Branch Review Specialist jobs in Santa Maria, CA

Branch Review Specialist conducts branch internal audits to determine whether business controls are sufficient and effectively executed in accordance with bank policies and procedures. Tests established procedures to ensure operational efficiency within branch offices. Being a Branch Review Specialist determines whether branches are performing their planning, accounting, custodial, or business control activities in compliance with management instructions, policies, and procedures. Evaluates functions and activities in assigned areas to determine the nature of operations and the adequacy of systems to achieve established objectives. Additionally, Branch Review Specialist recommends corrective actions and improvements. Requires a bachelor's degree. Typically reports to a supervisor or manager. The Branch Review Specialist occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Branch Review Specialist typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Atascadero Branch - Member Service Specialist IV (Full-Time/Part-Time)
  • Golden 1 Talent Acquisition Team
  • Atascadero, CA FULL_TIME|PART_TIME
  • JOB TITLE: Member Service Specialist IV DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt JOB CODE: 2302 PAY SCALE: $25.00 - $25.00 Hourly     GENERAL DESCRIPTION:Provide members the highest level of service available in an efficient and courteous manner. Process monetary transactions within assigned limits, maintain accurate records and balance each day’s transactions in accordance with established policies and procedures. Proactively engage with members to identify products and services designed to assist them in achieving their financial goals.  Answer questions, and direct members to appropriate department for specialized services. TASKS, DUTIES, FUNCTIONS:   Processes and audits financial transactions including deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer. Provides Golden 1 services to member, including but not limited to cashier’s checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance. Assesses members needs while processing transactions.  Identifies opportunities to help members relative to Golden 1 product or service offerings and documents in EnAct system. Identifies and report fraudulent activity to management and Financial Investigations dept., in accordance with current procedures to prevent potential loss to the credit union. Assists in the proper operation of the ATM and Teller Cash Dispenser Units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc. May be required to take the lead for open and closing responsibilities in the absence of Associate Branch Manager and/or Branch Manager.  May be required to run the branch in the absence of the Associate Branch Manager and/or Branch Manager.   Activates alarm. Assists Branch management in coaching branch staff to meet or exceed all member service objectives.  Verifies signature cards in ECM (Enterprise Content Management). Check acceptance approval within assigned limits. Ensures confidentiality of all member and credit union information. Maintains current knowledge of all Golden 1 products and services, as well as of policies and procedures for teller functions. Performs additional responsibilities essential to the operations of the branch (TCR, SBO, Safe deposit box, etc...), as needed. Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial service needs to ensure members are provided with meaningful financial solutions. Engages in consultative dialogue with members to identify current and future financial needs and documents in EnAct system. Enroll members in the different channels that Golden 1 uses: online, mobile, etc. Refer member’s home lending/investment needs to the appropriate business partner through EnAct referrals. Process consumer loan applications and completes the fulfillment of loan when appropriate. Approves signature cards. Audits loan reports and provides coaching as needed to avoid future errors. Provide approvals based on authorized limits as assigned by the Branch Manager. Notarizes member documents (certification of trust, etc.). Processes and approves medallion stamp requests. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.   COMMUNICATION & INTERACTIONS:   Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication.  Effective listener. Communicates with empathy.  Associates member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation.   Works as part of a team.   Accepts constructive feedback positively and utilize it to help personal and professional development.   