Branch Review Specialist jobs in Petaluma, CA

Branch Review Specialist conducts branch internal audits to determine whether business controls are sufficient and effectively executed in accordance with bank policies and procedures. Tests established procedures to ensure operational efficiency within branch offices. Being a Branch Review Specialist determines whether branches are performing their planning, accounting, custodial, or business control activities in compliance with management instructions, policies, and procedures. Evaluates functions and activities in assigned areas to determine the nature of operations and the adequacy of systems to achieve established objectives. Additionally, Branch Review Specialist recommends corrective actions and improvements. Requires a bachelor's degree. Typically reports to a supervisor or manager. The Branch Review Specialist occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Branch Review Specialist typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Branch Manager
  • Sperber Landscape Companies LLC
  • Petaluma, CA FULL_TIME
  • Are you tired of looking for “just another job” and ready to build a lasting career? Since 1955, Cagwin & Dorward has been a leader in creating and maintaining beautiful landscapes and providing customers with exceptional service.

     

    We believe exceptional service begins with hiring and retaining the very best employees, promoting from within, and cultivating a family-like atmosphere throughout all branches of the company. We are looking for hardworking, dedicated, and customer-centric people to join out team!

     

    We value learning, respect, integrity, commitment, accountability, leadership, honor, courage, and results. If you have a high sense of urgency, are proactive, customer-focus, and professional and do what you say you’re going to do, we’d like to talk with you!

     

    Position Summary: The primary role of the Branch Manager (BM) is to manage, direct and oversee all areas of operations to assigned branches and/or services.  Responsible for building culture and cohesiveness, while maintaining structural leadership and providing support, training and supervision for all assigned field and management personnel. Ensure team members are adhering to company policies and procedures. This role will also engage in detail and be readily involved in meeting with clients while maintaining a culture of serving our customers that exceeds their expectations in the safest manner possible. The BM is responsible for the P&L’s for those branches and/or services assigned to them. This includes account profitability, employee recruitment and retention, customer retention, crew performance to budget, client satisfaction and quality work.

     

    Essential Functions & Responsibilities:  To successfully fulfill this position, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the skill and ability required:

     

    Staff Management and Development

    • Uphold and promote all standards of safety as described in C&D’s policies and OSHA regulations. 
    • Implement and uphold current company policy, systems and procedures of all Field Operations, Safety, Quality Control and Technical Training Programs.
    • Ensure training and analysis of crews, production standards, and sharing of operational best practices.
    • Manage team performance based on roles, responsibilities, and goals for the branch team.
    • Monitor and hold all employees accountable for their duties and responsibilities and acceptable C&D performance levels.
    • Keeping vehicles, yards, and other work areas in good order.
    • Responsible for the overall safety of branch team members, including appropriate training, daily safety meetings, & PPE management.
    • Responsible for emergency calls after hours/weekends on a rotation among branch staff.
    • Guide the training and development of team members, including review and development of growth plans.
    • Train personnel in efficient time management, on and off the job.
    • Oversee the recruitment, selection, and hiring of branch personnel where required, ensuring the right people with the appropriate skills and experience are in place to meet the branch goals.

     

    Customer Service 

    • Ensure customer complaints are researched and responded to as soon as reasonably possible (ideally within 24 hours) 
    • Ensure all co-workers and customers are treated courteously.
    • Responsible for the effective and efficient resolution of property issues, ensuring managers are fully informed at each stage of the process.

     

     

    • Develop and drive a culture of product delivery and continual improvement of the customer experience, working with your teams to enhance customer relationships.
    • Evaluate and develop plans for customer site audits/reviews.
    • Develop and manage a professional relationship with clients and relevant internal business teams, utilizing optimum communication methods to develop efficient and effective processes.

     

    Business Performance & Development

    • Review and manage branch budget, P&L performance, cost to date sales items and overall financial health of the location.
    • Sales effort will include soliciting new and potential clients, assisting in sales presentations, preparing estimates, collecting production data, negotiating, and renewing contracts.
    • Work with company leaders to develop and implement future goals and processes and grow company grounds maintenance and seasonal services.
    • Collaborate with the management team to ensure work bids are accurate and appropriately priced.
    • Work with the administration team to ensure all information relating to billing, accounts payable, payroll, and sub-contractor contracts/payments are delivered and updated in a timely fashion.
    • Forecasting and achieving financial goals and targets.
    • Actively prospect for potential clients and pursue new business relationships.  Develop growth strategy for your market by identifying key customer segments and individual prospects.
    • Evaluate and develop plans for the efficient use of equipment and materials, perform regular branch audits/reviews.
    • Review and approve all estimates for work in the branch.
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Branch Vice President
  • Associa
  • Rohnert Park, CA FULL_TIME
  • Supervise the operation and administration of the Association in accordance with management agreement and the Association's policies and procedures. Acts as or oversee the primary liaison with the Ass...
  • 17 Days Ago

