Operational Branch Services Officer

Description

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:
Provides quality service to customers. Promotes sales of Bank services and products.

Weekly

Working Hours:

40

• Deliver 5 Points of Service to internal and external customers. (Your Community Banker, Sundown Rule, It’s your time, 24 hrs or bust, Statement of fact, everybody makes a difference)
• Adhere to QIS standards minimum 95%.
• Actively contributes 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.

• Meets 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.

• 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. Assigned tasks may include 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.
• Employee’s cash differences and operating losses are within loss limits and BSA errors within allowable limits.

Good customer relations and basic math skills required.

• Must be in current position for six months.
• Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the “Minimum Monthly Referrals” matrix in Chapter 18 of the Operations Manual for current referral criteria.
• Must not have been on counseling for same six-month period.
• Performance appraisal does not contain a “below expectation” and/or “needs improvement” in any rated category.
• CSM may require additional training/classes based upon specific branch need.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch.

The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus.

The work environment described here is…