AVP, Branch Projects Officer

Poppy Bank•Santa Rosa, CA

8d•$80,000 - $100,000•Onsite

About The Position

This position supports the Heads of Branch Banking with reporting, logistics, organization, calendaring, administrative, and other duties pertaining to those roles. The individual must be knowledgeable with the bank’s systems, programs, and processes; must possess strong organizational skills; and must be capable of handling multiple assignments and tasks simultaneously. The position may also assist other branch leadership roles, including area and branch managers, as directed by the Heads of Branch Banking. This position requires that the individual work in office, independently, and with minimal supervision. Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.

Requirements

Minimum 5 years branch operations experience in the financial services or banking industry
Solid technology skills, including proficiency with Microsoft office (Outlook, Word, Excel, SharePoint, Power Point) and banking software applications
Strong organizational and time management skills with proven ability to prioritize and manage workload and to instill a sense of urgency in others as necessary to meet deadlines and goals

Responsibilities

Coordinates special projects as assigned, either by directly performing the work or coordinating with third parties, to ensure the projects are successfully completed on time and within budget
Helps organize team meetings, including calendaring and logistics, and assists with the preparation of meeting materials, including slide decks and handouts
Assists with the hiring process for branch employees, including screening resumes, scheduling interviews for branch leadership, checking references, and coordinating with HR to complete the offer process
Prepares dashboards, KPI analysis, and other reports to aid branch leadership with evaluating branch performance
Assists with the preparation of new branches for opening by coordinating staffing, training, and ordering supplies
Coordinates the branch employee review process
Helps track deliverables, commitments, and deadlines for branch leadership positions
Assists with client escalations, including directly working with clients to deescalate issues and coordinating calls/meetings with branch leaders when needed
Acting as a resource to assist high profile clients to include relationships with large checking account balances that don’t already have a relationship manager assigned to them
Arranges travel plans for branch leaders and employees
Prepares other reports and materials for area and branch managers, as requested by the Heads of Branch Banking, that aid in performing their job duties
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned