Apply on Employer Site

Westamerica Bank · 1 day ago

Banking Operations Officer - Napa, CA

Napa, CA

Full-time

Onsite

Entry Level

$19.75/hr - $23.51/hr

3+ years exp

Westamerica Bank is among the largest commercial banks headquartered in California, seeking a Banking Operations Officer. This role involves providing quality customer service, promoting bank services, and supporting sales activities while ensuring compliance with operational standards.

BankingFinancial Services

Responsibilities

Deliver 5 Points of Service to external customers. (Your Community Banker, Sundown Rule, It’s your time, 24hrs or bust, Statement of fact, Everybody makes a difference)

Adhere to QIS standards minimum 95%

Actively contributes to team success through clear, effective communication with Co-workers

Make outbound service or sales calls via telephone and written correspondence as directed by CSM

Meets goal of $110/FTE per month on average

Assist CSM with internal sales activity for new product and service referrals

Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts

Cross sell appropriate products and services to clients and prospects

Contributes to Key Initiatives

Exercise sound judgment to protect Bank assets and control losses

Assist CSM with Audit readiness of branch

Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained

Coach / train staff

Meet attendance guidelines

Respond well to constructive feedback and work to correct any noted concerns

Support CSM with teller line coverage and schedules

Under the direction of the CSM, provide support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault

Adhere to Control Consciousness policies and procedures

Follow branch security procedures in opening, closing, and branch operations

Meet established standards for accuracy and compliance with policies and procedures

Employee’s cash differences and operating losses are within loss limits and BSA errors within allowable limits

Complete regulatory tutorials to ensure understanding of compliance standards & expectations

Answer regulatory questions correctly during Audit/Branch Review