Branch Services Associate

Bank of Marin; Novato (CA); On-site; USD 35,000 - 48,000; Full time

Job summary

Bank of Marin in Novato, CA is hiring a Branch Services Associate for our Operations team. This full-time, non-sales role supports branch staff, ensures compliance with policies and regulations, and serves as a primary resource for clients and colleagues.

Ideal candidates have 6 months to 1 year of related experience, strong knowledge of banking procedures, and proficiency with Word, Excel, and Outlook. The role offers competitive hourly pay and benefits.

Qualifications

• Knowledge of bank operations, policies, and procedures.
• Proficient in Microsoft Word, Excel, and Outlook.
• Ability to communicate clearly with clients and colleagues.

Responsibilities

• Provide knowledge and support to branch employees to ensure regulatory compliance and adherence to Bank policies and procedures.
• Act as the central resource for external and internal clients.
• Assist with opening new accounts and documenting required signatures and details.
• Maintain familiarity with cash management and merchant services products as needed.

Skills

Bank operations knowledge

Customer communication

Problem solving

Independent problem solving

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Branch Services Associate

Full Time Staff Non-Sales Pell Plaza, Novato, CA, US

2 days ago Requisition ID: 1898

Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Branch Services Associate to join our Operations team in Novato, California.

In a team-oriented environment, the Branch Services Associate will p rovide knowledge and support to branch employees to ensure regulatory compliance and adherence to Bank policies and procedures. The position requires to act as the central and critical resource for external and internal clients.

Job Skill Level/Additional Requirements:

• Knowledge of bank operations, policies, and procedures.
• Knowledge of applicable operating and computer systems.
• Basic understanding of banking laws and regulations.
• Knowledge of retail products and services.
• Knowledge of our Cash Management products, including pricing, functionality, competitiveness, and security features.
• Knowledge of our Merchant Services products which includes how they work and how they are priced.
• Knowledge and ability to perform new account ‘opening’ process which includes establishing a new customer relationship on core banking system.
• Knowledge and ability to collect necessary supporting signatures and required documentation when establishing any new account relationship.
• Proficient in Microsoft Word, Excel, and Outlook.
• Able to independently examine a problem or issue and use job knowledge to come to a conclusion and recommend a solution.
• Ability to confidently converse with clients about our products.
• Ability to professionally communicate in writing in a clear and concise manner with internal and external clients.

Professional Experience:

• 6 months – 1-year related experience and/or training.

Educational/Professional Experience:

• High school diploma or general education degree (GED) and/or one year certificate from college or technical school; or equivalent combination of education and experience.

The hiring hourly pay range for this position is $25.74 to $34.73. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level.

The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process.

Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability