Branch Operations & Service Leader

Sunwest Bank; Irvine (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Sunwest Bank Irvine is seeking a Branch Operations Manager to oversee the efficient operation of the branch network, ensure high service quality, and promote a strong service and sales culture. You will coach staff, manage risk, and ensure compliance with policies while leading daily meetings and driving branch performance.

The role requires leadership experience, knowledge of retail banking products, and a commitment to customer service excellence.

Qualifications

• Basic knowledge of retail product philosophy, policy, procedures, documentation and systems.
• Thorough knowledge of all retail products and services.
• Proven client service and interpersonal skills.

Responsibilities

• Ensures client satisfaction and account retention through quality service.
• Handles client requests and complaints with prompt, professional, and courteous attention.
• Responsible for transaction approvals within assigned limits.
• Lead and actively participate in daily warm up and monthly branch staff meetings and discusses branch products, sales, service and soundness.
• Holds keys and Alarm Code to the branch; Opens and closes the branch.
• Responsible for staffing, branch performance, appraisals, promotions, salary actions, and terminations.
• Plans and adheres to staffing budget.
• Provides the accurate and timely presentation of Performance appraisals, counseling’s and status changes.
• Exercise sound judgment and compliance with policy regarding promotion and salary actions.
• Responsible for employee development and provides training as needed.
• Ensuring satisfactory audit ratings and maintaining branch control metrics.

Skills

Retail banking

Client service

Sales & cross-sell

Leadership

Staff coaching

Job description

Sunwest Bank Irvine is seeking a Branch Operations Manager to oversee the efficient operation of the branch network, ensure high service quality, and promote a strong service and sales culture. You will coach staff, manage risk, and ensure compliance with policies while leading daily meetings and driving branch performance.

The role requires leadership experience, knowledge of retail banking products, and a commitment to customer service excellence.