Sr. Banking Services Lead

Mechanics Bank is currently searching for a Sr. Banking Services Lead to join our team at our Holtville Branch.

Under general supervision, independently and accurately performs the full range of teller, new account, and maintenance transactions according to established procedures. Delivers excellent customer service. Works closely with the sales team to achieve performance goals and meet the financial needs of our customers through ethical referrals. Supports the Retail Banking Services Officer and executes on the operational tasks and reporting for the branch. Acts as a subject matter expert on operational policies and procedures in the absence of the Retail Branch Services Manager or Retail Banking Services Officer. Maintains knowledge of compliance and regulatory items. Uses sound judgement and balances service and risk when assisting with transactional approvals. Provides dual control support while adhering to bank policies and procedure.

What you will do:

• Assists in the management of compliance and operational soundness of a Retail Branch. Collaborates with operations and production staff to promote teamwork, excellent customer service, cross-sales, and the promotion of Bank products and services. Must perform platform and operations functions as needed ranging from routine teller transactions, cash controls and complex account opening. Maintains awareness of current criminal scams used against banking customers. Prevents customers from becoming victims of fraud. Escalates concerns to management for resolution. Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers.

• Assists the Banking Services Officer in the branch with maintaining operational soundness. Assists with monitoring of overall branch cash levels. Assists with the monitoring, completion and delegation of operations tasks included daily report review, monthly, quarterly, semi-annual and annual tasks. May lead and direct the activities of Customer Service Representatives and Universal Bankers in the office. Assists with setting and implementing operations priorities and processes of the office.

• Ensure exemplary customer services standards in branch. Supports appropriate staffing and skill levels in branch to support customer and business needs. Address and resolve customer complaints or concerns promptly.

• Reviews customer transactions for red flags and fraudulent items. Maintains awareness of current financial scams used against banking customers. Prevents customers from becoming victims of fraud and escalates concerns to management for resolution.

• Represents the Bank and its products and services with pride and enthusiasm. Senses and responds to customer needs. Identifies and pursues new or related customer opportunities for additional products and services. Maintains superior levels of customer service.

• Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers. Gathers data and processes various regulatory and operational reports and forms to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering and regulatory compliance programs reviews the work of others for compliance.

• Ensures active community participation and leadership, including CRA activities, in the local community.

Who you are:

• High School Diploma or GED required or equivalent combination of education and experience required.

• Notary license preferred.

• Minimum of 3 years of banking operations experience required.

• Excellent interpersonal skills, including customer service, listening, and responding appropriately to requests from customers.

• Leadership ability to supervise and to provide coaching and development.

• Ability to work independently and collaborate effectively as a team member.

• Ability to make decisions and review and approve other employee decisions.

• Excellent time management skills, organizational ability, and attention to detail.

• Extensive knowledge of Bank deposit products and services.

• Extensive knowledge of alternative Bank services and products and vendor provided products.

• Knowledge of applicable Federal and State banking regulations.

• Knowledge of Retail office operations, including complex transactions, Bank policy and procedures.

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Pay Range: $24.50 - $39.00hourly

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.

• 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 OFCCPhere.

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