Assistant Bank BM

AppleOne Employment Services; Santa Monica (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

AppleOne Employment Services in Santa Monica, CA is seeking an Assistant Bank BM to support branch operations, coaching staff, and drive customer service and compliance. The role entails leading staff, ensuring procedures, and maintaining accurate reporting in a dynamic banking environment.

The position offers leadership responsibilities, development opportunities, and a clear path to branch management within a professional, service-oriented team. On-site work is expected in Santa Monica.

Qualifications

• Manage daily branch operations, service workflows, transaction approvals, documentation review, and operational reporting.
• Lead, coach, train, and support branch employees to ensure strong customer service, compliance, and performance.
• Support branch growth through customer retention, relationship building, product recommendations, and business development support.
• Maintain branch security, operational controls, regulatory compliance, and adherence to bank procedures.
• Proficiency with Microsoft Word, Excel, Outlook, and banking software systems.
• Strong leadership, coaching, communication, problem-solving, and customer service skills.
• Ability to resolve difficult client situations with professionalism, tact, diplomacy, and sound judgment.

Responsibilities

• Support daily branch operations, including staffing schedules, branch coverage, transaction approvals, file maintenance, overdraft reports, new account review, and operational documentation.
• Provide leadership, coaching, training, and support to Client Service Representatives, New Account staff, and teller team members.
• Ensure compliance with bank policies, branch procedures, security controls, documentation standards, and applicable state and federal banking regulations.
• Deliver excellent client service by resolving escalated customer concerns, handling account disputes, and recommending appropriate banking products and services.
• Partner with the Branch Manager on branch goals, customer retention, promotional activities, staff performance, and business development initiatives.
• Maintain accurate branch reporting, including daily large transaction reports, NSF exception processing, certification packages, and operational exception reviews.

Skills

Branch operations leadership

Coaching and training

Customer service excellence

Regulatory compliance

Staff scheduling

Leadership communication

Problem solving

Attention to detail

Banking procedures

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

banking software systems

Job description

Job Summary

We are seeking an Assistant Bank BM for a direct hire opportunity in Santa Monica, CA. This role may be aligned as a Branch Operations Specialist or Branch Operations Officer depending on experience and qualifications. The position is ideal for a banking operations professional who enjoys leading branch staff, supporting clients, maintaining compliance, and helping drive branch performance.

This opportunity offers a professional, team-oriented branch environment where strong leadership, service excellence, operational accuracy, and employee development are valued. The Assistant Bank BM will work closely with branch leadership, support staff growth through coaching and training, and contribute to a positive customer experience. This is a strong fit for someone who wants stability, responsibility, community involvement, and a clear path to continue growing within branch banking management.

Key Responsibilities

• Support daily branch operations, including staffing schedules, branch coverage, transaction approvals, file maintenance, overdraft reports, new account review, and operational documentation.
• Provide leadership, coaching, training, and support to Client Service Representatives, New Account staff, and teller team members.
• Ensure compliance with bank policies, branch procedures, security controls, documentation standards, and applicable state and federal banking regulations.
• Deliver excellent client service by resolving escalated customer concerns, handling account disputes, and recommending appropriate banking products and services.
• Partner with the Branch Manager on branch goals, customer retention, promotional activities, staff performance, and business development initiatives.
• Maintain accurate branch reporting, including daily large transaction reports, NSF exception processing, certification packages, and operational exception reviews.
• Minimum of 5 years of banking experience for Branch Operations Specialist consideration.
• Minimum of 8 years of banking experience for Branch Operations Officer consideration.
• Minimum of 2 years of supervisory experience for Branch Operations Specialist consideration.
• Minimum of 4 years of supervisory experience for Branch Operations Officer consideration.
• Minimum of 2 years of banking operations experience for Branch Operations Specialist consideration.
• Minimum of 4 years of banking operations experience for Branch Operations Officer consideration.
• Strong knowledge of branch banking operations, teller procedures, new accounts, transaction approvals, account maintenance, and compliance requirements.

Required Qualifications and Skills

• Manage daily branch operations, service workflows, transaction approvals, documentation review, and operational reporting.
• Lead, coach, train, and support branch employees to ensure strong customer service, compliance, and performance.
• Support branch growth through customer retention, relationship building, product recommendations, and business development support.
• Maintain branch security, operational controls, regulatory compliance, and adherence to bank procedures.
• Proficiency with Microsoft Word, Excel, Outlook, and banking software systems.
• Strong leadership, coaching, communication, problem-solving, and customer service skills.
• Ability to resolve difficult client situations with professionalism, tact, diplomacy, and sound judgment.
• Ability to support staff scheduling, timecard review, performance feedback, and branch coverage needs.
• Strong attention to detail and ability to maintain accuracy in reports, account documentation, and regulatory processes.

Preferred Qualifications

• Notary Public preferred.
• Prior experience supporting branch sales goals, deposit growth, business customer prospecting, or outside calling is preferred.
• Experience managing up to 2 branch employees for Branch Operations Specialist consideration or up to 5 branch employees for Branch Operations Officer consideration is preferred.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.