AVP/Branch Operations Training Officer

Posting Date:  09/04/2024
Location:   Silicon Valley (on-site only)
Requisition #:  HBC 24-65
Department:  Branch Admin

Job Summary:

The AVP/Branch Operations Training Officer role is responsible for providing training and mentoring of all Branch Operations personnel including Client Services Banking Officers, Client Services Officers, Client Services Bankers, Utility Bankers, and Ops Officers/Managers, as assigned. The AVP will develop and implement training programs to ensure that staff are fully trained and prepared to successfully complete their responsibilities. Additionally, the AVP will ensure that proper policies, procedures, and controls are followed to help safeguard against a potential loss situation while setting a professional example for all branch staff.

Pay range: Base Compensation is dependent upon role, experience, and skill set: Min- $28.64 /hr Max- $47.73 /hr

Primary Responsibilities:

  • Act as a mentor and trainer in supporting the branch teams:
    • Develop training checklists and other materials such as disclosures, manuals, etc. to assist with training duties
    • Perform follow up after 30 and 90 days with trainees to ensure a firm understanding of training completed and complete documentation regarding training accomplished
    • Provide feedback to Regional Operations Managers in partnership with the SVP/Deposit Operations Manager regarding branch staff performance and any issues identified while performing duties in different branches/departments
  • Provide exceptional customer service to all clients, prospective clients and Bank employees, in person, by email, and the phone:
    • Interact and establish rapport with all clients and team members
    • Display outstanding interpersonal skills and maintain a professional image at all times
  • Maintain a superior knowledge of banking operations:
    • Act as a subject matter expert as related to all procedures and requirements in the Branch Operations area
    • Maintain full understanding of Client Services functions
    • Understand how to perform the New Accounts audit, ensuring accuracy in the boarding of new accounts as well as compliance with all applicable regulatory requirements, and to assist with training responsibilities
    • Understand check cashing limits and procedures, security requirements (includes cash limits, key control, etc.) and deposit guidelines; provide feedback on procedure enhancements.
    • Utilize HERB as a primary resource for following, learning, and understanding policies, procedures and compliance in all areas required for the position
  • Develop, facilitate, and support ongoing training meeting and programs:
    • Plan and develop any applicable training meetings with the Regional Operations Managers; manage agendas, tracking enrollments, and sign-in sheets for meetings
    • Assist Branch Operations with any regulatory or procedural training as assigned
  • Partner with SVP/Operations Administration Manager with implementation of changes in policies, processes, and procedures as needed
  • Perform all other duties and special projects as assigned
  • Travel to branches across the footprint is required

Qualifications:

  • Bachelor’s degree from a four-year college or university or equivalent work experience
  • Proven track record of success with 3+ years of Banking experience.  Training experience is a plus.
  • Advanced knowledge of Microsoft Word and Excel preferred
  • Effective communication skills in presenting information in one-on-one and small group situations to customers and other employees of the organization
  • Displays a customer focused attitude with the ability to engage customers, build personal connections, and exhibit professionalism
  • Proven time management and problem solving skills with the ability to organize, prioritize, and handle multiple tasks and make necessary decisions within a fast paced environment
  • Demonstrates initiative and the ability to work in an autonomous manner

Compliance Responsibilities:

The employee is responsible for ensuring compliance with all aspects of job related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials.

Job related laws and regulations include, but are not limited to the following:  Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure.

Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.

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