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Full time
Finance
AF

Field Supervisor

Andy Frain ServicesSanta Ana, California🇺🇸United StatesPosted 4 Sept 2026

Quick Overview

Seniority
Mid Senior
Employment type
Full Time
Work mode
On Site
Location
Santa Ana, California, United States

Job Description

Andy Frain Services is seeking a Field Supervisor to oversee on-site financial service operations within our finance and insurance portfolio. In this role, you will coordinate daily field activities, ensure compliance with regulatory standards, and support teams delivering banking, asset management, and insurance services. You will monitor performance, conduct site audits, manage schedules, and address client issues promptly. Collaborating closely with branch and operations leaders, you'll analyze service metrics, implement process improvements, and train front-line staff to maintain high levels of customer satisfaction, security, and operational excellence.

Responsibilities

  • Supervise daily field operations for financial service sites
  • Ensure compliance with banking, insurance, and security policies
  • Create and manage staff schedules for assigned locations
  • Conduct site audits and monitor service quality metrics
  • Train, coach, and evaluate field staff performance
  • Resolve customer and client issues in a timely manner
  • Coordinate with branch, operations, and security leadership
  • Implement process improvements to enhance efficiency
  • Prepare reports on performance, incidents, and compliance
  • Promote a safe, inclusive, and customer-focused environment

Required Skills

  • Field operations management
  • Team leadership and supervision
  • Financial services operations knowledge
  • Regulatory and compliance awareness
  • Scheduling and workforce management
  • Customer service and client relations
  • Performance monitoring and reporting
  • Process improvement
  • Risk and incident management
  • Use of MS Office and operations software

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