Operational Branch Services Officer

at  Westamerica Bank

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
Essential Functions:

Customer Service

• Deliver 5 Points of Service to external customers. (Your Community Banker, Sundown Rule, It’s your time, 24hrs 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.

Sales Support

• 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.
• Contributes to Key Initiatives.

Decision Making and Accountability

• Exercise sound judgment to protect Bank assets and control losses.
• Assist CSM with Audit readiness of branch.
• Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained.
• 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.

Security

• Adhere to Control Consciousness policies and procedures.
• Follow branch security procedures in opening, closing, and branch operations.

Transaction Accuracy

• 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

Compliance Responsibilities

• Complete regulatory tutorials to ensure understanding of compliance standards & expectations.
• Answer regulatory questions correctly during Audit/Branch Review.

MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS:

Good customer relations and basic math skills required.

Decision Making and Accountability

• Exercise sound judgment to protect Bank assets and control losses.
• Assist CSM with Audit readiness of branch.
• Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained.
• 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

Compliance Responsibilities

• Complete regulatory tutorials to ensure understanding of compliance standards & expectations.
• Answer regulatory questions correctly during Audit/Branch Review