Branch Services Manager

About the role

Mechanics Bank is currently searching for a Branch Services Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long-term relationships, and working together in person. This role will be working on-site.

Responsibilities

• Manages a Retail Branch.
  • Oversees the day-to-day operations of a branch, including cash management, security protocols, and operational compliance.
  • Develops and executes strategies to retain customers, acquire new customers, and meet branch goals.
  • Hires, trains, mentors, and coaches employees to achieve high performance and service quality.
  • Solves complex customer inquiries or complaints and maintains high satisfaction levels.
  • Ensures adherence to bank policies, legal regulations, and procedures to minimize risk.
  • 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.
• Management & Team Leadership
  • Manages and provides leadership to branch employees.
  • Leads daily huddles and regular branch meetings.
  • Counsels staff for improved performance, conducts performance reviews, and develops individual performance goals.
  • Hires and develops quality staff ensuring proper skills and staffing levels to ensure the highest level of customer service.
  • Quickly resolves issues of non-performance delivering disciplinary actions including termination.
  • Manages a Retail Branch office and is responsible for overall performance including achievement of production and service goals.
  • Develops and implements strategies to achieve objectives.
  • Drives team performance to achieve goals through huddles, meetings, coaching, direction, and leading by example.
  • Develops and executes branch strategic plan including customer retention, employee development and retention, succession planning, branch efficiency, and operational soundness.
  • Manages budgeting and forecasting for the branch.
• Branch Operations
  • Manages the compliance and operations functions of a Retail Branch.
  • Sets priorities for branch 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.
  • Maintains branch security by coaching and training staff in security procedures.
  • Ensures controls are maintained over items such as keys and combinations, and cash and transactional limits.
  • Led the implementation of new programs, products, and processes within the branch.
  • Identifies emerging issues and trends to inform decision making.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Reviews customer transactions for red flags and fraudulent items.
  • Maintains an awareness of criminal scams used against banking customers.
  • Reviews account completely prior to performing overrides.
  • Schedules staff to ensure appropriate lobby coverage.
  • Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a Retail branch.
  • Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.
  • Ensures all new account documentation is obtained, reviewed, and stored per bank policy.
  • Aids customers with account maintenance, online banking, mobile banking, and other complex account issues.
  • Solves concerns presented by customers.
  • Performs routine teller transactions, wire transfers, and works directly with customers.
  • Accepts, verifies, and processes basic to more complex customer transactions.
  • Maintains an awareness of criminal scams used against banking customers.
  • Reviews account completely prior to performing overrides.
  • Schedules staff to ensure appropriate lobby coverage.
  • Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a Retail branch.
  • Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.
  • Ensures all new account documentation is obtained, reviewed, and stored per bank policy.
  • Aids customers with account maintenance, online banking, mobile banking, and other complex account issues.
  • Solves concerns presented by customers.
  • Performs routine teller transactions, wire transfers, and works directly with customers.
  • Accepts, verifies, and processes basic to more complex customer transactions.
  • Maintains an awareness of criminal scams used against banking customers.
  • Reviews account completely prior to performing overrides.
  • Schedules staff to ensure appropriate lobby coverage.
  • Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a Retail branch.
  • Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.
  • Ensures all new account documentation is obtained, reviewed, and stored per bank policy.
  • Aids customers with account maintenance, online banking, mobile banking, and other complex account issues.
  • Solves concerns presented by customers.
  • Performs routine teller transactions, wire transfers, and works directly with customers.
  • Accepts, verifies, and processes basic to more complex customer transactions.
  • Maintains an awareness of criminal scams used against banking customers.
  • Reviews account completely prior to performing overrides.
  • Schedules staff to ensure appropriate lobby coverage.
  • Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a Retail branch.
  • Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.
  • Ensures all new account documentation is obtained, reviewed, and stored per bank policy.
  • Aids customers with account maintenance, online banking, mobile banking, and other complex account issues.
  • Solves concerns presented by customers.
  • Performs routine teller transactions, wire transfers, and works directly with customers.
  • Accepts, verifies, and processes basic to more complex customer transactions.
  • Maintains an awareness of criminal scams used against banking customers.
  • Reviews account completely prior to performing overrides.
  • Schedules staff to ensure appropriate lobby coverage.
  • Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a Retail branch.
  • Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.
  • Ensures all new account documentation is obtained, reviewed, and stored per bank policy.
  • Aids customers with account maintenance, online banking, mobile banking, and other complex account issues.
  • Solves concerns presented by customers.
  • Performs routine teller transactions, wire transfers, and works directly with customers.
  • Accepts, verifies, and processes basic to more complex customer transactions.
  • Maintains an awareness of criminal scams used against banking customers.
  • Reviews account completely prior to performing overrides.
  • Schedules staff to ensure appropriate lobby coverage.
  • Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a Retail branch.
  • Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.
  • Ensures all new account documentation is obtained, reviewed, and stored per bank policy.
  • Aids customers with account maintenance, online banking, mobile banking, and other complex account issues.
  • Solves concerns presented by customers.
  • Performs routine teller transactions, wire transfers, and works directly with customers.
  • Accepts, verifies, and processes basic to more complex customer transactions.
  • Maintains an awareness of criminal scams used against banking customers.
  • Reviews account completely prior to performing overrides.
  • Schedules staff to ensure appropriate lobby coverage.
  • Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a Retail branch.
  • Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.
  • Ensures all new account documentation is obtained, reviewed, and stored per bank policy.
  • Aids customers with account maintenance, online banking, mobile banking, and other complex account issues.
  • Solves concerns presented by customers.
  • Performs routine teller transactions, wire transfers, and works directly with customers.
  • Accepts, verifies, and processes basic to more complex customer transactions.
  • Maintains an awareness of criminal scams used against banking customers.
  • Reviews account completely prior to performing overrides.
  • Schedules staff to ensure appropriate lobby coverage.
  • Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a Retail branch.
  • Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.
  • Ensures all new account documentation is obtained, reviewed, and stored per bank policy.
  • Aids customers with account maintenance, online banking, mobile banking, and other complex account issues.
  • Solves concerns presented by customers.
  • Performs routine teller transactions, wire transfers, and works directly with customers.
  • Accepts, verifies, and processes basic to more complex customer transactions.
  • Maintains an awareness of criminal scams used against banking customers.
  • Reviews account completely prior to performing overrides.
  • Schedules staff to ensure appropriate lobby coverage.
  • Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a Retail branch.
  • Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.
  • Ensures all new account documentation is obtained, reviewed, and stored per bank policy.
  • Aids customers with account maintenance, online banking, mobile banking, and other complex account issues.
  • Solves concerns presented by customers.
  • Performs routine teller transactions, wire transfers, and works directly with customers.
  • Accepts, verifies, and processes basic to more complex customer transactions.
  • Maintains an awareness of criminal scams used against banking customers.
  • Reviews account completely prior to performing overrides.
  • Schedules staff to ensure appropriate lobby coverage.
  • Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a Retail branch.
  • Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.
  • Ensures all new account documentation is obtained, reviewed, and stored per bank policy.
  • Aids customers with account maintenance, online banking, mobile banking, and other complex account issues.
  • Solves concerns presented by customers.
  • Performs routine teller transactions, wire transfers, and works directly with customers.
  • Accepts, verifies, and processes basic to more complex customer transactions.
  • Maintains an awareness of criminal scams used against banking customers.
  • Reviews account completely prior to performing overrides.
  • Schedules staff to ensure appropriate lobby coverage.
  • Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a Retail branch.
  • Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.
  • Ensures all new account documentation is obtained, reviewed, and stored per bank policy