Operational Branch Services Officer

WESTAMERICA BANK • Novato, CA

198d

About The Position

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Weekly Working Hours: 40.

Requirements

• Good customer relations and basic math skills required.

Responsibilities

• Provide quality service to customers under direct supervision.
• Deliver 5 Points of Service to external customers.
• Adhere to QIS standards minimum 95%.
• Actively contribute to team success through clear, effective communication with co-workers.
• Make outbound service or sales calls via telephone and written correspondence as directed by CSM.
• Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained.
• Meet goal of $110/FTE per month on average.
• Assist CSM with internal sales activity for new product and service referrals.
• Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts.
• Cross sell appropriate products and services to clients and prospects.
• Contribute to Key Initiatives.
• Exercise sound judgment to protect Bank assets and control losses.
• Assist CSM with Audit readiness of branch.
• Coach / train staff.
• Meet attendance guidelines.
• Respond well to constructive feedback and work to correct any noted concerns.
• Support CSM with teller line coverage and schedules.
• Provide support with daily operational tasks under the direction of the CSM.
• Adhere to Control Consciousness policies and procedures.
• Follow branch security procedures in opening, closing, and branch operations.
• Complete regulatory tutorials to ensure understanding of compliance standards and expectations.
• Meet established standards for accuracy and compliance with policies and procedures.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees