Summary:
Promote a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Primary supervisor of the sales, service and operations of the banking center and ensuring the proper training and development of the staff, in order to provide excellent customer service. This person may be responsible for the completion of all operational and compliance reporting for the banking center. This position will support all sales efforts in the banking center and work closely with the Banking Center Manager or District Sales Manager to meet desired goals and expectations. This person may be assigned to more than one office.
Essential Functions:
Supervises banking center to ensure proper day to day sales, service and operations
Ensures compliance with policies and procedures
Monitors branch security
Trains and develops the staff
Assists Banking Center Manager or District Sales Manager in promoting a sales culture
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and cross-sell the Bank's products and services in order to reach individual and team sales goals.
Must be able to directly handle the operational aspects of the banking center, including but not limited to the completion of various audits and reports, monitoring of control accounts, monitoring branch cash levels, management of cash items, and control of over/short.
Promotes a sales and service culture within the banking center and assists the Banking Center Manager in ensuring that the retail staff receives proper coaching and training to identify referral opportunity.
Must have excellent organizational skills and be able to set priorities, direct and delegate responsibilities to the staff and follow up accordingly.
Ability to effectively and efficiently schedule the staff.
Establishes and conducts regular sales and operational team meetings.
Evaluates performance on a daily basis and assists the Banking Center Manager or District Sales Manager during the evaluation process.
Must have the working knowledge of all roles within a retail Banking Center.
Provides continuous education of policies and procedures to the staff, and ensures adherence to policies and procedures.
Demonstrates sound judgment in decision making abilities.
Encouraged to actively participate in various community activities (Boards, Executive Committees, Advisory roles, etc).
Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Supervisory Responsibilities
Responsible for the overall direction, coordination and evaluation of the banking center staff. Must be able to foster the team concept that includes the banking center staff as well as employees from other lines of business.
Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsible for evaluating performance, rewarding and disciplining employees, addressing complaints and resolving problems.
Responsibilities include pro-active recruiting, interviewing, and assisting with hiring, coaching and training employees.
Other responsibilities involve planning, assigning and directing work.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficient in Microsoft 365 preferred. Ability to effectively use technological resources for meetings, coaching, and training. Proficient knowledge of Banking Software and Digital Services through various types of delivery channels.
Ability to read and interpret general business periodicals, technical procedures, or government regulations. Ability to write reports, business correspondence, and produce manuals. Ability to effectively present information and respond to questions from associates, clients, customers, and the general public.
Ability to apply common sense to carry out detailed written or oral instructions. Ability to deal with problems involving concrete variables in standardized situations.
Must have extensive product knowledge for the level of selling and cross selling performance expected with position.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Required to have a Nationwide Mortgage Licensing System (NMLS) registration within thirty days of hire.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
High school diploma required
Supervisory or proven leadership experience required.
Banking, cash handling, sales, and customer service experience or equivalent combination of at least one year of related experience.
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