Ability to have a consultative dialogue by asking effective questions and connecting to answer to solutions offered by G1.   Communicates the ""why"", not just the ""how"" or ""what".   Overcomes member objections and resistance with a calming and reassuring presence".  Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience. Demonstrates networking skills, e.g.:  Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends—not contacts; follows-up on networking conversations.  Comfortable and calm during conflict resolution dialogues.   Polished coaching and leadership skills.   Delivers feedback in an objective and effective manner.   Effective delegation skills; e.g. knows when to delegate and when to lead.  Identifies appropriate and inappropriate behaviors and communicates within the appropriate channels.    ORGANIZATIONAL CONTACTS & RELATIONSHIPS:   INTERNAL:  Participates in team meetings.  Frequent routine and complex verbal and written communication with the following departments:  Branch Network, Home Loan Reps, IT Help Desk, Deposit Account Servicing, Financial Advisors, Member Development Officers, Call Center (MSCC), Fraud Management, MSSI Training, Loan Processing and Underwriting, Operations Advisors, Auditing, and Corporate Services/Facilities. Internal conversations are more research focused (e.g., fraud avoidance and account research) Provides assistance to Branch Management in coaching, performance and corrective action conversations with MSS I, II, and III’s.  Assist management in leading branch meetings, quarterly security meetings, and daily huddles.  EXTERNAL:  Frequent transaction related interactions and consultative conversations with members.  Follows-up and initiates conversation with potential members identified at marketing and table events.  May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS:   EDUCATION: High School or GED required. EXPERIENCE: Minimum two plus year in a leadership role at another financial institution preferred, plus 1.5 year in a Member Service Specialist III role preferred.  BEHAVIORS: Fosters a positive and engaging work environment. Treating others with courtesy and respect.  Inspires others through words and actions and embracing G1's mission, vision and core values. Displays positive, outgoing, and empathetic attitude. Punctual and reliable. Results-orientated. Takes on any task required to meet or exceed all team objectives. Takes the initiative to identify, investigate and resolve member issues, including operational and support situations. Willingness and flexibility in taking on new responsibilities as business requires. Willingness to learn and master new and emerging banking technology. Presents Golden Services (Internal/External). Assumes Positive Intent in all communication. Demonstrates and coaches behaviors that are expected of the team (leadership by example). Supports and demonstrates cohesive leadership within the branch. Adept in resolving conflicts in a professional manner.   4.  KNOWLEDGE/SKILLS:     Functional:  Advanced knowledge in the following areas:  Federal Rules and Regulations as applied to credit unions, G1 products (consultative), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, customer service, Loan Auditing/Reporting, and SIG cards. Technical: Basic knowledge in the following systems/applications:  Microsoft Office (Word, Excel, Outlook and PowerPoint), eFunds, EnAct (referrals, uncovering opportunities and reviewing balances), ECM, Springboard, DSUI / TNav, SBO, HRIS (ADP), Concur, Relationship Manager. Proficient adding profiles and updating tasks, activities and notes in EnAct.  Proficient in Maestro and LPQ.  Advanced knowledge in Bridger--Reporting Capability, Card@Once--Reporting Capability, WireExchange--Approval Knowledge, Staff Pro/Cash Tracker, Kiran, Visa Cats, and Performance Pro.    PHYSICAL REQUIREMENTS:   Prolonged standing throughout the workday. A teller stool is provided as may be needed Ability to lift up to thirty pounds. Ability to frequently move about the branch to accomplish tasks. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. Possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including an adding machine and typewriter, if needed.   LICENSES/CERTIFICATIONS: Certified Notary Public, and successful completion of Medallion certification.   REV 1/22/2024
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Paid Product Tester
  • Product Review Jobs
  • Shandon, CA FULL_TIME
  • Compensation: Varies per assignment. Up to $500 per week.Location: Remote (USA)Company: ProductReviewJobsThank you for your interest in becoming a Paid Product Tester. This opportunity is for completi...
  • 1 Day Ago

