Sr. Banking Services Lead

Sr. Banking Services Lead

Mechanics Bank is currently searching for a Sr. Banking Services Lead to join our team at our Fresno Branch. The Sr. Banking Services Lead is a key contributor to the operational performance of the branch. Supports the Branch Management and operations staff in ensuring exemplary service is provided and maintaining operationally sound practices in their branch location. Achieves operational targets related to service scores and operational losses. Works closely with the sales team to achieve individual goals and meet the financial needs of our customers through ethical referrals. Executes on the operational tasks and reporting for the branch, and partners with the Banking Services Officer to ensure team members are cross trained on all operational functions. Delivers excellent customer service. Performs a wide range of customer related transactions with an emphasis on high risk transactions. Acts as a subject matter expert on operational policies and procedures in the absence of Branch Management. Maintains excellent 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 :

Pay Range : $24.50 - $39.00 hourly

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.