Banking Services Officer - Atascadero
3 days ago

Job description
Mechanics Bank is looking for a full time Banking Services Officer for our Paso Robles Branch in California.The Banking Services Officer is responsible for managing the administrative, compliance, operations, and day-to-day functions of a Retail Branch.
Under remote supervision the Area Operations Manager provides leadership to branch operations and FTE management with dotted line reporting to the Branch Manager.
Leads branch in compliance, operations, service, and human resource related tasks for the operations staff. Develops and coaches employees in the branch. 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.
Ensures operations staff supports branch sales production activities through ethical referrals. Ensures exemplary customer service is provided and addresses any customer service escalations.What you will do:
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, and 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 a team of employees. Provides leadership, coaching, feedback and developmental support. Leads daily huddles in conjunction with branch management and regular branch operational meetings. Trains employees on cross-functions to ensure smooth operations of the branch. Hires new employees, conducts performance assessments, initiates disciplinary actions, and recommends promotions.Ensures exemplary customer services standards in branch. Manages appropriate staffing and skill levels in branch to support customer and business needs. Addresses and resolves customer complaints or concerns promptly. Ability to perform transactions for customers including, teller transactions, large cash transactions, and safe deposit box functions.
Responsible for collaborating with Branch Manager to develop and execute strategic plan for branch success, including business development, customer retention, employee development and retention, succession planning, operational soundness and branch efficiency.
Reviews, prepares and analyzes reports, and makes recommendations for improvement.Manages the office in the absence of the Branch Manager.
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 required.
Minimum 5 years banking experience with an emphasis in operations required.
Minimum 2 years management experience preferred.
Notary license preferred.
Thorough knowledge of Retail Office operations, including complex transactions, Bank policy and procedures, and Risk Management policies.
Thorough knowledge and skills related to standard banking services and products and banking internal operating policies and procedures.
Knowledge of small business and consumer credit principles and practices.
Excellent interpersonal skills; successful experience managing and leading people.
Knowledge of State and Federal banking regulations pertinent to retail operations.
Leadership ability to supervise and direct subordinate employees, and to provide coaching and development.
Skilled handling customer issues in difficult situations.
Excellent organizational skills to direct workflow, balance assignments, and provide consistent scheduling to ensure complete office coverage.
Attention to detail and accuracy to mitigate risk.
Considered a customer service role model.
Pay Range:
$70,000 - $87,000 annually
Eligible for Retail Incentive Plan
AIP/Bonus up to 7.5%
Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between.
Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.
Benefits package includes[1]:
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)
Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.
Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit
California Privacy Policy for Prospective Employees | Mechanics Bank
[1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
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