Branch Services Manager

Mechanics Bank • Cambria, CA

2d • $71,000 - $95,000 • Onsite

About The Position

Mechanics Bank is currently searching for a full time Branch Services Manager to join our team at our Cambria Branch. The Branch Services Manager is responsible for overseeing the day-to-day operations of a branch, ensuring financial success, customer satisfaction, staff development and operational soundness. Provides executive direction to office operations and production staff. Ensures high quality processes and ethical sales in the branch. Directs and develops subordinates who provide a full range of banking products and services. Retains and expands relationships with existing customers and promotes and develops new business. Represents the Bank in the community. Models and leads all sales functions inside the branch office. Is a subject matter expert in Bank Policies and Procedures and provides assistance on complex transactions. Oversees and supports the teller line, cash handling, dual control functions and is responsible for branch operations, staffing schedules, FTE budget management, and employee training and development. What you will do: Manages a Retail Branch office and is responsible for overall performance including achievement of production and service goals. Develops and implements strategies to achieve financial objectives. Drives team performance to achieve goals thorough huddles, meetings, coaching, direction and leading by example. Personally performs sales activities. Manages the compliance and operations functions of a Retail Branch. Sets priorities for Retail office 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 for the safety and security of the branch. Responsible for overall operational quality of the branch as measured by internal audits, operational soundness reviews, and reports from other departments of the Bank. Manages and provides leadership to branch employees. Leads daily huddles and regular branch meetings. Performs human resource management tasks including; hiring, performance appraisals, promotions, salary increases, coaching, training, development, and disciplinary actions. Develops and executes strategic plan including business development, customer retention, employee development and retention, succession planning, branch efficiency, and operational soundness. Monitors and analyzes financial performance, prepares reports, and makes recommendations for improvement. Manages budgeting and forecasting for the branch. Ensure exemplarily customer services standards in branch. Manages appropriate staffing and skill levels in the branch to support customer and business needs. Address and resolve customer complaints or concerns promptly. Ability to perform transactions for customers including, teller transactions, large cash transactions, and safe deposit box functions. Ensures active community participation and leadership, including CRA activities in the local community. Who you are: High School Diploma or GED required or equivalent combination of education and experience Notary license preferred. Minimum of 5 years of banking experience with an emphasis in operations and sales required. Minimum of 2 years of leadership experience preferred. Excellent interpersonal skills; successful experience managing and leading people. Thorough knowledge and skills related to standard banking services and products and internal 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. 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. #LI-DNI

Requirements

• High School Diploma or GED required or equivalent combination of education and experience
• Minimum of 5 years of banking experience with an emphasis in operations and sales required.
• Excellent interpersonal skills; successful experience managing and leading people.
• Thorough knowledge and skills related to standard banking services and products and internal 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.
• 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.

Nice To Haves

• Notary license preferred.
• Minimum of 2 years of leadership experience preferred.

Responsibilities

• Manages a Retail Branch office and is responsible for overall performance including achievement of production and service goals.
• Develops and implements strategies to achieve financial objectives.
• Drives team performance to achieve goals thorough huddles, meetings, coaching, direction and leading by example.
• Personally performs sales activities.
• Manages the compliance and operations functions of a Retail Branch.
• Sets priorities for Retail office 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 for the safety and security of the branch.
• Responsible for overall operational quality of the branch as measured by internal audits, operational soundness reviews, and reports from other departments of the Bank.
• Manages and provides leadership to branch employees.
• Leads daily huddles and regular branch meetings.
• Performs human resource management tasks including; hiring, performance appraisals, promotions, salary increases, coaching, training, development, and disciplinary actions.
• Develops and executes strategic plan including business development, customer retention, employee development and retention, succession planning, branch efficiency, and operational soundness.
• Monitors and analyzes financial performance, prepares reports, and makes recommendations for improvement.
• Manages budgeting and forecasting for the branch.
• Ensure exemplarily customer services standards in branch.
• Manages appropriate staffing and skill levels in the branch to support customer and business needs.
• Address and resolve customer complaints or concerns promptly.
• Ability to perform transactions for customers including, teller transactions, large cash transactions, and safe deposit box functions.
• Ensures active community participation and leadership, including CRA activities in the local community.

Benefits

• Medical, prescription, dental, and vision coverage for employees and their 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 Program and Student Loan Assistance Program
• Supplemental Health plans, Voluntary Legal and Identity Theft Services
• 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
• Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees