Business Banking Manager

Sunwest Bank

San Clemente, California
7 days ago

Highlights

Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Lead and actively participate in daily warm up and monthly branch staff meetings and discusses branch products, sales, service and soundness.

Numbers & Facts

Location	San Clemente, California
Industry	Banking
Company Size	50 to 99 employees
Year Founded	1970
Website	https://www.sunwestbank.com/

Description

SUMMARY
Works under the general supervision of the Branch/Area Manager. Responsible for the efficient operation of the Bank’s branch network, including operational integrity, efficient branch processes, bank products, service standards, security and safety in accordance with the Bank's objectives. Provides a superior level of customer service and promotes the service and sales culture through coaching, guidance and staff motivation. Provides leadership, training and supervision to the branch staff.
Maintains an expertise in risk management and branch policies and procedures and is responsible for monitoring and auditing the branch offices for compliance with policies and procedures. Acts as a point of escalation for questions or problem resolution.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Ensures client satisfaction and account retention through quality service
Handles client requests and complaints with prompt, professional, and courteous attention Understands and complies with Bank policies, procedures, and regulations governing job responsibilities
Responsible for transaction approvals within assigned limits
Lead and actively participate in daily warm up and monthly branch staff meetings and discusses branch products, sales, service and soundness. Ensures that all employees are well versed in all Bank products
Holds keys and Alarm Code to the branch; Opens and closes the branch
Responsible for staffing, branch performance, appraisals, promotions, salary actions, and terminations:
Plans and adheres to staffing budget
Minimizes employee turnover rate
Provides the accurate and timely presentation of Performance appraisals, counseling’s and status changes.
Exercise sound judgment and compliance with policy regarding promotion and salary actions.
Responsible for employee development and provides training as needed
Responsible for ensuring satisfactory audit ratings; managing critical operational metrics to minimize risks and losses; maintaining ambitious standards for control/certifications, monetary transactions, security, and account opening activities; ensuring the branch staff is trained and follows policies and procedures; and operating within the Bank’s guidelines
Communicates Bank policies, procedures and regulations to branch personnel and ensures all staff members are familiar with and aware of any changes
Identifies opportunities for process improvement to optimize branch operational performance Reviews and analyzes existing business-specific work processes. Proposes and prioritizes changes and improvements for the branch environment. Serves as a “champion” for process changes and initiatives
Prepares reports and completes special projects as requested by management
Participates in training deemed necessary by the Bank
Achieves individual as well as branch goals and contributes to the success of the Bank
Branch Operation Managers are expected to know and follow the Bank’s compliance policies and procedures as required by the Compliance Department.

ADDITIONAL RESPONSIBILITIES

Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
Demonstrates high level of quality work, attendance and appearance
Adheres to all Company Policies & Procedures and Safety Regulations
Adheres to local, state and federal laws
Understands and complies with all company rules and regulations
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
Additional duties as assigned as it relates to the position

SUPERVISORY RESPONSIBILITIES
This position does have supervisory responsibilities

MINIMUM QUALIFICATIONS

Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
Thorough knowledge of all retail products and services
Proven client service and interpersonal skills
Effective selling, cross selling and referral skills
Strong mathematical, problem-solving, and negation skills
Ability to analyze client credit data and other related financial information

COMPETENCIES:

Adaptability
Communication
Decision Making
Initiative
Innovation
Motivator
Organization
Professionalism
Results Orientated

PHYSICAL DEMANDS: In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job.
Standing, walking and squatting less than fifty percent of the work shift
Required to lift, move and carry up to 40 pounds
Ability to read, count and write to accurately complete all documentation and reports
Must be able to see, hear and speak in order to communicate with employees and other customers
Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus

WORK ENVIRONMENT: In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job within the environment.
The work space is clean, orderly, properly lighted and ventilated with the proper safety compliance
Noise levels are considered moderate

About Company

Sunwest Bank has been consistently named one of the top performing banks in the United States by American Banker and SNL Financial. Sunwest’s primary focus is commercial business and real estate banking. Through 12 targeted locations across the Western United States, Sunwest offers a full suite of private and commercial banking services to its clients.

Since 2009, Sunwest has completed five failed bank acquisitions beginning with the acquisitions of MetroPacific Bank of Irvine. Later that year, Sunwest expanded the franchise south to San Diego with the acquisition of Pacific Coast National Bank. Its expansion continued beyond the California border with the acquisition of First State Bank of Flagstaff from the FDIC, adding a presence in Northern Arizona. In 2013, the Bank expanded into the Northwest by acquiring the Washington-based Westside Community Bank which added two locations outside of Tacoma. Sunwest then broadened its Northwest presence to Boise through acquiring the failed Syringa Bank from the FDIC, adding nearly $140 million in assets and a network of five Idaho branches. In the latter half of last year, the Bank broadened its footprint further by adding LPOs in both the Salt Lake City and Phoenix, Arizona markets. These three out-of-state acquisitions and two de novo LPOs have positioned Sunwest well as it embarks on its next expansionary phase.

Sunwest Bank operates with an iron clad balance sheet of $885 million in assets, $111 million in tangible capital and $4MM in reserves, making it well poised to continue its growth.

Sunwest Bank is the flagship of H Bancorp, a $1.3 billion privately-owned bank holding company with a controlling interest in Bay Bank located in the Baltimore/D.C. corridor. H Bancorp provides strategic leadership, access to capital and an opportunity to participate credits across the entire H Bancorp family.

SUNWEST BANK – AN ENTREPRENEURIAL BUSINESS BANK
Sunwest prides itself on being an entrepreneurial and innovative commercial business bank. The Bank positions itself through deep knowledge in lending niches ensuring our people are regarded as trusted advisors and not simply bankers. It is with this approach that we provide impeccable service to our clients.