Operational Branch Services Officer

WESTAMERICA BANK•Fresno, CA

2h•Onsite

About The Position

Westamerica is one of the largest commercial banks headquartered in California, seeking an Operational Branch Services Officer to join their team. The role involves providing quality service to customers and promoting the sales of bank services and products. The officer will operate under direct supervision and contribute to the bank's goal of delivering a wide variety of financial services with superior customer service.

Requirements

Good customer relations skills.
Basic math skills required.

Responsibilities

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.
Under the direction of the CSM, provide support with daily operational tasks, including 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.
Ensure employee’s cash differences and operating losses are within loss limits and BSA errors within allowable limits.