Operational Branch Services Officer

1 month ago

Petaluma, United States Westamerica Bank Full time
Job DescriptionJob DescriptionDescription:

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on 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.
  • Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained.

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

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.

Promotional Guidelines:

BSO’s are eligible for promotion based upon the following minimum criteria:

  • 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.

Work Environment:

The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate.


Equipment Used to Perform Functions:

10-key machine, Microsoft based computers, fax machine, photocopier, ATM, tube system for drive-up window and Branch Capture equipment.

Decision Making: (Give examples of decisions and recommendations made by incumbent)

  • Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation.
  • Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction.

Financial Impact:

Inaccurate transactions will impact branch’s cash balances, decrease teller incentive payouts and may result in customers feeling discontent toward the bank.

Requirements:

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

Good customer relations and basic math skills required.

PHYSICAL DEMANDS:

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.

MENTAL DEMANDS:

  • Accurately count and dispense funds to customer.
  • Recognize opportunities to cross-sell products.
  • Respond positively to challenging customers.
  • Maintain established service standards.

EOE

Westamerica Bank's Privacy Policy may be found at: www.westamerica.com/about/privacy

  • Operational Branch Services Officer

    1 week ago

    Petaluma, United States Westamerica Bank Full time

    Job DescriptionJob DescriptionDescription:Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on 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...

  • Branch Manager

    1 week ago

    Petaluma, United States Hertz Full time

    The Branch Manager I represent all Hertz Global brands to our customers, community leaders, business partners, vendors and government entities. This position is primarily responsible for the successful delivery and oversight of the Hertz product to internal and external customers. This position provides overall leadership to all employees with responsibility...

  • Branch Manager II

    1 month ago

    Petaluma, United States Terminix International Full time

    Branch Manager II in Petaluma, CA at Terminix Location * **Location:** **Experience:** Not Specified **Job Description** For more than 85 years, Terminix has built a reputation as one of the nations leading providers of termite and pest control services, safeguarding over 3 million homes and businesses against all types of pests in 47 states and 14...

  • Branch Driver

    2 weeks ago

    Petaluma, United States REXEL Full time

    The Branch Driver position will be based in our Petaluma, CA location! This position will include a $2,000 sign-on bonus   For the state of California only, the pay range is $20.00 to $21.00, depending upon qualifications, experience, and other considerations permitted by law. Commission/Bonus Plan: Platt Branch Pool Plan   Summary The Branch Driver...

  • Field Services Manager

    2 weeks ago

    Petaluma, United States Inspired HR Full time

    Job DescriptionJob DescriptionSalary: Critical Control is the premier emergency response and restoration company committed to helping families and businesses recover in the aftermath of disasters. Our dedicated and specialized teams have played a pivotal role in assisting communities nationwide during major hurricanes, wildfires, freezes, and mold outbreaks....

  • Field Service Manager

    1 month ago

    Petaluma, United States Critical Control Full time

    Job DescriptionJob DescriptionCritical Control is the premier emergency response and restoration company committed to helping families and businesses recover in the aftermath of disasters. Our dedicated and specialized teams have played a pivotal role in assisting communities nationwide during major hurricanes, wildfires, freezes, and mold outbreaks. With a...

  • Mgr Service Residential

    1 month ago

    Petaluma, United States Terminix Full time

    **Benefits Start Day 1 for Full-Time Colleagues - No Waiting Period!** - For more information about our benefits, see below!_ We are proud to be a member of the Rentokil family of companies, the global leader in Pest Control and other services across more than 90 countries. We pride ourselves on being a trusted partner to many of the world's leading brands...

  • Teller

    1 week ago

    Petaluma, United States Westamerica Bank Full time

    Job DescriptionJob DescriptionDescription: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...

  • Service Efficiency Specialist

    4 weeks ago

    Petaluma, California, United States Sunrun Full time

    Join our team at Sunrun and be part of a mission to revolutionize the way we power our lives! We are dedicated to creating a work environment where diversity, inclusion, and belonging are key priorities, setting the stage for your success. Job Title: Service Efficiency Specialist (SES) at Sunrun Reporting directly to the Regional Service Manager, the SES...

