Description
JOB SUMMARY:
Under the direction of the Branch Coordinator, has the general responsibility, in addition to performing as a Universal Banker, to oversee all Universal Bankers and tellers within the office and to ensure the smooth and orderly branch operation and related functions.
ESSENTIAL FUNCTIONS:
Retail Operations
- Oversees all branch staff for whom responsible; provides input to and may participate in evaluation process.
- Schedules all Universal Banker/teller personnel in order to maintain proper staffing.
- Helps to ensure all Universal Banker/teller personnel are completing assigned training courses as required.
- Ensures each teller balances every day. Provides assistance to locate differences. Ensures that all differences are properly initialed and, if required, reported to the Branch Coordinator immediately.
- Monitors and controls all "detail responsibilities" generally performed by tellers/Universal Bankers delegating those duties in a manner which will maximize efficiency of the office.
- Provide approvals for transactions in excess of teller limits.
- Train and coach teller/Universal Banker staff as needed.
- Complete daily, weekly, and monthly reports as required. Ensure records are filed and retained for the appropriate timeframe
- Promote the service culture through setting an example, guidance, and staff motivation.
- Provide customer problem resolution and lead Universal Banker/teller staff in providing excellent customer service.
- Ensure appearance of the branch is neat, organized and in accordance with Bank policy.
- Maintains confidentiality of customer and bank information.
- Make sales phone calls and in person visits to business to gather accounts for the bank
Security
- Ensures that all negotiable and confidential records in the work area are properly secured each day.
- Oversees proper dual control operation of the branch and vaults and the processing of the contents therein.
- Conducts regular unannounced audits of all vault and teller cash, maintaining a written signed record of each audit, reporting any exception to the Manager.
- Complete monthly Branch Security Checklist and alarm test.
- Maintain confidentiality of customer accounts and information.
- Sells and/or refers Bank's products and services to customers and prospects.
- Performs other duties as assigned.
Requirements
SKILLS REQUIRED:
- Experience in Retail Banking operations and functions. Ability to manage branch banking personnel
- Engages in retail operations to achieve profit, growth, and customer service objective within Bank policy guidelines
- Strong communication and leadership skills, ability to deal effectively and tactfully with all types of diverse personalities
- Knowledge of the Banks products, associated forms, and the use of those forms.
- Working knowledge of the teller and CSR platform
- Able to make sound, effective judgement calls as needed
- Ability to maintain composure under pressure.
- 2-4 years in banking industry preferred
- Proficient in Microsoft suite of products