Job Description

POSITION SUMMARY :

Assist branch manager in all phases of branch operations and sales. Assume responsibility for the branch in the branch manager’s absence.

Ensure staff compliance to established policies, procedures, compliance, and banking regulations. Ensure all customer retail services and sales are delivered in an effective and customer centric manner.

Be a lead contact for customer new accounts and exception requests, accommodating all banking operational issues. Assist with sales and operational training, and overall performance of branch.

Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

• Assist in management of most day-to-day operations in the branch. Assign duties and work schedules to ensure efficient functioning of branch.
• Acquire and maintain thorough understanding of security procedures, and ensure staff’s thorough understanding and full compliance.
• Consistently perform new account activities, and teller duties when necessary.
• Supervise vault operations and procedures, maintain reports, balances, and cash recaps.
• Maintain an atmosphere conducive to open communication. Maintain harmony among staff and resolve grievances. Issue written and oral instructions.
• Help conduct regular staff meetings to review problems, policies, procedures and updates of activities within the bank.
• Consistently demonstrate proficiency in providing exemplary customer service in person and by telephone. Actively listen to customers and maintain a friendly, positive and professional attitude.

Resolve difficult situations with tact and diplomacy. Look for creative ways to make customers feel appreciated and special.

• Maintain thorough knowledge of all bank products, services, compliance, and regulations; and help ensure branch personnel maintain strong proficiency in same.
• Actively participate in sales program; work with manager to set sales goals and make every effort to reach targeted goals, while always ensuring the best interest of the customer is being followed.

Make referrals to other business units for traditional and non-traditional banking products and services.

Requirements

POSITION REQUIREMENTS :

• Bachelor’s or Associates degree preferred; or equivalent combination of training and experience that provides the required knowledge, skills, and abilities.
• Background in bank operating policies and procedures, banking regulations, and sales.
• Thorough knowledge of bank products and services.
• Strong leadership, coaching, and motivational skills for leading and developing a staff.
• Willingness to assume additional responsibilities / duties / projects as they arise.
• Ability to drive a vehicle. Must maintain a current, valid driver’s license and an acceptable driving record for bank insurance purposes.

Last updated : 2024-02-23