Banking Services Officer - Atascadero

Only for registered members Atascadero, United States

3 days ago

Default job background
$70,000 - $87,000 (USD)
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 supervisio ...
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.

Please view Equal Employment Opportunity Posters provided by OFCCP here.
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.


Similar jobs

  • Work in company

    Banking Services Officer

    Only for registered members

    The Banking Services Officer is responsible for managing the administrative, compliance, operations and day-to-day functions of a Retail Branch. The role involves leading branch operations and staffing schedules to ensure smooth office coverage. · ...

    Atascadero $70,000 - $87,000 (USD) Full time

    6 days ago

  • Work in company

    Banking Services Officer

    Only for registered members

    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 supervisio ...

    Atascadero, California

    3 days ago

  • Work in company

    Financial Services Officer

    Only for registered members

    The Financial Services Officer is responsible for opening new accounts and performing maintenance with accuracy, efficiency and professionalism... · ...

    Paso Robles, CA

    1 month ago

  • Work in company

    Banking Services Officer

    Only for registered members

    The Banking Services Officer is responsible for managing the administrative, compliance, operations and day-to-day functions of a Retail Branch. · Manages the compliance and operations functions of a Retail branch. · Manages a team of employees. · ...

    Pismo Beach $70,000 - $87,000 (USD) Full time

    1 month ago

  • Work in company

    Financial Services Officer

    Only for registered members

    We are seeking a Financial Services Officer to join our team at our Los Osos Branch. · ...

    Los Osos $24 - $35 (USD) Full time

    3 weeks ago

  • Work in company

    Banking Services Officer

    Only for registered members

    Mechanics Bank is currently searching for a Banking Services Officer to join our team at our Pismo Beach Oak Park Branch. · The Banking Services Officer is responsible for managing the administrative, compliance, operations, and day-to-day functions of a Retail Branch. Under remo ...

    Pismo Beach $70,000 - $87,000 (USD)

    3 days ago

  • Work in company

    Financial Services Officer

    Only for registered members

    Mechanics Bank is currently searching for a Financial Services Officer to join our team at our Los Osos Branch. · ...

    Los Osos, CA

    3 weeks ago

  • Ready to Make a Real Difference When It Matters Most? · At the California Governor's Office of Emergency Services (Cal OES), we don't just respond to crises—we prepare communities to face them head-on. As a leader in emergency management and homeland security, we're looking for p ...

    San Luis Obispo County, CA

    1 month ago

  • +Job summary · Ready to Make a Real Difference When It Matters Most? · At the California Governor's Office of Emergency Services (Cal OES), we don't just respond to crises—we prepare communities to face them head-on.+QualificationsEMERGENCY MANAGEMENT COORDINATOR/INSTRUCTOR II, O ...

    San Luis Obispo County, CA

    1 month ago

  • Work in company

    Program Assistant

    Only for registered members

    +The primary responsibility of the Program Assistant is the general operations of the program's administrative office.+ · +Answer department phones. Screen and direct telephone calls. · Greet and interact with clients, families and other visitors. · Maintain the safety, organizat ...

    Atascadero $24.22 - $26.72 (USD)

    1 month ago

  • Work in company

    Postal Clerk

    US Postal Recruitment

    The Postal Service is the largest government related agency in terms of employees. The Postal Service currently employs nearly 1 million people and is hiring nationwide. There is NO experience required, paid training is provided for all job openings. There are MANY different posi ...

    Atascadero $36,000 - $58,000 (USD) per year

    13 hours ago

  • Work in company

    Banking Services Lead

    Only for registered members

    Mechanics Bank is currently searching for a full time Banking Services Lead to join our team at our Atascadero Branch in California. · Under general supervision, independently and accurately performs the full range of teller, new account, and maintenance transactions according to ...

    Atascadero $22 - $30 (USD)

    3 days ago

  • Work in company

    Law Office Bookkeeper

    Only for registered members

    We are seeking an experienced Bookkeeper to join our team at a respected family law firm in Atascadero, California. · ...

    Atascadero $33 - $43 (USD)

    1 month ago

  • Work in company

    Banking Services Lead

    Only for registered members

    We are currently searching for a full time Banking Services Lead to join our team at our Atascadero Branch in California. Under general supervision, independently and accurately performs the full range of teller transactions according to established procedures. · Performs routine ...

    Atascadero $22 - $30 (USD) Full time

    6 days ago

  • Work in company

    Patient Services Specialist

    Only for registered members

    Join us in advancing eye health and enhancing the lives of our patients in a dynamic and rewarding environment. · As a Patient Services Specialist, you will perform patient support through administrative tasks including scheduling appointments, insurance verification, data entry, ...

    Atascadero $18.17 - $20.66 (USD)

    2 weeks ago

  • Work in company

    Front Desk Coordinator/Patient Services Specialist

    Only for registered members

    Join us in advancing eye health and enhancing the lives of our patients in a dynamic and rewarding environment. · We are looking for someone like you to bring your exceptional skills and experience. · ...

    Atascadero $19 - $22 (USD)

    4 days ago

  • Work in company

    Employee Services Coordinator

    Only for registered members

    We are seeking an Employee Services Coordinator to join our team at Coastal Oaks Special Care Center. The successful candidate will be responsible for coordinating A/P, payroll, receptionist and benefits at the facility level as directed by Facility and Support Center. · Works di ...

    Atascadero $20 - $25 (USD)

    1 month ago

  • Work in company

    Police Officer

    Only for registered members

    The City of Atascadero is now accepting applications for a Police Officer - Post Grad or Lateral Transfer.If you are passionate about law enforcement and seeking a dynamic and supportive environment to further your career, we encourage you to apply. · ...

    Atascadero

    3 weeks ago

  • Work in company

    Police Officer

    Only for registered members

    · The City of Atascadero is now accepting applications for a · POLICE OFFICER - POST GRAD OR LATERAL TRANSFER. · If you are passionate about law enforcement and seeking a dynamic and supportive environment to further your career, we encourage you to apply. · Join us in shaping ...

    Atascadero

    2 days ago

  • Work in company

    Police Officer

    Only for registered members

    The City of Atascadero is now accepting applications for a Police Officer - POST GRAD OR LATERAL TRANSFER. · If you are passionate about law enforcement and seeking a dynamic and supportive environment to further your career, we encourage you to apply. · ...

    Atascadero

    1 month ago