists with other operational functions as required
  • Performs other duties and responsibilities as assigned

Requirements:

  • Company’s working structure, policies, mission, and strategies
  • General office practices, procedures, and methods
  • Financial services industry investment concepts, practices and procedures
  • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels
  • Use mathematics sufficient to complete money movement and reporting tasks
  • High School Diploma or equivalent and prefer a minimum of one (1) years’ experience in industry or related field preferred
  • An equivalent combination of experience, education, and/or training as approved by Human Resources

Additional Information:

Job Posted:
March 10, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Branch Operations Specialist

Branch Sales Specialist

Branch Sales Specialists (6a-2:30p or 7a-3:30p, M-F) provide solutions and easil...
Location
Location
United States , YORKTOWN
Salary
Salary:
21.11 - 24.00 USD / Hour
grainger.com Logo
W. W. Grainger
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or equivalent
  • 1+ years of experience in related field
  • Lift up to 50 pounds unassisted and heavier loads with assistance
  • Adapt communication and style to differing audiences whether it is different personality types, other team members, in writing/email, over phone, or in person
  • Operate powered industrial equipment
  • Ability to pass federal background check
Job Responsibility
Job Responsibility
  • Use inclusive behaviors and use multi-tasking/prioritization to serve as subject matter expert for branch team members
  • Use advanced skills to maximize sales opportunities, take ownership and lead by example with all showroom sales promotions and product specials, and exceed customer expectations
  • Oversee the entire customer experience. This includes appropriate product selection, accurate order entry and maintenance, safely picking product, and safely loading customer vehicle.
  • Learn and easily navigate through several computer applications for customer-facing and warehouse activities
  • Perform actions consistent with branch sales focus to maximize sales opportunities and encourage customer loyalty
What we offer
What we offer
  • Medical, dental, vision, and life insurance coverage starts on day one of employment.
  • Access to up to 50% of your paycheck based on hours worked before payday.
  • 18 paid time off (PTO) days annually for full-time employees (accrual prorated based on employment start date) and 6 company holidays per year.
  • 6% company contribution to a 401(k) Retirement Savings Plan each pay period, no employee contribution required.
  • Employee discounts, parental leave, and other benefits.
  • Safety shoes provided (where applicable)
  • Fulltime
Read More
Arrow Right

Service Assurance Center Accounts Specialist

Allied Universal’s SAC operates 24 hours per day, 365 days per year, and is a cr...
Location
Location
United States , White Plains
Salary
Salary:
22.00 USD / Hour
aus.com Logo
Allied Universal®
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School diploma or equivalent
  • Minimum of one (1) year of prior customer service experience
  • Ability to navigate a web-based system and type while assisting callers
  • Experience working in a team environment as well as independently
  • Ability to multi-task in a fast-paced environment, while showcasing strong attention-to-detail
  • Strong verbal and written communication skills with an emphasis on providing excellent customer service over the phone
  • Highly motivated self-starter
Job Responsibility
Job Responsibility
  • Monitor and adjust schedules in real time by identifying unscheduled or missed shifts, ensuring site management is notified, and updating records to reflect actual service hours
  • Create and maintain accurate attendance exception records, collaborating with local branches and clients to resolve scheduling issues promptly
  • Monitor and respond to safety check calls and emergency situations by contacting appropriate personnel and documenting with incident reports
  • Train/retrain officers on call-in procedures
  • Provide feedback to account managers, by way of notes or e-mails, on anything that needs to be corrected with their accounts, employees, or site schedules
  • Use the Guard Management Platform (GMP) to ensure requests are replied to and closed out properly for proper invoicing
  • Receive calls from Allied Universal employees and transfer calls to appropriate personnel
  • Create and distribute after-action reports directly to the client
What we offer
What we offer
  • Medical, dental, vision, basic life, AD&D, retirement plan and disability insurance
  • Eight paid holidays annually, five sick days, and four personal days
  • Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.
  • Fulltime
Read More
Arrow Right

Operations Manager

Reporting to the Head of Operations, the Operations Manager will become an exper...
Location
Location
United Kingdom , Leicester
Salary
Salary:
Not provided
travisperkins.co.uk Logo
Travis Perkins
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Successful Branch Management experience
  • A data-driven professional with an analytical mind and an eye for compliance
  • Meticulously organised, capable of multi-tasking in an agile environment
  • A visible leader, with a flexible leadership style
  • An influential communicator, confident in presenting to senior stakeholders
  • Confidence in delegation
  • Committed and tenacious
Job Responsibility
Job Responsibility
  • Supporting branch management network to identify, diagnose, and seize opportunities to improve operations
  • Provide first class support to drive operational and safety compliance and high performance
  • Be a specialist in c.45 branches
  • Drive safety culture and key performance measures
  • Keep branches accountable for actions and risk assessments
  • Support branch management with stock and transport management
  • Review damage values and improve stock management practices
  • Support region in managing and optimising fleets and vehicle efficiencies
  • Complete an average of three days on site per week for at least six site visits
  • Fulltime
Read More
Arrow Right

