Branch Services Manager

Mechanics Bank•Marysville, WA

1d•Onsite

About The Position

Mechanics Bank is seeking a Branch Services Manager to manage an on-site retail branch. The role oversees daily branch operations, staffing, cash management, security, compliance, customer service, and performance against production and service goals. The manager leads and develops employees, plans branch strategy and budgets, maintains operational soundness, and builds customer relationships while promoting banking products and services. Travel is 0–10%.

Requirements

High school diploma or GED; additional experience may be considered in lieu of a degree.
At least 5 years of banking experience, with an emphasis on operations.
At least 2 years of management experience.
Excellent interpersonal skills and successful experience managing and leading people.
Thorough knowledge of standard banking services and products, and banking 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.
Ability to introduce and sell bank products and services effectively.
Ability to communicate effectively with customers and staff from varied backgrounds.
Knowledge of applicable federal and state banking regulations.
Subject-matter expertise in small business structures, operational requirements, regulatory matters, and financial issues.
Ability to analyze consumer and small business banking needs and match them with bank services and products.
Ability to meet the physical demands of the role, including sitting, communicating, handling objects, occasional standing, walking, reaching, stooping, kneeling, crouching, or crawling, and occasionally lifting or moving up to 10 pounds.

Nice To Haves

Notary license preferred.

Responsibilities

Manage and lead branch employees, including hiring, training, coaching, performance reviews, development, staffing levels, and disciplinary actions.
Lead daily huddles and branch meetings and drive achievement of production, service, and customer experience goals.
Develop and execute branch strategic plans covering customer and employee retention, employee development, succession planning, efficiency, and operational soundness.
Manage branch budgeting and forecasting.
Oversee branch compliance and operations, set priorities, address operational issues, and recommend process improvements.
Administer self-audits, review and approve daily reports, verify cash balances, and ensure compliance with regulations, bank policies, risk requirements, and safety and security standards.
Maintain branch security and controls, including controls over keys, combinations, cash, and transactional limits; train staff on security procedures.
Lead implementation of new branch programs, products, and processes, and identify emerging issues and trends.
Identify and report suspicious activity that may be related to money laundering; review transactions for red flags and potential fraud.
Schedule staff to ensure appropriate lobby coverage and oversee deposit services for individuals, fiduciary customers, and small businesses.
Open and close customer accounts, ensure account documentation is complete and retained according to policy, and help customers with account maintenance and digital banking.
Perform and oversee teller transactions, wire transfers, cash ordering and ATM servicing assignments, overrides, and other customer transactions.
Process consumer and small business loan applications and provide notary and medallion signature guarantee services.
Resolve customer concerns and complex account issues, provide accurate and timely responses, and conduct follow-up calls to support customer satisfaction.
Interview and profile customers, recommend suitable banking products and services, and build relationships to increase deposits and fee income.
Represent the bank professionally and provide a welcoming, customer-first experience in person and over the phone.
Provide remote approvals to staff at other branches and assist at other branches as needed.

Benefits

Medical, prescription, dental, and vision coverage for employees and eligible family members.
Employer-paid Employee Assistance Program, life insurance, AD&D, and disability benefits.
Health Savings Account with employer contribution.
Healthcare and dependent care Flexible Spending Accounts and commuter/parking benefit.
401(k) and Roth 401(k) with company contribution.
529 Education Savings Plan, tuition reimbursement, and student loan assistance.
Supplemental health plans and voluntary legal and identity theft services.
11 paid holidays, paid sick days, up to 25 paid vacation days, and 16 hours of paid volunteer time per calendar year.
Free personal checking and savings account.
Discounted rates on primary residence loans with $0 origination fees, subject to restrictions.
Retail Incentive Plan AIP/bonus eligibility up to 10%.
Employees working 25 or more hours per week are eligible for health benefits effective the first day of the month following or coinciding with their hire date.