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

1. Oversees all branch staff for whom responsible; provides input to and may participate in evaluation process.
2. Schedules all Universal Banker/teller personnel in order to maintain proper staffing.
3. Helps to ensure all Universal Banker/teller personnel are completing assigned training courses as required.
4. 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.
5. 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.
6. Provide approvals for transactions in excess of teller limits.
7. Train and coach teller/Universal Banker staff as needed.
8. Complete daily, weekly, and monthly reports as required. Ensure records are filed and retained for the appropriate timeframe
9. Promote the service culture through setting an example, guidance, and staff motivation.
10. Provide customer problem resolution and lead Universal Banker/teller staff in providing excellent customer service.
11. Ensure appearance of the branch is neat, organized and in accordance with Bank policy.
12. Maintains confidentiality of customer and bank information. 
13. Make sales phone calls and in person visits to business to gather accounts for the bank

Security

1. Ensures that all negotiable and confidential records in the work area are properly secured each day.
2. Oversees proper dual control operation of the branch and vaults and the processing of the contents therein.
3. Conducts regular unannounced audits of all vault and teller cash, maintaining a written signed record of each audit, reporting any exception to the Manager.
4. Complete monthly Branch Security Checklist and alarm test.
5. Maintain confidentiality of customer accounts and information.
6. Sells and/or refers Bank's products and services to customers and prospects.
7. Performs other duties as assigned.

SKILLS REQUIRED: 

1. Experience in Retail Banking operations and functions. Ability to manage branch banking personnel
2. Engages in retail operations to achieve profit, growth, and customer service objective within Bank policy guidelines
3. Strong communication and leadership skills, ability to deal effectively and tactfully with all types of diverse personalities
4. Knowledge of the Banks products, associated forms, and the use of those forms. 
5. Working knowledge of the teller and CSR platform
6. Able to make sound, effective judgement calls as needed
7. Ability to maintain composure under pressure. 
8. 2-4 years in banking industry preferred
9. Proficient in Microsoft suite of products