- Senior
- Escritório em Santa Fe
REPORTS TO: Retail Manager
SUPERVISES: Assistant Branch Manager, Teller Supervisor, Universal Bankers
PURPOSE OF POSITION
Administers operation of branch office. Is responsible for daily operations, profitability, and image of the branch facility. Provides general direction, motivation and supervision of branch personnel.
MAJOR DUTIES AND RESPONSIBILITIES
a) Responsible for leading branch operations as Sales Manager by coaching staff, providing measurement reports of staff and branch goals, conducting effective sales meetings. Success hinges on strong communications, judgement and sales skills.
b) Maintains contact and knowledge base of sales manager skills within and outside of the financial institution, promoting services and products, exchanging information and keeping abreast of the issues, trends and developments of the financial institution.
Represents the financial institution to the community through good customer relations. Actively engage in community projects and activities. Develop a customer calling program to call and correspond with existing and potential customers. Assist in developing a retail calling program.
c) Manage overall branch office operations. Ensures through direct supervision that all policies and procedures are followed and that personnel have a strong working knowledge of policies and procedures. Establishes and helps attain internal performance objectives for branch office business volume.
d) Assists in hiring, training and motivational programs for retail staff to ensure staff is working at peak performance levels to provide quality customer service. Communicates customer service issues to Retail Manager to ensure quality customer service. Reviews staff members for formal performance evaluations and recommend salary adjustments.
e) Performs duties as branch security coordinator, including testing branch security equipment and investigating security issues when needed. Responsible for monthly branch audits to include teller, vault, security equipment, negotiable items, balancing reviews. Responsible for periodic surprise audits (cash counts - teller and vault surprise audits as may be necessary).
Responsible for research and follow up and documentation regarding forgeries and other criminal offenses against the bank. Act as interface between upper management, customer and law enforcement to ensure proper documentation is collected and provided for prosecution of defendants. Responsible for routing that documentation to the bookkeeping department for retention of records.
f) Assists in the development of written policies and procedures for teller and customer service representatives. Assists in data processing decisions as they affect platform and sales areas.
g) Provides oversight of assistant branch manager and teller supervisor, including Bank Secrecy Act control point, work scheduling, negotiable items control.
h) Coordination of branch building maintenance with Facilities Manager to ensure that branch appearance presents a positive bank image and the branch is in good repair (including the structure, computer systems, retail operational equipment, supplies).
I) Participates in CRA, disaster recovery, and other projects requiring branch manager involvement.
j) Supports branch operations by providing coverage for new accounts, telephone, teller, mail, and answering customer inquiries.
k) Responsible for periodic review of assignment of collateral, signature cards, IRA files, CD files and legal files, such as corporate resolutions, partnership papers, death certificates, letters of testamentary, and other legal documents involving account ownership, to ensure the files are maintained.
Specific job duties:
- Responsible for sales techniques training.
- Participate in planning retail meetings/presentations and product campaigns.
- Review IEH and overdraft accounts - telephone customers.
- Branch point of contact for unhappy customers or customers with questions - answer customer inquiries, research and solve customer problems.
- Answer employee questions and approve checks for cashing
- Research Checks in Process outages, assist tellers with outages.
- Open new accounts, change of address, file maintenance request
- Review CD retention for branch goals, review daily reports to ensure that matured certificates of deposits are handled properly. Generate retention reports monthly.
- Monthly security check of equipment and procedures.
- Weekly staff meetings to cover operational items, security issues, staffing, etc. Disseminate information to retail staff from Supervisor/Retail meetings (via branch staff meetings and memoranda).
- Review new accounts opened at branch, route reports for officer review.
- Attend business development, management, and other meetings.
- Review employee performance and provide coaching.
- Review and assist with staff scheduling.
- Make business development calls. (6 per month when permissible).
- Report and follow up on repairs at branch (telephone, computer, ATM, grounds maintenance, etc.). Interface with janitorial staff.
- Train staff when needed.
- Work on special retail projects, i.e., debit card, tbs, check ordering, atm, etc.
- Write correspondence to customers.
- Audit debit card file,
- Assist with audits of tellers and vault.
- Review teller standards and referrals monthly.
- Track, report, and correct customer complaints and problems.
- Order checks and settle disputes with regard to check orders.
- Perform duties with regard to holiday planning for branch, decorations, refreshments.
- Prepare documents with regard to business plan, retail planning.
- Handles personnel issues.
- Acts as editor for staff in preparing correspondence and inter-office memoranda.
KNOWLEDGE AND SKILLS:
Ability to meet the public in a friendly, courteous and business-like manner.
Ability to communicate orally and in writing, and read, compare and verify a large volume of written/printed data.
Ability to receive detailed information through oral communication, in person and by phone.
Ability to delegate and organize work, train staff, set priorities and meet deadlines.
Strong knowledge of savings association laws, Federal and State regulations pertaining to checking and savings accounts, teller operations and association policy and procedures.
Good knowledge of generally accepted accounting principles and auditing standards.
Ability to make decisions as to adequacy and accuracy of information based on established standards or procedures.
Must have a valid New Mexico Driver's License and be insurable.
Ability to input accurately on a computer keyboard with repetitive motions required.
PHYSICAL ABILITIES:
This position requires medium work, with moving of items up to 50 lbs. occasionally, and up to 20 lbs. frequently. It requires constant standing, walking and fine dexterity to handle cash and paper items. There is frequent reaching, grasping, pulling, pushing, and stooping to access cash drawers, supplies and other materials. The position requires frequent travel to customer locations.
This job description in no way implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to perform any other job-related duties assigned by the supervisor. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.
Century Bank is an Equal Employment Opportunity/Affirmative Action employer and does not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status.
Candidatar-se agora