Financial Services Manager

Business Name: 
Mechanics Bank
Type of Position: 
Full-Time Job
Grade Level: 
San Francisco
Days/Hours per Week: 
40 hrs/week
Pay Range: 
$60-65K / year + 10% annual bonus + quarterly bonuses
  • Medical Plans (PPO, HMO,HSA, HRA)
  • Employee Assistance Program (EAP)
  • Dental Plan
  • Vision Plan
  • Commuter Benefits (Pretax)
  • Travel Assistance Program
  • Individual Medical Decision Systems (MedExpert)
  • Flexible Spending Accounts (FSA)
  • 401k Plan with Employer Match
  • Sick Pay
  • Vacation/Holiday Pay
  • Referral Bonus Program
  • Paid Time Off for Community Service
  • Banking/Investment Service Discounts
  • Income Protection Programs
  • Accidental Death & Dismemberment
  • Group Life Insurance
  • Supplemental Employee Life Insurance
  • Supplemental Dependent Life Insurance
  • Business Travel Accident
  • Short-Term/Long-Term Disability
Duration of Position: 

On going

Position Description: 

Mechanics Bank is looking for a Financial Services Manager for the San Francisco Branch. Looking for an experienced Banker to work Monday to Friday in one of the busiest business branches.

In this role, you will assist the Branch Manager in managing sales within a retail office. You will have the opportunity to work with the Branch Manager in determining sales goals. You will assist the Branch Manager with profitability management of the office through business development, lending, and customer service and operations, including cross-sell and referral of Bank products, including cross-sell and referral of Bank products. You will supervise and provide direction and guidance to Universal Bankers.

Position Responsibilities: 
  • Works with the Branch Manager to manage the sale of Bank products and services in the retail office.
  • Assists the Branch Manager in determining sales goals, and developing strategies to meet those sales goals.
  • Provides direction and guidance to Universal Bankers.
  • Sources and develops business, expanding and deepening relationships with existing customers. Assists the Branch Manager in internal and external business development.
  • Manages a portfolio of retail branch customers, and conducts business development in products and services.
  • Supervises Universal Bankers. Recommends performance goals and ratings, hiring, and corrective actions. Coaches, guides, develops, and directs subordinate staff. Leads meetings of platform staff.
  • Coordinates effective retail office operations and sales with the Customer Service Manager, promoting teamwork, excellent customer service, cross-sales, and the promotion of Bank products and services.
  • Provides guidance to Universal Bankers on complex sales and high value customers.
  • Receives, reviews, and closes consumer and small business loan applications.
  • Assesses customers’ needs, and makes appropriate referrals to internal and external business partners.
  • Represents the Bank in civic and community events to enhance the visibility and reputation of the Bank, and to expand business opportunities.
  • Manages and performs platform operations.
  • Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and clients.
  • Manages the office in the absence of the Branch Manager.
Required Qualifications: 
  • Leadership ability to supervise, direct, and guide Universal Bankers, and motivate excellent performance.
  • Ability to strategize to assist the Branch Manager in setting goals and objectives for the office.
  • Thorough knowledge of Bank services and products.
  • The ability to analyze and apply the individual and small business banking needs with specific Bank services and products.
  • Ability to persuade, including the value and benefits of using the Bank’s services and products.
  • Excellent interpersonal skills and customer service.
  • Skill in attention to detail and accuracy.
  • Thorough knowledge of applicable Federal and state banking regulations.
  • Thorough knowledge of the Bank’s internal operating policies and procedures.

Certifications, Licensing, and other special qualifications:

  • May require notary license, depending on assigned office or department to perform notary certifications.
  • Requires registration as a mortgage loan originator (MLO) under the “Secure and Fair Enforcement for Mortgage Licensing Act”.
Application Deadline: 
Open until filled