Branch Support Specialist

Mechanics Bank

Walnut Creek (CA)

On-site

USD 40,000 - 55,000

Full time

6 days ago

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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 currently searching for an Branch Support Specialist 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.

Serves as the primary support for Retail Banking within the Retail Branch team as an advisory and escalation team for complex transactions in compliance with regulatory and bank policies and procedures, and in adherence to bank security policies and confidentiality of bank records and customer information.

Performs a wide variety of operational tasks, from minor to complex processes or functions.

Takes accountability for entire process from receipt of work to resolution and closure.

Demonstrates strong decision making and ownership of outcome.

Performs risk analysis, using balanced risk and service assessment to provide Retail staff transaction approvals and exceptions within approved authorities.

Provides operational and risk oversight to Retail Banking functions in collaboration with Retail Banking Administration.

Tasks require coordination of information among various operational areas and customers and may interact with customers remotely in support of Retail Banking.

Assists in the day-to-day coordination of the departmental functions; workflow management, and in the coordination of and participate actively in ongoing process improvement and efficiency initiatives within the team.

Within depth proficiency, utilizes multiple system applications.

May assist in multiple areas across departments, acting as an overall subject matter expert on Retail operational tasks and procedures.

What you will do:

Branch Support & Guidance (55%)

Serve as the primary point of contact for branch staff regarding procedural questions related to 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.

Operational Support & Excellence (45%)

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.

Who you are:

High School or GED required.
Required 3 years of banking or retail operations experience.
Branch Management experience a plus.
Advanced knowledge of Retail branch operations and banking regulations in related functional area.
Must be fully cross trained in applicable operations processes. Including teller functions, deposit account maintenance, and deposit account opening procedures.
Preferred minimum 5 or more years of experience in Retail branch banking or deposit operations of a financial institution.
Advanced knowledge of the Retail job functions and practical applications to complex problems and situations ordinarily encountered.
Advanced knowledge of Retail policies and procedures and banking regulations.
Able to help train others and answer questions about complex situations.
Excellent problem solving, decision making and risk assessment skills.
Able to manage multiple priorities to completion in a fast paced environment.
Strong communication skills with a customer-service mindset.

ADA Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. The noise level in the work environment is usually moderate.

Pay Range:

$29.00 - $40.00 hourly

AIP Bonus:

up to 5%

Benefits package includes[1]:

Medical, prescription, dental, and vision coverage for employees and their eligible family members
Employer paid Employee Assistance Program
Life Insurance, AD&D, and Disability benefits
Health Savings Account with employer contribution
Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
401(k) and Roth 401(k) with company contribution
529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
Supplemental Health plans
Voluntary Legal and Identity Theft Services
11 paid holidays
paid Sick days (accrual of one hour for every 30 hours worked)
up to 25 paid vacation days
and 16 hours of paid volunteer time throughout the calendar year
Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

Equal Opportunity Employment:

Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.

Please view Equal Employment Opportunity Posters provided by OFCCP here.

California Privacy Policy:

To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1]

About Mechanics Bank

Backed by exceptional capital strength and substantial assets, we are a resilient and resourceful California bank whose core banking and lending principles reflect that of a community bank. For over a century, it has been our foremost commitment to exceed our clients’ expectations every day. With a footprint spanning the state of California, we serve individuals, small and middle-market businesses, and large corporations with a full range of banking, wealth management and other financial products and services.

Our leaders bring diverse backgrounds and experience, and work together to deliver for our clients by embracing a culture that values accountability, teamwork and celebrating success. Our collaborative culture fuels the Bank’s ongoing achievements, allowing us to grow and make a genuine difference in the communities we serve.

We also strive to ensure that all employees feel respected and valued based on who they are. When we harness the power of our differences, we achieve more together.

Learn about our: