What are the responsibilities and job description for the AVP - Branch Supervisor position at Southwest Heritage Bank?
The position of Branch Supervisor is responsible for the daily activities of Branch staff. The position is required to work closely with the Director of Retail Banking to become fully knowledgeable and skilled in the areas of deposits, teller, safe deposit, ATM and branch operations, and is expected to provide leadership, training and support to their team. Branch Supervisor serves as back up to Teller and Relationship Banker, as necessary.
Assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.
ESSENTIAL DUTIES
• Supervise the daily activity of branch retail team, including but not limited to, effective delegation of duties of assignments, developing work schedules and providing training on the policies and procedures of the financial institutions and other necessary training. Performs personnel actions, with the guidance of the Branch Director to include performance appraisals, disciplinary actions, interviewing for employment, recommending promotion and termination as necessary; supervises Recommends hiring, discipline, promotion, transfers, and termination of teller staff and relationship bankers as necessary. Performs team member evaluations.
• Reinforce the application of superior customer service through his or her own example along with appropriate follow through with involved customers and team member; conduct periodic meeting and presentations on this topic with department.
• Engages in business development activities and solicitation of new business prospects; participates in community events, business and service organizations; actively involved in instilling and maintaining a positive sales environment through education of the Bank’s products and services; investigates and follows-up on significant changes in status of existing customers; motivates and monitors departments in cross-selling.
• Consistently applies superior decision-making techniques pertaining to inquiries, approvals, requests as they apply to existing policies and procedures, keeping within assigned approval limits with the guidance of the Branch Director while using these instances as learning tools for team member development.
• Plays a major role in the development and growth of Teller and Relationship Banker members in the area of sales and customer service.
• Assists in problem resolution for tellers and customers. Processes, solves and answers complex customer transactions, problems or inquiries, with the guidance of the Branch Director.
• Ensures that financial institution policies and procedures are followed and that the teller and deposit team are aware of proper operating procedures.
• Conducts regular staff meetings to review problems, policies, procedures, and updates of teller, senior customer service specialist, and customer service specialist activities within the financial institution.
• Oversees vault cash, verifying amounts received; manages negotiable instrument inventories.
• Maintains reports documenting teller outages, balances, cash recaps and cash-in, cash-out tickets.
• Reviews and approves departments timecards and paid time requests.
• Reports on staff activities to management when necessary.
• Delegates and oversees completion of regular teller cash audits and Branch Certifications.
• May represent the Bank in various community, civic, and community reinvestment functions to further enhance the Bank’s image and develop additional business
• Adheres to all Bank policies including, but not limited to Bank Secrecy Act, Privacy Act, Anti-Money Laundering, Privacy Act, and Information Security Policy.
• Treats people with respect; keeps commitments; Inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
• Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type.
• Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank’s goals and values; benefits the bank through outside activities.
• Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
SECONDARY DUTIES
The position may serve as a back-up Teller and Relationship Banker, as necessary.
The position performs duties specific to the position and other functions as assigned.
SUPERVISORY RESPONSIBILITY
The position of Branch Supervisor, as necessary, is responsible for the supervision of Tellers and Relationship Bankers. Normally carries out supervisory responsibilities in accordance with the bank’s policies and applicable laws, ensuring adherence to EEO guidelines. The incumbent is required to provide leadership, training, and support to less experienced staff members. The incumbent will carry out supervisory responsibilities in accordance with the company policies and applicable laws. The responsibilities include scheduling hours, interviewing and training employees; planning, assigning, and directing work; conduct performance evaluation; partnering with HR to address work related issues. The position ensures employees complete compliance training within established timeframes; understand and implement compliance requirements applicable to their positions The incumbent is required to provide leadership, training and support to less experienced staff members.