Regional Service Manager

Socket.dev; Santa Rosa (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Westamerica Bank is expanding its regional management team and seeking an experienced operations leader. The role focuses on driving branch performance, budget adherence, and service quality across multiple locations in the region.

The candidate will supervise branch staff, coordinate compliance training, and partner with support departments to implement corporate policies. A proven record in banking operations and people leadership is required.

Qualifications

• Previous supervisory or managerial experience in a financial institution with working knowledge of budgeting techniques.
• Experience with compliance issues and operational procedures.
• Strong interpersonal, analytical, and communication skills.

Responsibilities

• Meet or exceed regional goals for deposits and loans.
• Monitor NIE and NII monthly analyses.
• Support branches with staffing and service excellence.
• Review and approve employee expenses and lead region meetings.
• Ensure audits/branch reviews are satisfactory and policy-compliant.

Skills

Supervisory experience

Budgeting

Compliance knowledge

Operations management

People management

Job description

Description

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.

JOB SUMMARY: Under limited managerial review and guidance: Regional Service Managers provide a healthy business environment which fosters a pro-active, positive work environment for the staff.

ESSENTIAL FUNCTIONS:

Financial Plan

• Meet or exceed quarterly and annual deposit and loan production goals. Generate Non Interest Income through the sale of fee based services.
• Monitor NIE and NII analysis monthly.
• Support branches with deposit retention efforts.
• Consistently deliver excellence in service by adhering to the Bank’s service standards.
• Review and approve employee expense reports.
• Communicates with individual branches, providing guidance in the following areas, including: Staffing Issues – to ensure maximum levels of customer service. Scheduling – to ensure maximum levels of customer service. Performance issues/disciplinary action
• Ensure audits/branch reviews are satisfactory.
• Liaison between branch and support departments.
• Development and implementation of corporate policies relating to operations.
• Screen and interview branch job applicants.
• Visit branches to inspect operational/sales activities.
• Ensure key initiatives are consistently achieved.
• Conduct CSM Meeting
• RSM and RMM will jointly conduct Region Meeting.

Compliance Responsibilities

• Complete regulatory tutorials to ensure understanding of compliance standards and expectations.
• Ensure that all staff completes regulatory tutorials and has an understanding of compliance standards and expectations.
• Ensure staff is able to answer regulatory questions correctly during Audit/Branch Review.
• Ensure CRA service hours branch goals are met.
• Reinforcement of audit issues/control issue.
• Risk monitoring (i.e., Kiting Suspect report).

MARGINAL FUNCTIONS:

• Participate in special projects and performs other duties as assigned.
• Consistently adhere to the “no surprises” standards by communicating problems, successes and challenges to Sr RSM.
• Adhere to the Bank’s guiding principles.
• Meet attendance guidelines.
• Leadership

Requirements

Previous supervisory or managerial experience as an operations manager in a financial institution where incumbent has gained an in-depth working knowledge of budgetary techniques, compliance issues, operational procedures, human relations policies, and financial products. Excellent interpersonal, analytical, presentation, organizational and communication skills required. For purposes of business travel, a valid driver’s license as well as a personal vehicle to drive is required

PHYSICAL DEMANDS:

1. Drives to various locations, must maintain current driver’s license and provide proof of insurance.
2. Sits for long periods of time at meetings and while traveling.
3. On-call around the clock.

MENTAL DEMANDS:

• Prioritize multiple tasks while maintaining composure and meeting established service standards.
• Apply basic and intermediate math skill when determining budgetary and expense costs.
• Maintain confidentiality of financial data and employees involved in employee relation situations.
• Implement regulatory and corporate-directed changes to branch operational employees.
• Resolve conflicts between branches, staff members within a branch, customers and branch staff, branch personnel and other support department personnel.
• Communicate policies, procedures, recommendations and decisions in a positive manner.

EQUIPMENT USED:

• Computer terminal, telephone, calculator, cell phone.

DECISION MAKING:

• Assign signing authority to individuals including OD limits and cash limits for branches.
• Recommend the hiring of a particular applicant or the termination of an employee.
• Respond to customer concerns from assigned region that is directed to the CEO.
• Recommend additions and/or deletions to current branch staffing levels.

SUPERVISORY RESPONSIBILITY:

• Directly Supervised: Based on the assigned region. Supervised by Subordinates: Branch staff for all assigned branches.

FINANCIAL IMPACT:

Assists branches to maintain established regional budget.

CONTACTS:

• Internal: All levels of Bancorporation and Subsidiary personnel.
• External: Customers, vendors, members of community agencies and/or associations.
• Classification level based on size of region, staffing levels, and budgets

EOE

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