This position works closely with the Branch Manager to attain branch/bank established goals. Manages a team responsible for exceptional customer service standards along with operational soundness and generating revenue for the branch/bank.
Essential Job Functions:
- Acts as back up to personal banking team to open new accounts, receive loan requests and gather credit-related information
- Ensures the branch is operationally sound.
- Ensures that the Client Service Specialists are trained and competent in explaining all products and services offered.
- Monitors sales and service goals
- Processes and oversees technical tasks such as opening and closing of the branch, overdraft monitoring, wire transfers and collections, stop payments and monitoring branch controls.
- Routinely and consistently provides guidance and training to branch team.
- Resolves conflicts with minimal help
- May back up new accounts
- May back up Client Service Specialist line
- Ability to pass personal banking training
- Responsible for satisfactory audits
- Actively contributes to employee management and training
- Services complex accounts often
- Actively coaches and mentors team to deepen customer relations
- Works with Branch Manager to identify business development opportunities
All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.
Minimum Job Requirements:
- High School diploma or GED
- 2+ years retail banking experience
- Bilingual preferred
- Bachelor’s degree preferred
- Some management experience
- Proficient in Microsoft Office suite and any banking software used in the branch
- Training and mentoring skills
- Customer focused service and sales skills
- Understands consumer and small business lending
- Overall knowledge of bank operations
- Previous Client Service Specialist experience
- Knowledge of Policies and procedures
Values and Behaviors:
- Build enduring RELATIONSHIPS with clients and each other.
- Drive INNOVATION that simplifies life and work.
- Seek continuous GROWTH in your personal and professional development.
- Commit with HEART to serve others.
- Extend TRUST in order to receive it.
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