What are the responsibilities and job description for the Branch Services Associate II position at BANK OF MARIN?
Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Branch Services Associate to join our Consumer Services team at either our corporate office in Novato or administrative office in Rancho Cordova.
The Branch Services Associate provides knowledge and support to branch employees to ensure regulatory compliance and adherence to Bank policies and procedures. This individual is required to act as the central and critical resource for external and internal clients.
Essential Job Functions:
- Provide prompt, courteous service to the customers, employees and departments of Bank of Marin, promoting professionalism, confidentiality, and the desire to assist.
- Process and respond to action items and customer communication generated via telephone or online, as well as customer service and inter departmental e-mail; prepare customer and inter-departmental communication as needed.
- Interact with branches to ensure sound operational understanding and implementation of operational procedures.
- Assist Branch Operations Manager in updating and maintaining operational procedures manual and new account procedures manual.
- Act as resource for branch personnel to clarify operating and new account procedures and policies.
- Maintain various reports and logs relating to branch operations.
- Support department manager.
Job Skill Level / Additional Requirements:
- In-depth knowledge of Regulations E, D, C, TISA, and FACTA as they relate to deposit operations and consumer banking.
- Familiarity with retail banking products, including online banking platforms (Bill Pay, Zelle, External Transfer) and eBanking channels.
- Expertise in transaction types, processing functionality, and sound business practices related to audit trails and compliance.
- Strong organizational skills with attention to detail, ensuring accuracy in documentation and record-keeping.
- Ability to confidently communicate bank policies and procedures to clients and staff.
- Proficient in identifying compliance issues and operational risks, providing options to resolve problems effectively.
- Exceptional customer service skills, committed to providing legendary service with a professional demeanor.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams, OneNote).
- Able to independently examine a problem or issue and use job knowledge to come to a conclusion and recommend a solution.
- Ability to confidently converse with clients about our products.
- Flexibility to travel to branches as needed, maintaining a professional dress code.
Professional / Educational Experience:
- 2 – 4 years related banking experience, particularly in branch operations, audit, and customer service.
- Experience in a compliance-driven role with a focus on operational support preferred.
- High school diploma or general education degree (GED) and/or one year certificate from college or technical school; or equivalent combination of education and experience.
The hiring pay range for this position is $26.38 to $37.49. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level.
The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process.
Bank of Marin is an equal opportunity employer. EOE AA M/F/Vet/Disability
Salary : $26 - $37