Branch Services Manager - Tacoma

mechanicsbank; United States; On-site; USD 65,000 - 95,000; Full time

Job summary

Mechanics Bank is seeking a Branch Services Manager to lead our on-site retail branch. You will manage and coach staff, run daily huddles and regular branch meetings, and hire and develop quality staff to ensure top-tier customer service.

You will develop branch strategies and drive performance to reach production goals. In this role you will oversee budgeting and forecasting, manage branch operations and compliance, schedule lobby coverage, and handle deposits and account services while

Qualifications

• Leadership and people management at a retail branch level.
• Experience conducting performance reviews and developing staff.
• Budgeting, forecasting and financial planning for a branch.
• Knowledge of banking operations, compliance and risk management.

Responsibilities

• Lead and coach branch employees; run daily huddles and branch meetings.
• Hire, train and develop staff to maintain staffing and service levels.
• Develop and implement branch strategies to meet objectives and customer goals.
• Oversee budgeting and forecasting for the branch.
• Manage compliance, risk controls, cash handling and security procedures.
• Schedule staff to ensure lobby coverage; handle deposits, accounts and basic transactions.
• Provide notary and medallion signature guarantee services where appropriate.

Skills

Leadership

Staff Development

Performance Reviews

Budgeting

Compliance

Operations

Customer Service

Branch Management

Job description

Mechanics Bank is currently searching for a Branch Services Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site.

What you will do:

Management & Team Leadership

Manages and provides leadership to branch employees. Leads daily huddles and regular branch meetings.

Coaches staff for improved performance, conducts performance reviews and develops individual performance goals.

Hires and develops quality staff ensuring proper skills and staffing levels to ensure the highest level of customer service. Quickly resolves issues of non-performance delivering disciplinary actions including termination.

Manages a Retail Branch office and is responsible for overall performance including achievement of production and service goals. Develops and implements strategies to achieve objectives. Drives team performance to achieve goals through huddles, meetings, coaching, direction and leading by example.

Develops and executes branch strategic plan including customer retention, employee development and retention, succession planning, branch efficiency, and operational soundness.

Manages budgeting and forecasting for the branch.

Branch Operations

Manages the compliance and operations functions of a Retail Branch. Sets priorities for branch operations, identifies and analyzes operating issues, solves operational issues and provides input for improvement in processes and procedures.

Administers monthly, quarterly and annual self-audit checklist, reviews, approves daily reports, and verifies cash-on-hand balances. Responsible for compliance with regulatory requirements, adherence to Bank policies and procedures, risk management requirements, and safety and security of the branch. Responsible for overall operational quality of the branch as measured by internal audits, operational soundness reviews, and reports from other departments of the Bank.

Maintains branch security by coaching and training staff in security procedures. Ensures controls are maintained over items such as keys and combinations, and cash and transactional limits.

Leads the implementation of new programs, products and processes within the branch. Identifies emerging issues and trends to inform decision making.

Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.

Transaction Processing & Oversight

Schedules staff to ensure appropriate lobby coverage.

Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a Retail branch. Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs. Ensures all new account documentation is obtained, reviewed, and stored per bank policy.

Assists customers with account maintenance, online banking, mobile banking, and other complex account issues. Resolves concerns presented by customers.

Performs routine teller transactions, wire transfers, and works directly with customers. Accepts, verifies, and processes basic to more complex customer transactions. Ensures appropriate assignment of ATM servicing and cash ordering, may assume these duties.

Reviews customer transactions for red flags and fraudulent items. Maintains an awareness of criminal scams used against banking customers. Reviews account completely prior to performing overrides.

Receives and processes consumer and small business loan applications.

Provides notary and medallion signature guarantee services to customers.

May provide remote approvals to staff at other branch locations. Assists at other branches as needed.

Customer Experience

Creates a warm, welcoming and friendly experience for all customers and employees. Models exemplary customer service qualities demonstrating a positive attitude and customer first culture,

Responsible for overseeing efficient lobby management and building a trusting branch experience for customers.

Assists customers with account servicing needs and resolves difficult customer issues with diplomacy.

Effectively interviews and profiles new and existing customers to recommend appropriate banking products and services. Promotes the full range of deposit