What are the responsibilities and job description for the Banking Center Manager - Head Teller position at The Cecilian Bank?
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Ensure staffing levels are adequate and personnel are utilized to the maximum potential.
- Ensure that all banking center employees are well informed of Bank’s objectives, policies and procedures.
- Assist with the uniformity of operational procedures, to recommend additional training and/or assist in a cross-training program to increase banking center efficiency.
- Ensure banking center in reaching performance goals developed by Senior Management.
- Ensure that the banking center office’s physical facilities are well maintained and remain in operating condition consistent with Bank policy.
- Consult with Executive Banking Center Officer when unusual or problem areas are identified that require further direction and/or assistance.
- Assist with overdraft procedures at banking center.
- Responsible for teller standards and procedures throughout the banking center. Including ensuring that each teller controls, reconciles, balances and accurately accounts for all monies transacted daily. Assists with teller balancing as needed.
- Responsible for coaching new tellers at the banking center and training on processes or procedures specific to the particular banking center
- Supervise, schedule and assist tellers in processing a variety of transactions, using personal judgment within limits established by bank policy and operating procedures.
- Supervise the operations function of the banking center, including the scheduling of staff, providing for staff training, and developing and coordinating activity of the banking center.
- Timely administration of annual and periodic performance evaluations for tellers and other employees of the banking center.
- Coach staff members to their best performance, including addressing non-performing employees and praising performing employees.
- Review teller manual on a frequent basis and ensure the manual as needed.
- Oversee balancing and replenishing of ATM function, and work with operations to establish the daily operational procedures and functions.
- Develop the banking center’s vault plan. Estimate cash needs for the banking center and sell or buy cash to or from the Courier Support Center.
- Establish, promote and maintain good customer relations and ensure that tellers are courteous and efficient in transacting customer business, including the cross-selling of Bank’s services when the opportunity is presented.
- Answer customer inquiries pertaining to authorized accounts, and bank policies and procedures.
- Direct or perform the following duties on a daily basis:
- Accept and properly process delinquent loan payments
- Sign cashier’s checks.
- Approve large checks within limits.
- Exchange or count large amounts of coin.
- Balance vault, coin machine (applicable locations), balance branch, and complete end-of-day balancing
- Disburse mortgage loan payoffs by calling Loan Operations department for payoff information
- Exchange monies for tellers
- Perform the following teller functions for the Bank:
- Check vault daily, count money sent from Courier Support Center.
- Disburse payoffs and expenses as authorized.
- Prepare night deposits.
- Complete monthly security refresher on SAFECATCH
- Verify cash advance receipts
- Upload to CenterDoc the night drop log, vault log, etc. on a monthly basis
- Before leaving each day, ensure branch is balanced and all teller work is secured.
- Review the stop pay folder on a monthly basis to ensure employees delete forms from the folder after getting customer signatures on them
- Review and evaluate operating results to assure that an adequate level of service is being maintained.
- Ensure teller-related documents are retained for bank-established timeframes, including teller transactions, and mail
- Conduct a daily security check and ensure that proper security controls are maintained for protection from fraudulent operations and theft, reporting any discrepancy to Bank Security Officer.
- Audit teller drawers monthly.
- Provide assistance and answer inquiries from customers, general public, and businesses, relating to Bank operations within established guidelines. Handle customer’s problems and complaints, and communicate resolutions with customers.
- Assist with banking center CSR duties when needed.
- Approve time off requests and timesheets for banking center tellers and other employees as needed.
- Attend quarterly operations meeting.
- In order to keep the audit a true surprise, the date of the vault audit is to be determined by the Banking Center Manager. For the Head Tellers that are also the Banking Center Manager, the CSR will then determine audit dates.
- Comply with and assist others in complying with all relevant laws, regulations and policies.
- Ensure compliance with Bank Secrecy Act (BSA) regulations as it pertains to the functions of this position and ensure banking center staff are also complying with BSA regulations, and bank policies and procedures.
ADDITIONAL DUTIES AND RESPONSIBILITIES
- Cash traveler’s checks for non-customers
- Accept rent payments as necessary for safe deposit boxes.
- Ensure only authorized parties have access to safe deposit boxes consistent with Bank Security Policies as necessary.
- Clean branch capture machines on a weekly basis
- Order office supplies for the banking center.
- Responsible for maintaining individual P.E.P. monthly and encouraging staff members to work toward achieving P.E.P. goals throughout the year
- Award TCB Bucks in P.E.P. for quarterly balancing.
- Assist the bank in efforts to obtain and retain customers
- Conduct duties and responsibilities in a manner that supports the bank’s profitability goals, including helping the bank not to lose money and helping the bank save money by improving job processes and achieving operational excellence
- Adequate cross training of all job duties have been considered.
- Other duties as assigned by Management
WORK ENVIRONMENT AND PHYSICAL DEMANDS
In order to successfully perform the essential functions of this position:
- The employee is regularly required to talk or hear. The employee frequently is required to walk; stand; sit; and use hands to finger, handle, or feel and reach with hands and arms to lift and/or move up to 50 pounds. The employee is occasionally required to stoop, kneel, crouch or crawl. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.
- Some travel is expected in this position
EDUCATION AND EXPERIENCE
- High school diploma or general education degree (GED) required
- Prior teller experience required
- Prior management experience strongly preferred
Oversee/Assist with the daily operations of the banking center. Promote customer relations and serve as overall supervisor, under supervision of the Executive Banking Center Officer. Serve and supervise the service of other tellers in processing certain transactions through a teller window. This position also performs numerous teller activities which require a senior teller’s experience. This position supervises the day-to-day activities of all tellers in their banking center. The Banking Center Manager/Head Teller is responsible for assisting in hiring, transferring, termination, performance evaluation and salary administration of their banking center.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.