Regional Branch Operations & Support Lead

Pacific Western Bank; California (MO); Hybrid; USD 70,000 - 74,000; Full time

Job summary

Banc of California is seeking a Branch Support Officer to represent the Bank in communities and provide superior service while assisting clients with financial transactions. The role travels between temporary assignments at branch offices within a designated region and processes cash and non-cash transactions in line with policy.

Responsibilities include quality control, supervising where appropriate, daily workflow planning, and ensuring compliance with service standards and regulatory

Qualifications

• Five years of branch operations experience required.
• Solid understanding of the operational regulatory environment, with thorough knowledge of banking operations, required.
• Solid understanding of key branch systems and basic end-user knowledge of Word and Excel required.
• Detail-oriented and accurate, with the ability to organize and prioritize, demonstrate a high degree of flexibility, handle multiple tasks simultaneously, and manage and organize projects and workloads.
• Ability to travel between branch locations, potentially across states, and review and maintain knowledge of departmental and Human Resources policies and procedures.
• Supervisory experience preferred.
• Associate’s degree or higher strongly preferred.
• High school diploma or equivalent required.

Responsibilities

• Actively participate in quality control for the assigned region.
• Carry out supervisory responsibilities, when appropriate, in accordance with the Bank’s policies.
• Plan and schedule daily workflow and coordinate with other areas as required to ensure compliance with service standards and regulatory deadlines.
• Ensure high-quality, friendly customer service and adherence to sales and brand standards.
• Resolve customer inquiries, complaints, and situations in a positive, professional, and efficient manner.
• Promote an effective sales and service environment.
• Monitor Teller performance related to losses, differences, and referrals and, when appropriate, provide coaching to improve performance.
• Approve transactions within established guidelines.
• Participate in opening and closing the branch and conduct security inspections of the building and grounds under dual control.
• Review daily reports and monthly certifications.
• Support the branch in achieving satisfactory audit ratings.
• Identify and mitigate audit ratings.
• Participate in interviewing and hiring decisions.
• Prepare and deliver employee performance evaluations, goal planning, and counseling.
• Manage, support, coach, and train staff.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

Skills

Branch operations

Customer service

Regulatory knowledge

Team leadership

Education

Associate’s degree or higher

High school diploma or equivalent

Tools

Word

Excel

Job description

Banc of California is seeking a Branch Support Officer to represent the Bank in communities and provide superior service while assisting clients with financial transactions. The role travels between temporary assignments at branch offices within a designated region and processes cash and non-cash transactions in line with policy.

Responsibilities include quality control, supervising where appropriate, daily workflow planning, and ensuring compliance with service standards and regulatory