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Paid Product Tester
  • Product Review Jobs
  • Cayucos, CA FULL_TIME
  • Compensation: Varies per assignment. Up to $500 per week.Location: Remote (USA)Company: ProductReviewJobsThank you for your interest in becoming a Paid Product Tester. This opportunity is for completi...
  • 2 Days Ago

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Paso Robles Branch - Member Service Specialist I (Full-Time/Part-Time)
  • Golden 1 Talent Acquisition Team
  • Paso Robles, CA FULL_TIME|PART_TIME
  • JOB TITLE: Member Service Specialist I DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt JOB CODE: 2101 PAY SCALE: $20.50 - $20.50 Hourly GENERAL DESCRIPTION:Provide members the highest level of...
  • 13 Days Ago

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Branch Manager
  • CoastHills Credit Union
  • Atascadero, CA FULL_TIME
  • Under the direction of the AVP Branch Experience Officer, the Branch Manager is responsible for managing the overall operations of the assigned branch to include consumer and mortgage loan origination...
  • 23 Days Ago

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Atascadero Branch - Branch Manager II
  • Golden 1 Credit Union
  • Atascadero, CA FULL_TIME
  • TITLE: Branch Manager II DEPARTMENT: Branch Channel Delivery STATUS: Exempt JOB CODE: 6202 PAY SCALE: $71,600.00 - $75,000.00 Annually GENERAL DESCRIPTION: The Branch Manager II is responsible for fos...
  • 10 Days Ago

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0 Branch Review Specialist jobs found in Santa Maria, CA area

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County Meter Reader
  • Meter Reader
  • Santa Maria, CA
  • Responsibilities The primary responsibility of this position is to read meters and record consumption of the water used,...
  • 3/28/2024 12:00:00 AM

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Caregiver
  • Sevita
  • Santa Maria, CA
  • Mentor Community Services, a part of the Sevita family, provides community-based services for individuals with intellect...
  • 3/28/2024 12:00:00 AM

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Part Time Assistant Manager - Santa Maria Town Center Mall, Santa Maria CA.
  • rue21 Inc.
  • Santa Maria, CA
  • **Part Time Assistant Manager - Santa Maria Town Center Mall, Santa Maria CA.** * 115 E. Town Center Dr., Santa Maria, C...
  • 3/28/2024 12:00:00 AM

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Non-Licensed Optician
  • Costco
  • Santa Maria, CA
  • Job Description Assists members in ordering eyeglasses, uses computer to process orders, dispenses and fits eyeglasses a...
  • 3/28/2024 12:00:00 AM

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Retail Customer Service Team Member
  • Michaels Stores, Inc.
  • Santa Maria, CA
  • Store - SANTA MARIA, CA Deliver friendly customer service, help customers shop our store and find what they're looking f...
  • 3/28/2024 12:00:00 AM

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Health Physicist
  • Department of Defense
  • Lompoc, CA
  • Summary Click on "Learn more about this agency" button below for IMPORTANT additional information. This position will su...
  • 3/27/2024 12:00:00 AM

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Member Services Officer 3- Relationship Specialist
  • CoastHills Credit Union
  • San Luis Obispo, CA
  • Job Description Job Description SUMMARY Under the general supervision of the Branch Manager, the Member Services Officer...
  • 3/26/2024 12:00:00 AM

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Consumer Loan Sales Specialist
  • OneMain Financial
  • San Luis Obispo, CA
  • At OneMain, Consumer Loan Sales Specialists empower customers listening to their needs and providing access to friendly,...
  • 3/25/2024 12:00:00 AM

Santa Maria is a city near the Southern California coast in Santa Barbara County. It is approximately 65 miles (105 km) northwest of Santa Barbara and 150 miles (240 km) northwest of downtown Los Angeles. Its estimated 2018 population was 108,470, making it the most populous city in the county and the Santa Maria-Santa Barbara, CA Metro Area. The city is notable for its wine industry and Santa Maria-style barbecue. Sunset magazine called Santa Maria "The West's Best BBQ Town". Santa Maria is located at 34°57′5″N 120°26′0″W / 34.95139°N 120.43333°W / 34.95139; -120.43333 (34.951377, -120.433...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Branch Review Specialist jobs
$54,217 to $70,499
Santa Maria, California area prices
were up 2.5% from a year ago

Branch Review Specialist in Columbus, MS
The branch review specialist job description covers overall performance of a branch.
December 15, 2019
Branch Review Specialist in Muskegon, MI
When a branch is not working at its best, a review specialist comes in.
January 05, 2020
Branch Review Specialist in New Brunswick, NJ
A branch review specialist has a specific set of duties outside of management and basic customer service within a bank branch.
January 16, 2020