  • Field Service Manager

    2 weeks ago

    Petaluma, United States Critical Control Full time

    Job DescriptionJob DescriptionCritical Control is the premier emergency response and restoration company committed to helping families and businesses recover in the aftermath of disasters. Our dedicated and specialized teams have played a pivotal role in assisting communities nationwide during major hurricanes, wildfires, freezes, and mold outbreaks. With a...

  • Property Support Services

    3 weeks ago

    Petaluma, United States SEBA Professional Services, LLC Full time

    SEBA Professional Services is seeking a Property Coordination Support Services/Compliance Specialist to support the US Coast Guard. Job Duties are: Preparing or assisting in the development or preparation of documentation for report submissions concerning the status, allocation, progress, utilization, excess, and other related issues concerning Personal...

  • Gate Attendant/Scale Operator

    3 weeks ago

    Petaluma, United States Republic Services Full time

    ABOUT THE COMPANY Republic Services, Inc. (NYSE: RSG) is a leader in the environmental services industry. We provide customers with the most complete set of products and services, including recycling, waste, special waste, hazardous waste and field services. Our industry-leading commitments to advance circularity and support decarbonization are helping...

  • Loader

    1 month ago

    Petaluma, United States Aerotek Full time

    **Job Title: Loader****Job Description**Seeking a diligent Loader to assist in loading and unloading uniforms into outgoing delivery vehicles. Candidates must be capable of performing basic lifting tasks and have prior experience in loading and unloading vehicles. The role requires reporting to the Branch Operations Manager and adhering to the scheduled...

  • Gate Attendant/Scale Operator

    1 month ago

    Petaluma, United States Republic Services Full time

    > > Gate Attendant/Scale Operator Gate Attendant/Scale Operator > Gate Attendant/Scale Operator Republic Services is an industry leader in U.S. recycling and non-hazardous solid waste. Through our subsidiaries, Republics collection companies, recycling centers, transfer stations, and landfills focus on providing effective solutions to make proper waste...

  • Member Service Associate

    4 weeks ago

    Petaluma, California, United States Redwood Credit Union Full time

    Member Experience – Branch 0- N. McDowell /Being a Member Service Associate starts by building relationships that are founded on people, cooperation, service and trust and it is fundamental in how we distinguish ourselves in the financial services industry. As the face of the organization, you serve a critical role by providing exceptional service to all...

  • Operations Specialist

    4 weeks ago

    Petaluma, United States HUB International Full time

    Summary Provide support to the underwriting team by reviewing and binding policies materials, following up on quotes and missing binding requirements, and performing other operations tasks. Essential Functions Assist with calls from clients, brokers, and companies Prepare and send renewal quotes Check / review binds for accuracy Bind policies and...

  • Off Duty Officer

    1 month ago

    Petaluma, United States Security Industry Specialists Full time

    About this position: • Department: Special Operations / Logistics • Location (City/State): Petaluma, CA • Employment Type: Part Time / Full Time About us: Security Industry Specialists, Inc. (SIS) provides security solutions to some of the most recognized companies and brands in the world. We deliver services that consistently exceed those of our...

  • Operations Specialist

    4 weeks ago

    Petaluma, California, United States HUB International Full time

    SummaryProvide support to the underwriting team by reviewing and binding policies materials, following up on quotes and missing binding requirements, and performing other operations tasks.Essential FunctionsAssist with calls from clients, brokers, and companiesPrepare and send renewal quotesCheck / review binds for accuracyBind policies and complete...

  • Wastewater Treatment Plant Operator, Wg-5408-10

    3 weeks ago

    Petaluma, United States U.S. Coast Guard Full time

    **Duties**: The Water Treatment Plant Operator works under the direction of the Utilities Branch Chief, who provides oral and written instructions and relies upon the incumbent to accomplish the assigned work operations within the limits of policies and basic schedules set by management officials and state regulatory boards. The Water Treatment Plant...

  • Supervisor Clinic Operations

    4 weeks ago

    Petaluma, California, United States Providence Health & Service Full time

    Works collaboratively with the Medical Office Manager/Medical Office Administrator and the Chief of Staff to ensure appropriate access and delivery of care within the medical office. Functions as a liaison between the site employees, physicians, health plans, MSO, and administrative team. Oversees the front office operations, including but not limited to...