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Branch Office Administrator
  • Edward Jones
  • Sonoma, CA FULL_TIME
  • Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the...
  • 18 Days Ago

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Bank Teller- Sonoma Branch
  • WESTAMERICA BANK
  • Sonoma, CA FULL_TIME,PART_TIME
  • Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees,...
  • 19 Days Ago

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Senior Branch Premier Banker - Novato
  • Wells Fargo
  • NOVATO, CA FULL_TIME
  • Why Wells Fargo:Are you ready for the next step in your career? This is where it begins – at a company known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance...
  • 1 Day Ago

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Senior Branch Premier Banker Petaluma Main
  • Wells Fargo
  • PETALUMA, CA FULL_TIME
  • Why Wells Fargo:Are you ready for the next step in your career? This is where it begins – at a company known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance...
  • 3 Days Ago

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0 Branch Review Specialist jobs found in Petaluma, CA area

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Part Time Universal Banker (20 Hours)- Mill Valley Downtown Branch
  • Citigroup
  • Mill Valley, CA
  • The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in...
  • 4/18/2024 12:00:00 AM

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Head Concierge Banker- Castro Branch- San Francisco
  • Citi
  • San Francisco, CA
  • **For additional information, please review .** The Head Concierge is responsible for providing exceptional service deli...
  • 4/17/2024 12:00:00 AM

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Branch Manager | Onsite in Corte Madera, CA
  • Vaco
  • Corte Madera, CA
  • ***Branch Manager*** ***Onsite in Corte Madera*** ***Determining compensation for this role (and others) at Vaco depends...
  • 4/16/2024 12:00:00 AM

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Deposits Quality Assurance Assistant Manager
  • First Republic
  • San Francisco, CA
  • **Deposits Quality Assurance Assistant Manager** **Overview** At First Republic, we care about our people. Founded in 19...
  • 4/16/2024 12:00:00 AM

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Inside Sales - HVAC
  • PACE Supply
  • San Rafael, CA
  • Overview: PACE Supply in San Rafael, CA has an immediate need for a self starter that can assist our Inside Sales team a...
  • 4/15/2024 12:00:00 AM

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Trust & Safety Specialist, Delivery Compliance
  • Instacart, Inc.
  • San Francisco, CA
  • **Trust & Safety Specialist, Delivery Compliance** at Instacart San Francisco, CA - Remote **We're transforming the groc...
  • 4/15/2024 12:00:00 AM

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Facilities Support Specialist
  • Westamerica
  • Fairfield, CA
  • **Facilities Support Specialist** Location: **Fairfield** Req. #: **22-043** # of openings: **1** **Description** Westam...
  • 4/14/2024 12:00:00 AM

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Account Manager PC
  • Gentiva Personal Care
  • San Rafael, CA
  • Our Company: Gentiva Personal Care is a member of the Gentiva family - an industry leader in hospice, palliative, home h...
  • 4/4/2024 12:00:00 AM

Petaluma /pɛtəˈluːmə/ is a city in Sonoma County, in California's Wine Country, part of the North Bay sub-region of the San Francisco Bay Area, located 37 mi (60 km) north of San Francisco. Its population was 57,941 according to the 2010 Census. The Rancho Petaluma Adobe, located in Petaluma, is a National Historic Landmark. Its construction started in 1836 by order of General Mariano Guadalupe Vallejo, then Commandant of the San Francisco Presidio. It was the center of a 66,000 acre (270-km²) ranch stretching from Petaluma River to Sonoma Creek. The adobe is considered one of the best preserv...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Branch Review Specialist jobs
$55,776 to $72,524
Petaluma, California area prices
were up 2.5% from a year ago

Branch Review Specialist in Columbus, MS
The branch review specialist job description covers overall performance of a branch.
December 15, 2019
Branch Review Specialist in Muskegon, MI
When a branch is not working at its best, a review specialist comes in.
January 05, 2020
Branch Review Specialist in New Brunswick, NJ
A branch review specialist has a specific set of duties outside of management and basic customer service within a bank branch.
January 16, 2020