What are the responsibilities and job description for the Branch Manager position at Watertown Savings Bank, MA?
OBJECTIVE: To maintain and oversee all daily branch operations while ensuring required tasks are completed and customer satisfaction is achieved. Assist branch employees in all aspects of their daily tasks as necessary. Utilizes knowledge and experience in exercising discretion and independent judgment in resolving problems and answering questions.
Essential Functions And Responsibilities
Consistent and reliable attendance.
Open new accounts, CDs, IRAs, Checking, Savings, HSAs, and Safe Deposit boxes.
Cross sell Bank products and services
Sell Gift Cards & Admin to set up new Users/reset passwords for employees
Maintain Instant Issue cards & inventory/supplies (Set up new employees/reset & unlock passwords)
Review Hold Notices as needed
Process matured CDs/IRAs
Complete IRA contributions & distributions/ Rollover Requests/ Beneficiary IRAs
Operates a cash drawer when necessary
Set up Online Banking, Bill Pay, Mobile Banking, E-statements
Provides customer service in person as well as over the phone
Replies to Banno Chats to assist customers
Completes research on 4-sight
Assist, manage and cross train staff
Balance the CD WIP
Accepts, processes CDAR/ICS requests
Review teller differences
Process wire transfer requests
Provide Notary Public Services
Provide Medallion Signature Guarantee
Performs other duties as assigned or requested
Handle customer complaints
Staff support for Tellers & CSRs
Maintains weekly schedule for Tellers & CSRs at both Main & Accom Office
Complete Annual Performance Reviews with staff (anywhere from 12-15 staff under direct supervision)
NON-ESSENTIAL DUTIES: Significant tasks that are performed weekly, monthly, quarterly, or annually.
Prepares and distributes weekly employee schedule
Weekly audit of instant issue machine
Balances and audits gift cards quarterly
Completes alarm test monthly
Completes a random vault and teller audit semi-monthly
Assist the Head Teller as needed with Branch Balancing, Vault Verification, End of Day Balancing
Makes customer calls to establish new business
Prepare and Perform Employee Annual Reviews (15-17 employees)
ADDITIONAL INFORMATION: The following is additional information or tasks related to this specific job description. Duties of this job are not restricted to the tasks listed in this job description.
On call for after hour issues with alarms, ATMs and other situations as they arise for all Bank owned premises.
On call for illnesses and unexpected outages at WSB Branches that may require staffing
Attends community functions and meetings to familiarize areas with WSB
Requirements
Physical Demands: Position requires sedentary to medium physical demands. Employee may exert up to 50 lbs of force occasionally, and/or up to 20 lbs. of force frequently or up to 10 lbs of force constantly to move objects. Daily movement includes, but is not limited to holding, grasping, turning or otherwise working with hand or hands.
Disclaimer
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor are they intended to ban an all-inclusive list of the skills and abilities required to do the job.
Management may, at its discretion, assign or reassign duties and responsibilities to this job at any time.
The duties and responsibilities in this job description may be subject to change at any time due to reasonable accommodation or other reasons.
This document does not create any employment contract, implied or otherwise, other than an at will employment relationship.
Essential Functions And Responsibilities
Consistent and reliable attendance.
Open new accounts, CDs, IRAs, Checking, Savings, HSAs, and Safe Deposit boxes.
Cross sell Bank products and services
Sell Gift Cards & Admin to set up new Users/reset passwords for employees
Maintain Instant Issue cards & inventory/supplies (Set up new employees/reset & unlock passwords)
Review Hold Notices as needed
Process matured CDs/IRAs
Complete IRA contributions & distributions/ Rollover Requests/ Beneficiary IRAs
Operates a cash drawer when necessary
Set up Online Banking, Bill Pay, Mobile Banking, E-statements
Provides customer service in person as well as over the phone
Replies to Banno Chats to assist customers
Completes research on 4-sight
Assist, manage and cross train staff
Balance the CD WIP
Accepts, processes CDAR/ICS requests
Review teller differences
Process wire transfer requests
Provide Notary Public Services
Provide Medallion Signature Guarantee
Performs other duties as assigned or requested
Handle customer complaints
Staff support for Tellers & CSRs
Maintains weekly schedule for Tellers & CSRs at both Main & Accom Office
Complete Annual Performance Reviews with staff (anywhere from 12-15 staff under direct supervision)
NON-ESSENTIAL DUTIES: Significant tasks that are performed weekly, monthly, quarterly, or annually.
Prepares and distributes weekly employee schedule
Weekly audit of instant issue machine
Balances and audits gift cards quarterly
Completes alarm test monthly
Completes a random vault and teller audit semi-monthly
Assist the Head Teller as needed with Branch Balancing, Vault Verification, End of Day Balancing
Makes customer calls to establish new business
Prepare and Perform Employee Annual Reviews (15-17 employees)
ADDITIONAL INFORMATION: The following is additional information or tasks related to this specific job description. Duties of this job are not restricted to the tasks listed in this job description.
On call for after hour issues with alarms, ATMs and other situations as they arise for all Bank owned premises.
On call for illnesses and unexpected outages at WSB Branches that may require staffing
Attends community functions and meetings to familiarize areas with WSB
Requirements
Physical Demands: Position requires sedentary to medium physical demands. Employee may exert up to 50 lbs of force occasionally, and/or up to 20 lbs. of force frequently or up to 10 lbs of force constantly to move objects. Daily movement includes, but is not limited to holding, grasping, turning or otherwise working with hand or hands.
Disclaimer
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor are they intended to ban an all-inclusive list of the skills and abilities required to do the job.
Management may, at its discretion, assign or reassign duties and responsibilities to this job at any time.
The duties and responsibilities in this job description may be subject to change at any time due to reasonable accommodation or other reasons.
This document does not create any employment contract, implied or otherwise, other than an at will employment relationship.