Banking Services Officer

Posted:
8/21/2024, 5:00:00 PM

Location(s):
Danville, California, United States ⋅ California, United States

Experience Level(s):
Mid Level ⋅ Senior

Field(s):
Customer Success & Support ⋅ Sales & Account Management

Workplace Type:
Remote

Mechanics Bank is currently searching for a Banking Services Officer to join our team at our Danville Branch.

The Banking Services Officer is responsible for managing the administrative, compliance, operations, and day-to-day functions of a Retail Branch. Under remote supervision the Area Operations Manager provides leadership to branch operations and FTE management with dotted line reporting to the Branch Manager. Leads branch in compliance, operations, service, and human resource related tasks for the operations staff. Develops and coaches employees in the branch. Is a subject matter expert in Bank policies and procedures and provides assistance on complex transactions. Oversees and supports the teller line, cash handling, dual control functions and is responsible for branch operations, staffing schedules, FTE budget management, and employee training and development. Ensures operations staff supports branch sales production activities through ethical referrals. Ensures exemplary customer service is provided and addresses any customer service escalations. 

What you will do:

  • Manages the compliance and operations functions of a Retail branch. Sets priorities for Retail office operations, identifies and analyzes operating issues, solves operational issues and provides input for improvement in processes and procedures. Administers monthly, quarterly and annual self-audit checklist, reviews, approves daily reports, and verifies cash-on-hand balances. Responsible for compliance with regulatory requirements, adherence to Bank policies and procedures, risk management requirements, and safety and security of the branch. Responsible for overall operational quality of the branch as measured by internal audits, operational soundness reviews, and reports from other departments of the Bank.

  • Manages a team of employees.  Provides leadership, coaching, feedback and developmental support.  Leads daily huddles in conjunction with branch management and regular branch operational meetings. Trains employees on cross-functions to ensure smooth operations of the branch. Hires new employees, conducts performance assessments, initiates disciplinary actions, and recommends promotions.

  • Ensures exemplary customer services standards in branch. Manages appropriate staffing and skill levels in branch to support customer and business needs. Addresses and resolves customer complaints or concerns promptly. Ability to perform transactions for customers including, teller transactions, large cash transactions, and safe deposit box functions.

  • Responsible for collaborating with Branch Manager to develop and execute strategic plan for branch success, including business development, customer retention, employee development and retention, succession planning, operational soundness and branch efficiency. Reviews, prepares and analyzes reports, and makes recommendations for improvement.

  • Manages the office in the absence of the Branch Manager.

  • Ensures active community participation and leadership, including CRA activities, in the local community.

Who you are:

  • High School Diploma or GED required or equivalent combination of education and experience required.

  • Minimum 5 years banking experience with an emphasis in operations required.

  • Minimum 2 years management experience preferred.

  • Notary license preferred.

  • Thorough knowledge of Retail Office operations, including complex transactions, Bank policy and procedures, and Risk Management policies.

  • Thorough knowledge and skills related to standard banking services and products and banking internal operating policies and procedures.

  • Knowledge of small business and consumer credit principles and practices.

  • Excellent interpersonal skills; successful experience managing and leading people.

  • Knowledge of State and Federal banking regulations pertinent to retail operations.

  • Leadership ability to supervise and direct subordinate employees, and to provide coaching and development.

  • Skilled handling customer issues in difficult situations.

  • Excellent organizational skills to direct workflow, balance assignments, and provide consistent scheduling to ensure complete office coverage.

  • Attention to detail and accuracy to mitigate risk.

  • Considered a customer service role model.

#LI-ML1

Pay Range:    $66,560 -   $78,000   annually

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

  • Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
  • Please view Equal Employment Opportunity Posters provided by OFCCP here.
  • To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit https://www.mechanicsbank.com/California-Consumer-Residents