DEPT/LOCATION: Banking Services – Roseville
Job Summary and Scope of Responsibility:Â Perform various functions in support of branch operations and assist clients with new accounts, consumer/small business lending applications, branch services and account transactions. Assist with the scheduling and oversight of branch operations activities, ensuring compliance with policies and procedures and customer service standards.
Â
Essential Functions:Â With or without reasonable accommodation must be able to perform all essential job functions as described below.
- Assist clients with cash, deposit services/ new accounts and loan products and applications.Â
- Research and facilitate the resolution of escalated customer service or transaction issues within limits of authority.
- Schedule and manage the completion of required branch operational activities, including cash dispensers/recyclers, cash drawer limits, audits, certifications, transaction reporting, troubleshooting, etc. Monitor the vault status, including "sell/buy" transactions that service the teller cash drawers. Coordinate the ordering and shipment of cash.
- Provide supervision of banking center operations in the absence of the manager, or at the direction of the management team.
- Review and approve client transactions, subject to authorized limits.
- Schedule, organize and conduct branch staff meetings. Reinforce customer service, compliance, product knowledge, current promotions, sales and quality expectations.
- Assist with the scheduling, monitoring, coaching and training of branch staff. Coordinate and conduct transaction, products and services, and sales training events.
- Oversee regulatory and compliance requirements related to BSA and CIP.
- Conduct audit/inspection of new/superseded accounts initiated by other team members.
Â
Minimum Qualifications to Perform Essential Functions
Knowledge, Skills and Abilities: Â
- Knowledge of all deposit account opening and maintenance functions, including applicable policies and procedures, such as BSA and CIP.
- Knowledge of consumer/small business loan features and processes.
- Knowledge of and ability to apply applicable banking regulations.
- Knowledge of branch operations functions, processes and procedures.
- Ability to read, understand and communicate moderately complex information and instructions.
- Exceptional client service skills.
- Strong organizational and task management skills.
- Ability to adapt quickly and efficiently to changing priorities.
- Effective verbal and written communication skills.
- Effective research and analysis skills.
- Good judgment, decision-making and problem-solving skills.
- Computer proficiency, including internet browsers and Microsoft Office Suite products.
- Ability to achieve and maintain required licenses, registrations or certifications.
- Proficiency at speaking, reading and writing English.
- Ability to independently manage/perform all job functions and responsibilities.
Â
Experience and/or Education:
- Three years of progressively responsible branch operations experience, including one year in a lead operations role.
- Three years of experience supervising branch operations staff and functions, preferred.
- Demonstration of strong sales and business development skills, preferred.
Excellent benefits package for eligible employees and their families. Competitive salary BOE in the range of $30.00 - $36.00 Hourly.Â
Equal Employment Opportunity Employer/Veterans/Disabled.
Learn more about this Employer on their Career Site
