What are the responsibilities and job description for the Branch Services Officer position at First Southwest Bank?
Position Description : The BSO (Branch Services Officer) is responsible for assisting with the oversight of Branch Services, ensuring operational efficiencies that align with bank regulatory policies, procedures, and risk standards. To ensure all branches are providing high quality customer service in a professional and courteous manner while mitigating the risks inherent with branch operations. Provides active support to Branch Management, Personal Bankers and Tellers through Training, Coaching, and Monitoring to ensure efficiency and accountability Position Responsibilities : Responsible for the operational support to Branch Managers and Personal Bankers. Provides on-boarding, new hire training and continuing development process for branch staff. Ensures comprehension and preparedness to be successful. Enforces and adheres to compliance, security, and bank regulations. Follows bank policies, procedures, and meets sales and service goals. Make recommendations to help branches operate efficiently and improve sales and service. Knowledgeable of bank regulatory and internal audit policies. Partners with applicable departments to ensure the smooth and efficient flow of information and separation of duties. Coordinates with Deposit Services to identify situations impacting service level quality standards to determine solutions to both internal and external customers. Approximately 50% of time will be spent traveling to all branches. SECONDARY DUTIES :
Ensure appropriate staffing levels at each branch for daily operations.
Assist Branch Managers in responding to Exam / Audit and internal monitoring exceptions and corrective actions. Performs ongoing training of compliance and banking regulations, as well as keeping informed of any changes to the regulations. Performs ongoing training for internal processes and procedures, including assisting with onboarding new staff and job role transition. Bring consistency of Service to all branches through review / revising procedures and techniques. Minimum Qualifications : MINIMUM QUALIFICATIONS : -
Bachelors Degree in Business Administration, Finance or a related field and minimum 3 years directly related banking experience, including supervisory experience.
Computer skills required.
Pleasant disposition which gives a positive image of the bank to customers and prospects.
Valid drivers license and ability to travel.
Physical Demands and Work Environment : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Regularly required to talk or hear; frequently required to use hands or fingers, handle or feel objects tools or controls. Occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. Must occasionally lift and / or move up to 20 pounds. Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Depending on location and time of year, extreme high and low temperatures within the building will be experienced.
Additional Information :
BSA Requirements :
It is the responsibility of all employees to make all reasonable efforts to identify suspicious cash activity which may be associated with customer attempts to avoid the reporting requirements of the BSA or government or federal tax reporting, as well as potential money laundering resulting from criminal / illegal activities. All suspicious activity, regardless of the amount involved in the transaction, must be reported to a supervisor or Branch Manager for further investigation and possible reporting by the Bank Secrecy Officer to the Financial Crimes Enforcement Network (FinCEN).
No director, officer, employee, or agent who reports a suspicious transaction under the requirements of the BSA may notify any person involved in the transaction that the transaction has been reported.
Each employee of the bank shall be required to complete Bank Secrecy Act / Suspicious Activity training periodically which is commensurate with the duties of their position.
Salary : $66,500 - $81,400
