Banking Center Officer at Community West Bank

San Luis Obispo, California, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Oct, 26

Salary

39.0

Posted On

09 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Branch Operations, Consumer Lending, Small Business Lending, BSA Compliance, CIP Compliance, Customer Service, Staff Supervision, Cash Management, Audit and Inspection, Microsoft Office Suite, Task Management, Problem Solving, Research and Analysis, Account Maintenance, Regulatory Compliance, Training and Coaching

Industry

Banking

Description

STATUS: Non-exempt, regular full-time, 40 hours per week DEPT/LOCATION: Banking Services – San Luis Obispo Job Summary and Scope of Responsibility: 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. Essential Functions: 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. * 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 * Conduct audit/inspection of new/superseded accounts initiated by other team members. Minimum Qualifications to Perform Essential Functions Knowledge, Skills and Abilities: * 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. 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 - $39.00 Hourly. Equal Employment Opportunity Employer/Veterans/Disabled.

Responsibilities

Support branch operations by assisting clients with new accounts, lending applications, and account transactions. Oversee operational activities including vault management, staff scheduling, and regulatory compliance for BSA and CIP.