Operational Branch Services Officer

7 days ago


Sonoma, California, United States Westamerica Bank Full time
Job Description

Westamerica Bank is seeking a highly skilled and customer-focused Branch Operations Specialist to join our team. As a key member of our branch operations team, you will be responsible for providing exceptional customer service, promoting sales of Bank services and products, and ensuring the smooth operation of our branch.

Key Responsibilities:

  • Deliver 5 Points of Service to external customers, adhering to QIS standards minimum 95%.
  • Actively contribute 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.
  • Meet goal of $110/FTE per month on average.
  • Assist CSM with internal sales activity for new product and service referrals.

Requirements:

  • Good customer relations and basic math skills required.
  • Ability to work in a fast-paced environment and meet established service standards.
  • Strong communication and interpersonal skills.

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.



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