Branch Services Manager

Mechanics Bank•Beverly Hills, CA

2d•$72,000 - $105,000•Onsite

About The Position

Mechanics Bank is seeking a Branch Services Manager to manage an on-site retail branch. The role oversees branch operations, staffing, cash management, security, compliance, budgeting, and performance against production and service goals. It develops and executes strategies for customer retention and acquisition, employee development, branch efficiency, and operational soundness. The manager leads, hires, trains, coaches, and evaluates branch employees; oversees teller-line and transaction activities; handles customer service needs and complex issues; and promotes appropriate bank products and services. The role ensures compliance with bank policies and applicable regulations, manages operational risk and security controls, and maintains strong customer relationships. 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 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.
Ability to introduce and sell bank products and services effectively.
Ability to communicate effectively with customers and staff from a variety of 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.

Nice To Haves

Notary license.

Responsibilities

Lead branch employees, conduct daily huddles and regular meetings, coach staff, perform reviews, and establish performance goals.
Hire, train, develop, and retain staff; maintain suitable staffing levels and address performance issues, including disciplinary action or termination.
Manage overall branch performance and implement strategies to meet production, service, customer retention, and acquisition goals.
Develop branch strategic plans covering customer and employee retention, succession planning, efficiency, and operational soundness.
Manage branch budgeting and forecasting, including FTE budget management.
Oversee branch compliance and operations, set priorities, resolve operating issues, and recommend process improvements.
Conduct and administer self-audits, review and approve daily reports, verify cash balances, and ensure compliance with bank policies, regulatory requirements, risk management, and safety and security requirements.
Maintain branch security controls, including controls over keys, combinations, cash, and transaction limits; coach staff on security procedures.
Implement new branch programs, products, and processes; identify emerging issues and trends.
Identify and report suspicious activity that may be related to money laundering.
Schedule staff to provide appropriate lobby coverage and oversee teller-line, cash-handling, dual-control, ATM servicing, and cash-ordering functions.
Provide deposit services, open and close customer accounts, and ensure account documentation is obtained, reviewed, and stored according to bank policy.
Assist customers with account maintenance, online and mobile banking, and complex account issues.
Perform teller transactions and wire transfers; accept, verify, and process customer transactions, review accounts before overrides, and identify red flags or potentially fraudulent items.
Receive and process consumer and small-business loan applications.
Provide notary and medallion signature guarantee services.
Provide remote approvals for staff at other branches and assist at other branches as needed.
Create a welcoming customer experience, oversee lobby management, and resolve difficult customer issues diplomatically.
Interview and profile customers and recommend appropriate deposit, treasury management, lending, and other bank products and services.
Build relationships with current and prospective customers to increase deposits and fee income.
Provide professional, accurate, prompt customer service in person and over the phone, and follow up with customers to support satisfaction.

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 accounts.
Discounted rates on primary residence loans with $0 origination fees, subject to restrictions.
Retail Incentive Plan eligibility.
Annual incentive bonus of up to 10%.