VP, Branch Manager II

First Bank; San Mateo (CA); On-site; USD 55,000 - 70,000; Full time

Job summary

First Bank in San Mateo is seeking a Banking Specialist III with an Operations focus to support branch profitability and daily operations. The role covers teller supervision, client relationship development, and collaboration with the Branch Manager on regulatory tasks.

Ideal candidates have 2+ years in sales or banking, NLMS registration, and strong customer service skills; Life License is preferred. Flexibility, including Saturdays, is required.

Qualifications

• High School Diploma or Equivalent.
• Minimum 24 months of sales and/or banking experience preferred.
• Life License (LB) preferred.
• NLMS registration required.
• Developed customer service skills, including written and verbal communication.
• Ability to use a PC and alpha/numeric keyboard.

Responsibilities

• Assuring Branch compliance by performing a variety of tasks, including cash audits and ATM balancing.
• Handling NSF reports and wire approvals.
• Training Banking Specialists I and II on products, policies, and procedures.
• Expanding client relationships and cross-selling across bank products.
• Supporting wire transfers and other operational duties as needed.
• Balancing assigned cash drawer daily and reporting discrepancies to management.
• Cultivating relationships with retail store associates and achieving sales/referral goals.

Skills

Sales skills

Customer service

Communication

Regulatory compliance

Education

High School Diploma

Tools

Desktop computer

Job description

Banking Specialist III - Operations Focus

This position, Banking Specialist III, may be called by many other names: Teller Supervisor, Operations Supervisor, Lead Teller, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You have mastered work at the teller window as well as the sales side of the branch. In this role, you will expand that knowledge as you drive branch profitability through sales efforts as assist the Branch Manager with many of the operation functions of the branch.

What You Will Be Doing

• Assuring Branch compliance by performing a variety of tasks, including but not limited to, the following: cash audits, alarm tests, loss prevention training, safe deposit delinquencies, ATM balancing, monthly and quarterly branch audits, regulation training, monthly security reports, balancing of, official checks and money orders.
• Handling NSF Reports, wire approvals, etc.
• Developing the skills of Banking Specialists I and II, by training on products, services, policies, and procedures.
• Expanding current client relationships and building new client relationships by understanding their needs and providing solutions via the use of all appropriate product features available across all bank product lines.
• Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center.
• Assuring Branch compliance by performing a variety of tasks, including but not limited to, the following: cash audits, alarm tests, loss prevention training, safe deposit delinquencies, ATM balancing, monthly and quarterly branch audits, regulation training, monthly security reports, balancing of travelers checks, official checks and money orders.
• Assisting with wire transfers and other operational duties, as needed.
• Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including, but not limited to, daily balancing of assigned drawers, proper dual control, verification of client transactions, placing appropriate holds. Accurately balances assigned cash drawer on a daily basis. Immediately reports out of balance conditions to branch supervision and management.
• Protecting the interests of the Bank by performing daily balancing procedures for the ATM, Vault, etc.
• Preparing management reports as needed.
• Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client.
• (In-Store) Should cultivate relationship with retail store associates.
• Working towards achievement of branch and individual sales and referral goals.
• Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities.

• High School Diploma or Equivalent
• Previous cash-handling experience preferred
• Minimum of 24 months of sales and/or banking experience preferred
• Life License (LB) preferred
• Proven sales skills
• NLMS registration required
• Developed customer service skills, including written and verbal communication
• Ability to use a PC and alpha/numeric keyboard
• Flexible work week schedule, which may include Saturdays