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
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