Director, Branch Standardization

Sunbelt Rentals operates over 1,500 branch locations across North America, servi...
Location
Location
United States , Fort Mill
Salary
Salary:
146880.00 - 201960.00 USD / Year
careers.sunbeltrentals.com Logo
Sunbelt Rentals, Inc
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Operations Management, Industrial Engineering, Business, or related field required
  • 8–12+ years of experience in multi-site operations, branch management, or service center environments (construction, industrial, retail, or related sectors)
  • Advanced degree or Lean/5S certification preferred
  • Experience managing teams and leading cross-functional projects in a multi-site environment
  • Proven track record leading 5S/Lean, visual management, and standard work initiatives across multiple locations
  • Experience with layout optimization, material flow design, and time & motion studies
  • Strong change management skills
  • ability to develop training programs and audit frameworks
  • Data-driven approach with experience implementing KPIs, dashboards, and maturity models
  • Excellent communication, stakeholder management, and hands-on leadership
Job Responsibility
Job Responsibility
  • Design and implement the Sunbelt Branch Standard Playbook, including layouts, zoning, signage, labeling, and floor markings for all branch types
  • Lead the rollout of a 5S program (Sort, Set in Order, Shine, Standardize, Sustain) and integrate safety best practices across branches
  • Develop and deploy standard work processes for core branch activities (receiving, staging, picking, maintenance handoffs, inventory movement)
  • Establish and manage an audit and maturity model (Bronze/Silver/Gold) to measure and certify branch compliance with standards
  • Build and lead a team of 4–7 direct reports, including process engineers, 5S specialists, training leads, and audit analysts
  • Partner with Operations, Safety, Fleet, Facilities, and Supply Chain teams to ensure sustained adoption and continuous improvement
  • Oversee pilot programs, capture before/after metrics, and scale successful practices across regions
  • Develop training materials, toolkits, and microlearning assets to enable branch teams and champions
  • Publish dashboards and scorecards
  • deliver executive readouts and continuous improvement updates
What we offer
What we offer
  • Health, Dental and Vision plans
  • 401(k) Match
  • Volunteer time off
  • Short-term and long-term disability
  • Accident, Life and Travel insurance, as well as flexible spending
  • Tuition Reimbursement Options
  • Employee Assistance Program (EAP)
  • Length of Service Awards
  • Flex Time for Leaders
  • Fulltime
Read More
Arrow Right
New

Branch Operations Specialist

Under general supervision, uses general knowledge and skills obtained through tr...
Location
Location
United States , Little Rock
Salary
Salary:
Not provided
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or equivalent
  • one (1) or more years securities industry or related work experience preferred
  • or an equivalent combination of experience, education, and/or training as approved by Human Resources
Job Responsibility
Job Responsibility
  • Receives and directs visitors and telephone calls
  • maintains record of inquiries
  • sorts, screens and distributes incoming and outgoing mail
  • processes money movement of funds, disbursements and check delivery
  • transmits and receives messages with home office
  • processes securities transactions
  • maintains documentation to cashiering according to compliance requirements
  • assists branch managements with audit preparation
  • assists with opening client accounts
  • supports client onboarding
  • Fulltime
Read More
Arrow Right
New

Branch Operations Specialist

Job Description Summary
Location
Location
United States , Greenwood, Indiana
Salary
Salary:
Not provided
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources
  • Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)
  • General Experience - 7 to 12 months
Job Responsibility
Job Responsibility
  • Receives and directs visitors and telephone calls
  • maintains record of inquiries, as required
  • Sorts, screens and distributes incoming and outgoing mail
  • Processes money movement of funds, disbursements and check delivery
  • Transmits and receives messages with home office
  • Processes securities transactions, including transmitting orders, cancellation and correction of orders and, ensuring delivery to home office according to proper mailing procedures with confirmation of receipt
  • Maintains documentation to cashiering according to compliance requirements
  • Assists branch managements with audit preparation
  • Assists with opening client accounts by properly completing and submitting required forms
  • Supports client onboarding
  • Fulltime
Read More
Arrow Right
New

Branch Operations Specialist

Under general supervision, uses general knowledge and skills obtained through tr...
Location
Location
United States , Orlando
Salary
Salary:
Not provided
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources
Job Responsibility
Job Responsibility
  • Receives and directs visitors and telephone calls
  • maintains record of inquiries, as required
  • Sorts, screens and distributes incoming and outgoing mail
  • Processes money movement of funds, disbursements and check delivery
  • Transmits and receives messages with home office
  • Processes securities transactions, including transmitting orders, cancellation and correction of orders and, ensuring delivery to home office according to proper mailing procedures with confirmation of receipt
  • Maintains documentation to cashiering according to compliance requirements
  • Assists branch managements with audit preparation
  • Assists with opening client accounts by properly completing and submitting required forms
  • Supports client onboarding
  • Parttime
Read More
Arrow Right
New

Branch Operations Specialist

Under general supervision, uses general knowledge and skills obtained through tr...
Location
Location
United States , Ridgeland
Salary
Salary:
Not provided
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or equivalent
  • One (1) or more years securities industry or related work experience preferred
  • Equivalent combination of experience, education, and/or training as approved by Human Resources
  • General Experience - 7 to 12 months
Job Responsibility
Job Responsibility
  • Receives and directs visitors and telephone calls
  • maintains record of inquiries
  • Sorts, screens and distributes incoming and outgoing mail
  • Processes money movement of funds, disbursements and check delivery
  • Transmits and receives messages with home office
  • Processes securities transactions, including transmitting orders, cancellation and correction of orders and, ensuring delivery to home office according to proper mailing procedures with confirmation of receipt
  • Maintains documentation to cashiering according to compliance requirements
  • Assists branch managements with audit preparation
  • Assists with opening client accounts by properly completing and submitting required forms
  • Supports client onboarding
  • Fulltime
Read More
Arrow Right