Mechanics Bank · 3 months ago
Banking Services Officer
Santa Barbara, California
Full-time
Onsite
Senior Level
$70K/yr - $87K/yr
5+ years expMechanics Bank is currently searching for a Banking Services Officer to join their team at the Santa Barbara Cottage Branch. The role involves managing the administrative, compliance, and operational functions of the retail branch, providing leadership and support to employees, and ensuring exemplary customer service standards are met.
BankingFinancial ServicesWealth Management
Responsibilities
Manages the compliance and operations functions of a Retail branch. Sets priorities for Retail office operations, identifies and analyzes operating issues, solves operational issues and provides input for improvement in processes and procedures. Administers monthly, quarterly and annual self-audit checklist, reviews, approves daily reports, and verifies cash-on-hand balances. Responsible for compliance with regulatory requirements, adherence to Bank policies and procedures, risk management requirements, and safety and security of the branch. Responsible for overall operational quality of the branch as measured by internal audits, operational soundness reviews, and reports from other departments of the Bank
Manages a team of employees. Provides leadership, coaching, feedback and developmental support. Leads daily huddles in conjunction with branch management and regular branch operational meetings. Trains employees on cross-functions to ensure smooth operations of the branch. Hires new employees, conducts performance assessments, initiates disciplinary actions, and recommends promotions
Ensures exemplary customer services standards in branch. Manages appropriate staffing and skill levels in branch to support customer and business needs. Addresses and resolves customer complaints or concerns promptly. Ability to perform transactions for customers including, teller transactions, large cash transactions, and safe deposit box functions
Responsible for collaborating with Branch Manager to develop and execute strategic plan for branch success, including business development, customer retention, employee development and retention, succession planning, operational soundness and branch efficiency. Reviews, prepares and analyzes reports, and makes recommendations for improvement
Manages the office in the absence of the Branch Manager
Ensures active community participation and leadership, including CRA activities, in the local community
Qualification
Required
High School Diploma or GED required or equivalent combination of education and experience required
Minimum 5 years banking experience with an emphasis in operations required
Thorough knowledge of Retail Office operations, including complex transactions, Bank policy and procedures, and Risk Management policies
Thorough knowledge and skills related to standard banking services and products and banking internal operating policies and procedures
Knowledge of small business and consumer credit principles and practices
Excellent interpersonal skills; successful experience managing and leading people
Knowledge of State and Federal banking regulations pertinent to retail operations
Leadership ability to supervise and direct subordinate employees, and to provide coaching and development
Skilled handling customer issues in difficult situations
Excellent organizational skills to direct workflow, balance assignments, and provide consistent scheduling to ensure complete office coverage
Attention to detail and accuracy to mitigate risk
Considered a customer service role model
Preferred
Minimum 2 years management experience preferred
Notary license preferred
Benefits
Medical, prescription, dental, and vision coverage for employees and their eligible family members
Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
Health Savings Account with employer contribution
Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
401(k) and Roth 401(k) with company contribution
529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
Supplemental Health plans, Voluntary Legal and Identity Theft Services
11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)
Company
Mechanics Bank
Mechanics Bank is a full service community bank that offers a wide range of financial services.
Founded in 1905Richmond, California, USA
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2022-09-01Acquired
2003-01-10IPO
Leadership Team
E
Edward Downer
Chairman Emeritus
Recent News
2025-10-17
Business Wire
2025-10-17
Company data provided by crunchbase