Branch Operations Manager- Newport Beach - Banc of California
Newport Beach, CA
About the Job
Overview
Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small-, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services through more than 70 full-service branches throughout California and in Denver, Colorado, and Durham, North Carolina, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more
JOB SUMMARY:
The Branch Operations Manager is responsible for delivering an exceptional customer experience and providing clarity, focus and motivation to achieve branch excellence. Supports the Branch Manager in achieving superior financial results and expanding existing relationships. Responsible for the administration and efficient daily operation of a full service branch office, including operations, audit & compliance, product sales, customer service, cash control, security, and safety in accordance with the company’s objectives. Performs all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates.
To accomplish this, the Branch Operations Manager in partnership with the Branch Manager builds and develops a diverse and high performing branch team.
Responsibilities
+ Supports the Branch Manager instilling and maintaining a positive sales environment through education of the Bank’s products and services; investigates and follows up on significant changes in status of existing customers; motivates and monitors staff in cross selling and product presentation compared to goals; meets with customers to discuss needs or concerns and outlines appropriate Bank services.
+ Responsible for the overall branch customer experience assisting clients by making deposits and withdrawals, cashing checks, performing transfers, issuing bank checks, performing cash advances, processing loan advances and loan payments, cashing savings bonds and any other customer transaction as needed.
+ Responsible for creating new deposit relationships, providing a superior level of customer experience and promoting the sales and service culture.
+ Supports the company’s philosophy of Building Excellence; promotes the corporate culture through coaching, guidance, and staff motivation.
+ Provides leadership, and training; may perform duties in the absence of the Branch Manager.
+ Closely works with the Branch Manager in performing disciplinary actions, and interviewing candidates for employment; supervises the daily activities of the team including, but not limited to, effective delegation of assignments, developing work schedules and providing necessary training.
+ Assumes responsibility and is accountable for the operational compliance within the branch including, but not limited to, teller cash counts, certifications, new and closed account reports, CTR filing, suspicious activity reporting, elder abuse reporting, and staff adherence to company policies and procedures.
+ Works with the Branch Manager to identify and implement marketing strategies and plans events to support sales.
+ Performs and reviews all the duties of the branch staff to ensure audit compliance and new account review requirements.
+ Oversees daily check scanning, vault settlement, and ATM settlement, night drop deposits, and assists with opening/closing branch procedures.
+ Approves wire transfers up to designated limit and approves exceptions to new accounts, check holds, and CD discretionary rate adjustments.
+ Coordinates with Compliance and Branch Administration regarding responses for independent third party and regulatory audits; ensures deficiencies identified from such audits are corrected.
+ Assures audit compliance and procedure quality control and recommends and initiates corrective actions; ensures that the branch is in compliance with established Bank policies, procedures and state and federal regulations.
+ Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
+ Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
+ Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
+ Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
+ Performs other duties and projects as assigned.
Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process please contact Talent Acquisition Partner.
Qualifications
+ Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA).
+ Advanced experience, knowledge and training in progressively responsible branch management and supervisory activities, financial statement and tax return preparation, and all lending activities and terminology
+ Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs
+ Advanced math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs
+ Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees
+ Ability to cross-sell and explain all bank products and services with confidence and authority
+ Ability to make decisions that have moderate impact on the immediate work unit
+ Ability to organize and prioritize own work schedule and the work schedules of others on a short-term and long-term basis
+ Ability to work with little to no supervision while performing duties
+ Bachelor’s Degree from an accredited college or University and a minimum of 5 years’ of related experience and/or training. Work related experience should consist of branch management operations and/or lending experience within the financial services industry.
+ Prior experience in a Supervisory position preferred.
+ Current California driver’s license and a vehicle with appropriate insurance coverage to drive in the course of performing assigned duties and responsibilities.
Salary Range : $50,463.00-$67,706.00 USD; Final salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with geographic/market data.
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Job Locations _US-CA-Newport Beach_
ID _2024-3799_
Category _Branch Administration/Customer Service_
Type _Regular Full-Time_
Equal Opportunity Employer
PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.
Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small-, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services through more than 70 full-service branches throughout California and in Denver, Colorado, and Durham, North Carolina, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more
JOB SUMMARY:
The Branch Operations Manager is responsible for delivering an exceptional customer experience and providing clarity, focus and motivation to achieve branch excellence. Supports the Branch Manager in achieving superior financial results and expanding existing relationships. Responsible for the administration and efficient daily operation of a full service branch office, including operations, audit & compliance, product sales, customer service, cash control, security, and safety in accordance with the company’s objectives. Performs all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates.
To accomplish this, the Branch Operations Manager in partnership with the Branch Manager builds and develops a diverse and high performing branch team.
Responsibilities
+ Supports the Branch Manager instilling and maintaining a positive sales environment through education of the Bank’s products and services; investigates and follows up on significant changes in status of existing customers; motivates and monitors staff in cross selling and product presentation compared to goals; meets with customers to discuss needs or concerns and outlines appropriate Bank services.
+ Responsible for the overall branch customer experience assisting clients by making deposits and withdrawals, cashing checks, performing transfers, issuing bank checks, performing cash advances, processing loan advances and loan payments, cashing savings bonds and any other customer transaction as needed.
+ Responsible for creating new deposit relationships, providing a superior level of customer experience and promoting the sales and service culture.
+ Supports the company’s philosophy of Building Excellence; promotes the corporate culture through coaching, guidance, and staff motivation.
+ Provides leadership, and training; may perform duties in the absence of the Branch Manager.
+ Closely works with the Branch Manager in performing disciplinary actions, and interviewing candidates for employment; supervises the daily activities of the team including, but not limited to, effective delegation of assignments, developing work schedules and providing necessary training.
+ Assumes responsibility and is accountable for the operational compliance within the branch including, but not limited to, teller cash counts, certifications, new and closed account reports, CTR filing, suspicious activity reporting, elder abuse reporting, and staff adherence to company policies and procedures.
+ Works with the Branch Manager to identify and implement marketing strategies and plans events to support sales.
+ Performs and reviews all the duties of the branch staff to ensure audit compliance and new account review requirements.
+ Oversees daily check scanning, vault settlement, and ATM settlement, night drop deposits, and assists with opening/closing branch procedures.
+ Approves wire transfers up to designated limit and approves exceptions to new accounts, check holds, and CD discretionary rate adjustments.
+ Coordinates with Compliance and Branch Administration regarding responses for independent third party and regulatory audits; ensures deficiencies identified from such audits are corrected.
+ Assures audit compliance and procedure quality control and recommends and initiates corrective actions; ensures that the branch is in compliance with established Bank policies, procedures and state and federal regulations.
+ Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
+ Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
+ Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
+ Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
+ Performs other duties and projects as assigned.
Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process please contact Talent Acquisition Partner.
Qualifications
+ Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA).
+ Advanced experience, knowledge and training in progressively responsible branch management and supervisory activities, financial statement and tax return preparation, and all lending activities and terminology
+ Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs
+ Advanced math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs
+ Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees
+ Ability to cross-sell and explain all bank products and services with confidence and authority
+ Ability to make decisions that have moderate impact on the immediate work unit
+ Ability to organize and prioritize own work schedule and the work schedules of others on a short-term and long-term basis
+ Ability to work with little to no supervision while performing duties
+ Bachelor’s Degree from an accredited college or University and a minimum of 5 years’ of related experience and/or training. Work related experience should consist of branch management operations and/or lending experience within the financial services industry.
+ Prior experience in a Supervisory position preferred.
+ Current California driver’s license and a vehicle with appropriate insurance coverage to drive in the course of performing assigned duties and responsibilities.
Salary Range : $50,463.00-$67,706.00 USD; Final salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with geographic/market data.
Share job with a friend Refer a Friend
Job Locations _US-CA-Newport Beach_
ID _2024-3799_
Category _Branch Administration/Customer Service_
Type _Regular Full-Time_
Equal Opportunity Employer
PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.
Source : Banc of California