What are the responsibilities and job description for the Assistant Location Manager position at COMMUNITY NATIONAL BANK?
Organization: Community National Bank was founded in 1984 by a group of individuals in Nemaha County, Kansas with diverse local ownership with decisions made on a local level.
Position mission: Meets Community National Bank’s business objectives by developing business opportunities to grow market share, meet sales quotas when applicable, cross sell to existing and new customers and manage the location staff. Builds customer relationships and recognizes potential opportunities by making quality referrals to internal departments of the Bank. Actively promotes Community National Bank. Will oversee the staffing and operations of the retail location.
Major Duties:
- Meets sales objectives when applicable and assigned by conducting monthly sales meetings, establishing sales quotas for staff when applicable, and coaching the staff on a consultative approach to selling, new business development and cross-selling skills
- Uses a consultative referral approach to selling, evidenced by collecting and analyzing information regarding customer’s income, assets and investments or debts, to actively identify referral opportunities. Track all location referrals and sales within the location. Promotes and guides staff in achieving referral goals as outlined.
- Assists in customer service issue resolutions for online banking, business online banking, operational or anything related to accounts and Bank requests
- Identifies and coordinate appropriate outside sales activities and events to promote Bank Products and services
- Mentors and coaches’ staff to ensure that customer service is at optimal levels and that branch goals are met
- Maintains a solid understanding of all functions within the location, including but not limited to all banking transactions, operations, and location sales objectives so as to participate in the duties and responsibilities of all location positions at times when staff is inadequate.
- Monitors all compliance issues and operations of the branch.
- Performs opening and/or closing procedures of the location in accordance with security procedures. This includes possession of keys as well as combinations to various vaults.
- Approves transactions within authorized limits while ensuring Bank’s policies and security procedures are followed. Oversees that all customer inquiries are addressed and responded to efficiently and effectively.
- Oversees completion of monthly, quarterly, or annual audits and employees work in accordance with policy.
- Balances location daily, weekly reports and reports out-of-balance conditions accurately and promptly.
- Monitors, balances and audits vault, atm and recyclers if applicable
- Complies with the privacy and customer data protection policy by maintain customer confidence. Protects Bank operations by always keeping information confidential and secure.
- Adheres to all Bank policies and procedures and all local, state, and federal statutory regulations.
- Completes all required training
- Completes operational requirements by delegating assignments to staff and following up on work results
- Exercise discretion and uses judgment in the implementation, distribution, and monitoring of new procedures, policies and product information to location staff.
- Counsels and coach employees, monitors and evaluates job performance.
- Establishes business and professional networks within the bank and in the community
- Possesses a high level of professionalism and technical knowledge
- Fosters a teamwork environment within the location
- Conducts monthly staff meetings
- Ensures that adequate staff is scheduled to meet appropriate business levels, that customers are served quickly, efficiently and that all standards are met
- Support customer teller transactions needs based on customer traffic
- Maintain current knowledge of personal banking products, services, practices, and trends and integrates into customer conversations.
- Maintain complete knowledge of how to open, close or conduct maintenance on accounts on the system in order to train and coach location team, but also serve as the expert during staffing needs
General Responsibilities:
- Support CNB’s strong relationship culture through quality customer service and superior product knowledge
- Provide superior customer service by resolving problems efficiently and responding timely
- Growth goals for the location.
- Coaching and mentoring of employees.
- Responsible for the calling program.
- Responsible for location operations.
- Responsible for staff retail scheduling.
- Identify and implement solutions to problems in general and urgent matters
- Seek counsel of supervisor on financial concerns or other issues as appropriate
- Work collaboratively with staff to maintain a team environment
- Flexible to accept additional assignments as requested by leadership
- Cross train for other positions to cover when necessary
- Professionalism while representing CNB (onsite, professional and community events and via communications)
- Participate and attend meetings as requested
- Recommend policies and procedures as it relates to area of responsibility
- Timely responses to inquiries for information to customers, staff and vendors
- Answer telephone calls and provide a prompt response
- Follow CNB’s policies and procedures
- Other duties as assigned
Requirements and Skills:
- In-depth knowledge of retail banking products and services and small business customer needs and solutions (including lending products)
- In-depth knowledge of all locations operational processes and policies
- Experience in financial services is an asset but not required
- In-depth knowledge of bank technologies, processes, and performance metrics
- In-dept knowledge of applicable regulations, audit standards, and related policies and procedures
- Passionate commitment to helping our customers
- Drive to deliver a personal customer experience
- A focus on results and the ability to thrive in a holistic conversation and team-based environment
- Resourceful self-starter with courage and confidence to approach customers
- Readiness to collaborate and work in different capacities as part of a team
- Strong interpersonal skills, including the ability to build rapport and connections with customers
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
- In-depth verbal and written communication skills
- In-depth organizational skills
- In-depth collaboration and team skills
- In-depth Analytical and problem-solving skills
- In-depth influence skills
- In-dept data driven decision making skills
Education and Experience
- Typically, between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience in sales
- Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience (or ability to obtain retail banker conversation certified within 90 days)
- Previous supervisory or management experience
- Dedication to providing exceptional customer service
- Strong attention to detail, dependable, and self-motivated
- Highly proficient in MS Office and industry-specific software
Physical Demands:
The physical demands described are representative to those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee must be able to stand and sit for extended lengths of time, read computer screens, talk on the phone, unpack and move supplies up to fifty (50) pounds, reach, kneel, bend, climb and balance. Vision abilities required for this job include close vision.
Work Environment:
While performing the duties of this job, the work environment is primarily a professional, deadline driven environment with interaction of internal team members and external customers. Noise level in the work environment can be loud.
Additional Duties:
This job description is only a summary of the typical functions of this position, not an exhaustive nor all-inclusive list of all possible job responsibilities, tasks, duties, knowledge, skill and ability required to perform this job. Additional duties and responsibilities may be added to this job description at any time. The job description does not state or imply that these are the only activities to be performed by the employee(s) holding this position. Employees are required to follow any other job-related instructions and to perform any other job-related responsibilities as required.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate individuals. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions. However, no accommodations are made which may pose serious health or safety risks to the team member or others, or which impose undue hardships on Community National Bank. An individual seeking an accommodation should contact the Human Resources Manager or CEO.
Job descriptions are not intended to and do not create employment contracts. Community National Bank maintains its status as an at-will employer. Team members can be terminated at any time, for any reason not prohibited by law. Community National Bank is an equal opportunity employer.