What are the responsibilities and job description for the Banking Operations Coordinator position at Live Well Homecare?
Role Overview:
This position involves supervising and supporting tellers to deliver exceptional customer service, ensuring efficient daily financial transactions, and maintaining compliance with policies and regulations.
Key Responsibilities:
- Oversee cash operations, including vault, ATM, and TCRs, ensuring security and accuracy.
- Process client transactions accurately, using sound judgment to prevent fraud and errors.
- Communicate operational updates and enforce security controls and access procedures.
- Manage risk and compliance through audits, record retention, and adherence to policies.
- Lead client experience initiatives, resolve issues, and support transactional efficiency.
- Cross-sell products, explain offerings, and promote business growth through referrals.
- Supervise and coach staff, handle scheduling, evaluate performance, and facilitate training.
- Conduct team meetings to enhance sales, product knowledge, and service quality.
High school diploma or GED required; bachelor’s degree preferred with 2-5 years of experience or equivalent. Proficiency in Microsoft Office is necessary. No specific licenses are required.