Branch Services Manager - Capitol Hill

About the role

Mechanics Bank is seeking a Branch Services Manager to lead and manage a Retail Branch. This role oversees day-to-day operations, customer service, and employee development.

Responsibilities

• Manages and provides leadership to branch employees.
• Leads daily huddles and regular branch meetings.
• Hires and develops quality staff ensuring proper skills and staffing levels.
• Coaches staff for improved performance, conducts performance reviews, and develops individual performance goals.
• 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.
• Manages budgeting and forecasting for the branch.
• Manages 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.
• Ensures adherence to bank policies, legal regulations, and procedures to minimize risk.
• Maintains branch security by coaching and training staff in security procedures.
• 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.
• Safeguards customer information and ensures compliance with regulatory requirements.
• Ensures controls are maintained over items such as keys and combinations, and cash and transactional limits.
• Assists customers with account maintenance, online banking, mobile banking, and other complex account issues.
• Schedules and 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.
• Provides notary and medallion signature guarantee services to customers.
• May provide remote approvals to staff at other branch locations.
• Assists at other branches as needed.
• Creates a warm, welcoming and friendly experience for all customers and employees.
• Models exemplary customer service qualities demonstrating a positive attitude and customer first culture.
• Responsible for overseeing efficient lobby management and building a trusting branch experience for customers.
• Assists customers with account servicing needs and resolves difficult customer issues with diplomacy.
• Effectively interviews and profiles new and existing customers to recommend appropriate banking products and services.
• Promotes the full range of deposit treasury management, and lending products and services that best meets the customer’s needs.
• Establishes and maintains relationships with current and potential customers in anticipation of increasing deposits and fee income from the sale of bank products.
• Performs follow-up calls to new and existing customers to ensure customer satisfaction, answers any questions.

Requirements

• High School Diploma or GED required.
• Additional experience may be considered in lieu of degree.
• Minimum of 5 years of banking experience with an emphasis in operations.
• Minimum of 2 years of management experience.
• Excellent interpersonal skills; successful experience managing and leading people.
• 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.
• Ability to motivate employees to provide excellent customer service, demonstrate initiative, and achieve results.
• Excellent interpersonal skills; successful experience managing and leading people.
• Considered a customer service role model.
• Ability to effectively introduce and sell Bank products and services.
• Ability to communicate effectively with customers and staff from a variety of backgrounds.
• Ability to motivate employees to provide excellent customer service, demonstrate initiative, and achieve results.
• Knowledge of current applicable federal and state banking regulations.
• Subject-matter expert with regards to small business structures, operational requirements, regulatory and financial issues.
• The ability to analyze and apply the consumer and small business banking needs with specific Bank services and products.
• ADA Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Qualifications

• High School Diploma or GED required.
• Additional experience may be considered in lieu of degree.
• Minimum of 5 years of banking experience with an emphasis in operations.
• Minimum of 2 years of management experience.
• Excellent interpersonal skills; successful experience managing and leading people.
• 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.
• Ability to motivate employees to provide excellent customer service, demonstrate initiative, and achieve results.
• Excellent interpersonal skills; successful experience managing and leading people.
• Considered a customer service role model.
• Ability to effectively introduce and sell Bank products and services.
• Ability to communicate effectively with customers and staff from a variety of backgrounds.
• Ability to motivate employees to provide excellent customer service, demonstrate initiative, and achieve results.
• Knowledge of current applicable federal and state banking regulations.
• Subject-matter expert with regards to small business structures, operational requirements, regulatory and financial issues.
• The ability to analyze and apply the consumer and small business banking needs with specific Bank services and products.
• ADA Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Skills

• Strong leadership and management skills.
• Excellent interpersonal and communication skills.
• Proven ability to motivate employees to provide excellent customer service.
• Thorough knowledge of banking services and products.
• Ability to analyze and apply consumer and small business banking needs with specific Bank services and products.
• Knowledge of current applicable federal and state banking regulations.
• Experience in managing budgets and forecasting.
• Ability to identify and report suspicious patterns of activity related to money laundering.
• Experience in implementing new programs, products, and processes within the branch.
• Ability to maintain branch security and adhere to regulatory requirements.

Benefits

• Comprehensive employee benefits program including medical, prescription, dental, and vision coverage, life insurance, AD&D, and disability.
• Employer-paid Employee Assistance Program, Health Savings Account, Flexible Spending Accounts, and 401(k) with company contribution.
• Tuition Reimbursement Program and Student Loan Assistance.
• Volunteer Time Off.
• Discounted rates on primary residence loans with $0 origination fees.
• Free personal checking and savings account.
• Supplemental Health plans, Voluntary Legal and Identity Theft Services.
• 11 paid holidays, paid sick days, and paid vacation days.
• California privacy and security policies.

Pay

$80,168.40 - $139,730 annually. AIP Bonus up to 10%.

Schedule

Travel: 0-10%