Banking Services Supervisor (Hybrid in CA)

firstam; Santa Ana (CA); On-site; USD 74,000 - 99,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k

PTO and sick leave

Employee stock purchase plan

Job summary

First American Trust seeks a capable leader to supervise daily banking operations and support a designated area of trust services. You will manage client calls, process requests, and drive service levels with a focus on accuracy and compliance.

The role requires 3–5 years in banking operations and 2+ years in a supervisory capacity, with strong communication and collaboration skills to coach staff and implement improvements across the team.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 3-5 years of directly related experience in a banking services environment.
• 2+ years demonstrated experience in a lead or supervisory role.
• Experience managing day-to-day operational responsibilities while contributing to projects.
• Ability to enforce processes that ensure compliance, accuracy, and quality standards.
• Developing leadership skills with the ability to guide and support team members.
• Provides accurate and reliable information while demonstrating strong listening, communication, and interpersonal skills.

Responsibilities

• Supervise the daily activities of team members handling client calls and processing service requests in a timely and accurate manner.
• Provide leadership, coaching, training, performance feedback, and employee development support.
• Assist with scheduling, performance management, and wage-hour compliance.
• Participate in workforce planning, goal setting, and operational improvement initiatives.
• Process client transactions via phone, fax, email, or mail and assist with special projects.
• Serve as an advocate for team members by supporting engagement initiatives and communicating updates.
• Interview candidates and provide hiring recommendations to management.
• Prepare and deliver regular operational updates, performance metrics, and status reports to leadership.
• Perform other duties and special assignments as needed to support business objectives.

Skills

Leadership

People management

Communication

Operational excellence

Team supervision

Education

Bachelor’s degree

Equivalent experience

Job description

Who We Are

Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

What We Do

Supervises the day-to-day operations of a Trust team responsible for a designated area of banking support. Areas of responsibility may include supporting commercial banking products and services, overseeing monetary transactions between financial institutions, businesses, and individuals, managing back-office operations, or leading account management activities for commercial banking clients. Partners with leadership to develop, interpret, implement, and ensure adherence to Trust policies, procedures, and operational standards.

What You'll Do:

• Supervise the daily activities of team members responsible for handling incoming client calls and processing service requests in a timely and accurate manner
• Provide leadership, coaching, training, performance feedback, and employee development support to ensure high levels of service and productivity
• Assist with personnel management activities, including scheduling, performance management, and ensuring compliance with applicable wage and hour regulations
• Participate in workforce planning, goal setting, and operational improvement initiatives within the functional area
• Process client transaction requests received through phone, fax, email, or mail and assist with special projects as assigned
• Serve as an advocate for team members by supporting employee engagement initiatives and communicating compensation or organizational updates as appropriate
• Interview candidates and provide hiring recommendations to management
• Prepare and deliver regular operational updates, performance metrics, and status reports to leadership
• Perform other duties and special assignments as needed to support business objectives

What You'll Bring:

• Bachelor’s degree or equivalent combination of education and experience
• 3-5 years of directly related experience in a banking services environment
• 2+ years demonstrated experience in a lead or supervisory role
• Demonstrated success in managing day-to-day operational responsibilities while contributing to the development, execution, and completion of projects within their area of expertise
• Ability to implement, monitor, and enforce processes that ensure compliance, accuracy, and quality standards
• Developing leadership skills with the ability to guide, support, and influence team members
• Provides accurate and reliable information while demonstrating strong listening, communication, and interpersonal skills

Pay Range: $73,900.00 - $98,500.00 AnnuallyThis hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **

First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).

First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.

What We Offer

By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.