Operational Branch Services Officer

Westamerica Bank•Mariposa, CA

1d•Onsite

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. Under direct supervision, the Operational Branch Services Officer provides quality service to customers and promotes sales of Bank services and products. This role involves supporting both operations and platform activities within the branch, ensuring superior customer service, and contributing to sales goals and key initiatives.

Requirements

Good customer relations skills
Basic math skills

Responsibilities

Deliver 5 Points of Service to external customers.
Adhere to QIS standards minimum 95%.
Actively contributes 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.
Meets 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.
Contributes 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.
Under the direction of the CSM, provide support with daily operational tasks.
Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault.
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.
Answer regulatory questions correctly during Audit/Branch Review.
Meet established standards for accuracy and compliance with policies and procedures.
Employee’s cash differences and operating losses are within loss limits and BSA errors within allowable limits.
Complete regulatory tutorials to ensure understanding of compliance standards & expectations.
Answer regulatory questions correctly during Audit/Branch Review.