Preferred Banking Assistant Manager

Company: Disability Solutions
Location: San Diego
Posted on: March 6, 2025

Job Description:

Job Title:Preferred Banking Assistant ManagerLocation:Carmel ValleyWhat you'll do:The Preferred Banking Assistant Manager is responsible for supporting the Operations Manager, Regional Manager, and/or Regional President; ensures branch operational activities run smoothly and efficiently; provides leadership, training, and supervision within the branch; promotes business for the Bank by ensuring a high level of customer service and promoting the full range of bank products and services. The position of Preferred Banking Assistant Manager performs direct supervisory duties of operations personnel and may perform in various capacities, such as Personal Banker, CSR, or safe deposit attendant as appropriate.Assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.

• Provides supervision and support to all assigned areas of branch operations where service or assistance is needed; oversees activities of CSRs, Personal Bankers, and other operations personnel; opens and closes the branch.
• Reinforces the application of the Five Star Client Service program by example along with appropriate follow-through with involved customers and employees; conducts specific periodic meetings and presentations on this topic with all staff members.
• Conducts required staff meetings on such issues as compliance, operations, policy changes, etc.
• Assures audit compliance and procedure quality control through the branch operational review, and recommends and initiates corrective actions; conducts unannounced audits of all branch cash funds and cash limits; ensures the branch is in compliance with established Bank policies, procedures and state and federal regulations.
• Responds to inquiries or refer inquiries to the appropriate department or person; exhibit the necessary follow-through with customers and/or staff involved.
• Actively participates in assuring quality control in regard to audits and certifications.
• Actively involved in instilling and maintaining a positive sales environment through education of the Bank's products and services; monitors and coaches staff in cross-selling and product presentation; assists the organization of the branch, coordinating available resources (e.g., staff, materials, etc.) for maximum results.
• Contributes to the overall profitability of the branch; implements cost controls, income generation, and branch marketing efforts; monitors expenses to ensure compliance with budget.
• Consistently applies sound decision-making techniques pertaining to inquiries, approvals, and requests as they apply to existing policies and procedures; keeps within assigned approval limits and uses these instances as learning tools for employee development.
• Assists other branch offices in resolving operational inquiries and providing staff support; participates in various internal committees assigned by senior management.
• Assists in performing or may perform all technical operational areas; NSF and overdraft processing; holds and stop payments; Currency Transaction Reports; acceptance and research procedures for a variety of legal processes; ATM duties; documentation and procedures required for accounts involving the death of account holder(s); outgoing collections; outgoing wires; certifications; balances general ledger account(s) and processes and approves related entries.
• Ensures accurate completion of related operational reports initiated by the Bank's data processor along with miscellaneous internal reports.
• Assists in performing or may perform personnel actions including performance appraisals, disciplinary actions, and interviewing candidates for employment. The Operations Officer is involved in the supervision of daily activities of branch staff including, but not limited to, effective delegation of assignments, developing work schedules and providing necessary training.
• Identifies and monitors high risk and money services businesses.
• Ensures implementation and compliance to meet security precautions and protect customer deposits, bank assets and staff.
• Participates in the development and growth of the branch staff through excellent communication skills, both verbal and written, assuring a highly cross-trained staff.
• Ensures the maintenance of branch property by identifying and coordinating repairs and upgrades.
• May perform all related CSR, vault teller, Personal Banker, Utility Specialist, and safe deposit duties as required.
• Balances CSR differences as it relate to general ledger accounts; maintains accurate CSR balancing records.
• Processes, solves, and answers complex customer transactions, problems or inquiries.
• Maintains strict confidentiality of all records and data received and produced.
• Operates computer efficiently to process transactions, account activity and determine balances.
• Assists clients and resolves problems within given authority.
• Answers phones promptly and professionally; assists clients when appropriate; directs callers to appropriate Bank personnel.
• Maintains knowledge of current financial industry status and trends.
• Opens and closes the vault daily; may prepare and process incoming and outgoing shipments; and may assist in balancing vault currency and coin.
• Types of routine letters, reports, and forms.
• Reinforces department goals and objectives.
• Complies with Bank Secrecy Act ("BSA"), OFAC, Anti-Money Laundering ("AML"), and US PATRIOT ACT policies, and procedures, by properly verifying the identity of any person/business opening an account, maintaining records of the information used to verify each customer and consulting lists of known suspected terrorists before opening an account.
• Reports any customer suspected of suspicious activity immediately to the BSA Officer.What you'll need:
  • Bachelor's degree from a four (4) year college or university; and five (5) or more years of related experience and/or training; or the equivalent combination of education and experience; or high school diploma or general education degree (GED) and seven (7) years of related experience and/or training or the equivalent combination of education and experience. Work-related experience should consist of branch operations with a supervisory background. Educational experience, through in-house training sessions, formal school or financial industry-related curriculum, should be applicable to the financial industry.
  • Intermediate experience, knowledge, and training in progressively responsible branch operation and supervisory activities.
  • Intermediate knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank's products and services.
  • Ability to read, analyze, and interpret general business periodicals, professional journals, and technical procedures.
  • Good organization skills with the ability to provide leadership, supervision, and training for two (2) or more employees using positive supervisory techniques to ensure maximum productivity; demonstrated ability in organization and delegation skills.
  • Ability to cross-sell and explain all operation products and services with confidence and authority.
  • Basic loan product knowledge.
  • Basic knowledge of human resource and labor laws and policies.
  • Intermediate skills in computer terminal and personal computer operation; mainframe computer (ITI) system; and word processing, spreadsheet, and account opening software programs (e.g., Microsoft Word and Excel, IBS Insight, Outlook, etc.).
  • Typing skills to meet the production needs of the position.
  • Intermediate math skills; calculate interest and balance accounts; add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors; count currency, coin, and negotiable instruments promptly.
  • Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
  • Ability to deal with problems involving multiple facets and variables in non-standardized situations.
  • Effective organizational and time management skills.
  • Ability to work with minimal supervision while performing duties.
  • Current state-issued driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities. Compensation: Salary range for new hires is generally $84,045.00 - $103,818.33 for San Diego, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.Benefits you'll love:We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!About the company:Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. - Western Alliance Bancorporation

Keywords: Disability Solutions, San Diego , Preferred Banking Assistant Manager, Executive , San Diego, California