AVP, Branch Operations Manager

Established in 1996, Community Bank of the Bay is an independent, multiple award-winning community-focused bank with over 20 years of active financial investment in businesses and individuals in the San Francisco Bay Area. Our clients include numerous organizations from many industries, including local nonprofits, multi-generational businesses, creative professionals, and owner-operators experiencing change, growth, or expansion.

At CBB, we believe you can only truly serve a community when you are part of it. As the first Community Development Financial Institution (CDFI) formed in California, we are actively involved in local community life. In fact, that’s the whole thought behind community banking: your funds invested locally, through local decisions, by local people, driving the success of the broader community. Our mission is to foster and promote economic development in the communities we serve.

At Community Bank of the Bay, our employees are our greatest asset, and we recognize that our success as a community bank is because of our extraordinary staff. We offer a welcoming, friendly, caring work environment with competitive compensation, a strong and robust benefits program, and an emphasis on healthy work/life balance.

Our six core values of Sustainability, Empowering, Respect, Trust, Commitment and Relationship building represent what we stand for and believe in as an organization. Every day, we strive to align our behaviors to these core values in everything we do.

Overview

Responsible for daily operations of the branch. Ensures established policies and procedures are followed.  Oversees the provision of a full range of services to customers and prospective customers.  Ensures customers are promptly and professionally served. Trains, directs, and supervises branch staff.  Maintains a strong working knowledge of Customer Service Representative (CSR), and New Accounts responsibilities and can function in role if needed.  Performs various branch functions as required.

Duties and Responsibilities

·         Assumes responsibility for the supervision of branch operations.

·         Supervises the smooth operation of the branch to ensure service quality, accuracy, efficiency, and risk management. Provides suggestions for improved effectiveness.

·         Ensures branch compliance with all policies, procedures, and complies with applicable laws and regulations, particularly as they pertain to audit, security, compliance, and internal controls.

·         Completes required reports and ensures monthly, quarterly, and annual branch audits and certifications are completed accurately.

·         Ensures branch security.  Responsible for opening and closing the branch in accordance with set hours and established procedures. Tests branch security equipment (cameras, alarms) according to established procedures.

·         Responsible for branch vault, ATM and cash supply.  Prepares, receives, and processes cash shipments per procedures, ensuring adequate currency supplies at all times.

·         Ensures the branch balances all transactions at the close of each day including balancing of the Vault, ATM, and Night Drops deposits.  Proofs CSRs, runs related reports. Balances all branch cash to the General Ledger on a daily basis. Completes month end certification of all cash items and negotiable instruments.

·         Ensures proper completion of MILs, CTRs and SARs.

·         Assists with Customer Service Representative and New Account Officer functions.  Performs duties related to certificates of deposit and IRAs.  May handle safe deposit boxes.  Assists in opening new customer accounts.

·         Assists with updating and implementing changes to established policies and procedures within the branch. Helps to identify missing or inaccurate procedures. Assists with establishing new procedures.

·     Promotes branch business development and seeks to broaden customer base. May cross sell Bank products and services.

·         Assumes responsibility for establishing and maintaining effective coordination and working relations with branch personnel.

·         Provides assistance, direction, and supervision as needed including guidance for New Accounts Representatives/Officers and Customer Service Representatives.

·         Reviews and monitors the work of branch personnel.  Provides suggestions and support as necessary.

·         Assists with orientation of new employees and staff training sessions.  Ensures personnel are well trained in all phases of their respective jobs including operations and product knowledge. Performs cross training as necessary. 

·         Determines appropriate staffing levels and scheduling of employees. Oversees the lobby to reduce the wait time and provide support to staff.

·         Tracks individual employee progress and conducts performance appraisals.  Formulates and implements corrective actions as needed

·         Assumes responsibility for establishing and maintaining effective, professional business relations with customers.

·         Ensures customers' requests and questions received through multiple channels are promptly and courteously resolved.  Answers customers’ questions or refers appropriately.

·         Ensures customers are informed of Bank services, products, and policies. 

·         Ensures the Bank’s professional reputation is maintained.

·         Assumes responsibility for related duties as required or assigned.

·         Assists with branch personnel functions as needed.

·         Ensures work area is clean, secure, and well maintained.

·         Completes all required compliance training in a timely manner.  Attends meetings.

Requirements

Education/Certification:       

·         High school graduate or equivalent.  Additional college coursework preferred.

Required Knowledge:           

·         Thorough knowledge of all branch operations and functions, including deposit products and services.  Familiarity with other business line products.

·         Strong knowledge of new accounts and teller functions.

·         Knowledge of banking laws and regulations.

·         Working knowledge of MS Office products (Excel, Word, Outlook, etc.).

·         Comfortable using video conference products like Zoom.

Experience Required:           

·         Five years of related bank operations experience required. Minimum 3 years bank supervisory experience required.

Skills/Abilities:                      

·         Strong interpersonal and communication skills.

·         Displays assertiveness along with patience, diplomacy and empathy

·         Ability to communicate effectively and professionally in person, over the phone and by email.

·         Well organized and self-motivated. Ability to meet deadlines.

·         Ability to exercise good judgement and discretion in applying and interpreting bank policies and procedures.

·         Ability to exercise good judgment, and apply past experience in new and ambiguous situations. Ability to problem solve.

·         Effective management and leadership skills to select, motivate, develop, and supervise assigned personnel. Leads by example.

·         Ability to lead and participate in meetings both in person and virtually.

·         Able to comfortably operate computer applications and basic business equipment                               

Benefits

·         Subsidized Medical, Dental, & Vision

·         Basic Life/Accidental Death and Disbursement Insurance, Long-term Disability Insurance

·         Employee Assistance Program

·         Commuter Benefits

·         401K Retirement Plan – Matching and Safe Harbor Contributions

·         Flexible Spending Accounts – Medical & Dependent Care

·         Paid Vacation and Sick days

·         11 paid Holidays per year

·         Volunteer Day

·         Gift Matching Contribution to Non-Profit Organizations of employee’s choice

·         Green Car Program Subsidy for eligible Hybrid and Electric Vehicles

·         Employee Referral Program

Location:  San Mateo, CA

Job Type: Full-time

Salary Range:  $82,500 - $100,940 Annual Salary

Salary may vary depending on multiple factors including but not limited to skill level, depth of work experience, education, relevant licenses/credentials, and geographic location.

To apply, please visit: https://www.bankcbb.com/about/careers/

Note: The duties and responsibilities listed are typical examples of work performed by the position and are not designed to contain or be interpreted as a comprehensive list of all duties, tasks, and responsibilities. Employees may also perform other duties as assigned.

EOE, including disability/vets. Job candidates must be legally eligible to work in the United States.

Community Bank of the Bay is committed to ensuring that our online application process provides an equal opportunity to all job seekers, including individuals with disabilities. If you believe you need reasonable accommodation in order to search for a job opening or submit an employment application, please email us at hr@bankcbb.com. This is a dedicated email address designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

Please note: emails received for other purposes, such as following up on an application or non-disability related technical issues, will not receive a response.

We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the requirements of Section 19 of the Federal Deposit Insurance Act.