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Bank of Marin · 2 months ago

Branch Services Associate II

Novato, CA, US

Full-time

Onsite

Entry, Mid Level

$28.60/hr - $38.61/hr

2+ years exp

Bank of Marin is seeking a Branch Services Associate II to join their Operations team in Novato, California. The role is essential for maintaining compliance and operational excellence while providing expert guidance on bank policies and procedures to the branch network.

BankingConsultingWealth Management

Responsibilities

Serve as the go-to resource for our branch network, offering expert guidance on bank policies, procedures, and regulatory requirements

Ensure our branches are equipped with the knowledge and resources to deliver exceptional customer service

Act as the primary point of contact for both internal and external inquiries

Assist with the maintenance of operational and new account manuals

Provide crucial support to the Department Manager by managing reports and logs related to branch operations

Qualification

Bank operations knowledgeBanking laws understandingNew account opening processMicrosoft Word proficiencyMicrosoft Excel proficiencyMicrosoft Outlook proficiencyProfessional communication

Required

Strong knowledge of bank operations, policies, and procedures

Knowledge of applicable operating and computer systems

Basic understanding of banking laws and regulations

Knowledge and ability to perform new account ‘opening' process which includes establishing a new customer relationship on core banking system

Knowledge and ability to collect necessary supporting signatures and required documentation when establishing any new account relationship

Proficient in Microsoft Word, Excel, and Outlook

Ability to professionally communicate in writing in a clear and concise manner with internal and external clients

2 - 4 years related experience and/or training

High school diploma or general education degree (GED) and/or one year certificate from college or technical school; or equivalent combination of education and experience