Branch Services Manager - Bainbridge Island

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.
• 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.
• 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.
• 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.
• Learns and implements 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.
• Schedules ATM servicing and cash ordering, may assume these duties.
• Accepts, verifies, and processes basic to more complex customer transactions.
• 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.
• Schedules ATM servicing and cash ordering, may assume these duties.
• Accepts, verifies, and processes basic to more complex customer transactions.
• 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.
• Schedules ATM servicing and cash ordering, may assume these duties.
• Accepts, verifies, and processes basic to more complex customer transactions.
• 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.
• Schedules ATM servicing and cash ordering, may assume these duties.
• Accepts, verifies, and processes basic to more complex customer transactions.
• 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.
• Schedules ATM servicing and cash ordering, may assume these duties.
• Accepts, verifies, and processes basic to more complex customer transactions.
• 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.
• Schedules ATM servicing and cash ordering, may assume these duties.
• Accepts, verifies, and processes basic to more complex customer transactions.
• 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.
• Schedules ATM servicing and cash ordering, may assume these duties.
• Accepts, verifies, and processes basic to more complex customer transactions.
• 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.
• Schedules ATM servicing and cash ordering, may assume these duties.
• Accepts, verifies, and processes basic to more complex customer transactions.
• 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.
• Schedules ATM servicing and cash ordering, may assume these duties.
• Accepts, verifies, and processes basic to more complex customer transactions.
• 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.
• Schedules ATM servicing and cash ordering, may assume these duties.
• Accepts, verifies, and processes basic to more complex customer transactions.
• 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.
• Schedules ATM servicing and cash ordering, may assume these duties.
• Accepts, verifies, and processes basic to more complex customer transactions.
• 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