BRANCH OPERATIONS PROCESS AND TRAINING OFFICER

BRANCH OPERATIONS PROCESS AND TRAINING OFFICER

Summit State Bank - 3.6 Santa Rosa, CA Job Details Full-time $71,000 - $92,000 a year 3 days ago Benefits Health savings account AD&D insurance Disability insurance Health insurance Dental insurance Flexible spending account Tuition reimbursement Paid time off Dependent health insurance coverage Vision insurance 401(k) matching Volunteer time off Qualifications Driver's License Full Job Description Summit State Bank is an award-winning Community Bank whose core values are based on making a positive impact on our employees, customers, and the communities we serve. Our employees are important to us; we provide rewarding career paths with competitive pay and excellent benefits. If you want to work for a Community Bank that values you and your contributions, we encourage you to apply. We are looking for a full-time Branch Operations and Training Officer, who will lead the development and administration of branch procedures and process training to strengthen operational consistency, employee readiness, and service delivery across the branch network, while supporting adherence to regulatory and internal requirements. Specifically, this role is responsible for developing, documenting, optimizing, and training branch staff on operational processes, procedures, and systems. This role ensures consistency, compliance, efficiency, and service excellence across all branch locations. The officer acts as a key liaison between branch operations, compliance, IT, and leadership to support continuous improvement and regulatory adherence. Education and/or Experience Bachelor's degree in business, finance, or related field preferred (or equivalent experience). Minimum of 5 years of banking experience, preferably in branch operations or retail banking, including hands-on responsibility with teller operations, new accounts, account maintenance, branch controls, and compliance-related branch procedures. 2 or more years in training, process improvement, or operations support roles preferred. Demonstrated working knowledge of daily branch operations from both the teller side and the platform/new accounts side. Skills and Competencies Strong knowledge of branch compliance and operational requirements, products, and regulations, including BSA/AML, CIP, OFAC, Reg CC, and internal controls. Experience with procedure writing, process documentation, training, or workflow development. Proven ability to design and deliver effective training programs. Excellent written and verbal communication skills, including procedural writing. Strong analytical and problem-solving abilities. Detail-oriented with strong organizational skills. Ability to manage multiple projects and priorities while balancing service, efficiency, and control. Proficiency in Microsoft Office Suite and training tools; familiarity with core banking systems. Travel Requirements The travel requirements described here are representative of those an employee encounters while performing the essential functions of this Job. Position may travel locally, usually by car, up to 50% of the time to all branch locations. Valid California driver's license and reliable transportation is required. Benefits Summit State Bank offers a highly competitive benefits package designed to support our employees' health, financial well-being, and professional growth. We proudly provide 100% employer-paid medical, dental, and vision coverage for employees , along with employer contributions toward a portion of dependent coverage premiums. Our comprehensive benefits also include Flexible Spending Accounts (FSA) - with employer matching contributions of up to $2,500 annually for Dependent Care FSA accounts - as well as employer-paid Life, AD&D, and Long-Term Disability coverage. Employees receive employer HSA contributions of up to $4,000 annually if enrolled in a HDHP and have access to a 401(k) plan with employer matching contributions. We are committed to investing in our employees' success through tuition reimbursement, wellness resources, internal mentorship programs, and paid volunteer time off. In addition, all full-time employees receive a minimum of three weeks of paid vacation annually, supporting a healthy work-life balance.

Pay Range:

$71,000- $92,000/annually All applicants should apply on our website: https://www.summitstatebank.com/careers.php. Summit State Bank is an Equal Opportunity/Affirmative Action Employer and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.