Operational Branch Services Officer On-Call

WESTAMERICA BANK•Sonoma, CA

10h•Onsite

About The Position

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join 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, this role provides quality service to customers and promotes sales of bank services and products. The position requires travel to other branches as assigned by the region.

Requirements

Good customer relations skills.
Basic math skills.

Responsibilities

Deliver 5 points of service to external customers (Your community banker, sundown rule, it is your time, 24 hours or bust, statement of fact and everybody makes a difference).
Adhere to QIS standards minimum of 95%.
Actively contributes to team success through clear and effective communication with co-workers.
Make outbound service or sales calls via telephone and written correspondence as direct by the Customer Service Manager.
Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained.
Meet goal of $110/FTE per month on average.
Assist Customer Service Manager 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 judgement to protect bank assets and control losses.
Assist Customer Service Manager with Audit readiness of branch.
Coach/Train staff.
Meet attendance guidelines.
Respond well to constructive feedback and work to correct any noted concerns.
Support Customer Service Manager with teller line coverage and schedules.
Under the direction of the Customer Service Manager, provide support with daily operational tasks.
Process branch capture, certifications, assist 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.
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.
Complete regulatory tutorials to ensure understanding of compliance standards and expectations.
Answer regulatory questions correctly during Audit/Branch Review.