Operational Branch Services Officer

Job Description

Job Description

Description :

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals : Delivering a wide variety of financial services with a superior customer service guarantee.

Under direct supervision : Provides quality service to customers. Promotes sales of Bank services and products.

Weekly Working Hours : 38

Customer Service

• Deliver 5 Points of Service to internal and external customers. (Your Community Banker, Sundown Rule, It’s your time, 24 hrs 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.

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

Sales Support

Contributes to Key Initiatives.

Decision Making and Accountability

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.

Security and Compliance Responsibilities

Answer regulatory questions correctly during Audit / Branch Review.

Transaction Accuracy

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

MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS : Good customer relations and basic math skills required.

PROMOTIONAL GUIDELINES : BSO’s are eligible for promotion based upon the following minimum criteria :

PHYSICAL DEMANDS : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and / or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus.

WORK ENVIRONMENT : The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate.

MENTAL DEMANDS :

EQUIPMENT USED TO PERFORM FUNCTIONS :

10-key machine, Microsoft based computers, fax, photocopier, ATM, tube system for drive-up window, Branch Capture equipment.

DECISION MAKING :

Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction.

Requirements : EOE

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