Branch Support & Operations Expert

Mechanics Bank; Walnut Creek (CA); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Employer paid Employee Assistance

Life Insurance and Disability benefits

401(k) with company contribution

Paid holidays and vacation

Job summary

Mechanics Bank is seeking an on-site Branch Support Specialist to assist the Retail Branch team with complex transactions, regulatory compliance, and policy adherence.

The role emphasizes operational excellence, risk oversight, and collaboration across departments to ensure timely issue resolution and high service levels.

Candidates will need banking experience and strong communication skills, with the ability to train others and manage multiple priorities in a fast-paced environment.

Qualifications

• High School diploma or GED required.
• 3 years of banking or retail operations experience.
• Branch management experience a plus.

Responsibilities

• Serve as the primary contact for branch staff regarding deposit accounts, including teller transactions and new account opening.
• Provide timely and accurate guidance on policies, procedures, and regulatory requirements.
• Support branch teams in resolving complex customer scenarios and operational challenges.
• Review and provide approvals for legal documentation, account exceptions, and policy deviations within established authority limits.
• Ensure all decisions align with internal policies, compliance standards, and risk management practices.
• Act as a liaison between branch staff and internal partners to ensure timely and accurate issue resolution.
• Coordinate across departments to clarify policies, systems functionality, and regulatory requirements impacting branch operations.
• Escalate higher risk or complex issues as needed.
• Promote consistent execution of processes across all retail branches.
• Monitor recurring issues and identify trends impacting branch performance or compliance.
• Partner with leadership to recommend process improvements and enhance operational efficiency.
• Perform complex account maintenance, ensuring accuracy and compliance with internal procedures and regulatory standards.
• Review and complete service request tickets submitted by branches within defined service level expectations.
• Research and resolve account related issues, ensuring proper documentation and follow through.
• Identify knowledge gaps and recommend training topics based on branch inquiries and trends.
• Assist in the development and delivery of training materials and sessions for branch staff.
• Support onboarding and ongoing education to reinforce best practices.
• Completes required training by assigned due dates.

Skills

Banking operations

Customer service

Regulatory compliance

Education

High School diploma

Job description

Mechanics Bank is seeking an on-site Branch Support Specialist to assist the Retail Branch team with complex transactions, regulatory compliance, and policy adherence.

The role emphasizes operational excellence, risk oversight, and collaboration across departments to ensure timely issue resolution and high service levels.

Candidates will need banking experience and strong communication skills, with the ability to train others and manage multiple priorities in a fast-paced environment.