Description

• Act as back up to personal banking team to open new accounts, receive loan requests, and gather credit-related information.
• Ensure the branch is operationally sound.
• Ensure that the client service specialists are trained and competent in explaining all products and services offered.
• Monitor sales and service goals.
• Process and oversee technical tasks such as opening and closing the branch, overdraft monitoring, wire transfers and collections, stop payments, and monitoring branch controls.
• Routinely and consistently provide guidance and training to branch team.
• Resolve conflicts with minimal help.
• May back up new accounts.
• May back up client service specialist line.
• Responsible for satisfactory audits.
• Frequently service complex accounts.
• Actively coach and mentor team to deepen customer relations.
• Work with branch manager to identify business development opportunities.
• Other projects and responsibilities as assigned.

• High school diploma or GED.
• Two years of retail banking experience or equivalent transferrable skills and experience.
• Some management experience.
• Proficient with Microsoft Office and any banking software used in the branch.
• Training and mentoring skills.
• Customer-focused service and sales skills.
• Understand consumer and small business lending.
• Overall knowledge of bank operations.
• Previous client service specialist experience.
• Bachelor’s degree, preferred.
• Bilingual, preferred.