Job Description
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions
Possess a four-year bachelor’s degree from an accredited university or institution in business administration, accounting, finance, or other closely related field
Prior work experience may be substituted for the educational requirement
Possess a minimum of at least five years of work experience as a Universal Banker or similar work experience
Possess prior sales experience
Must possess a minimum of at least two years of retail sales management experience which includes directing and managing sales staff
Possess Notary Certification
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Excellent oral and written communication skills
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Excellent planning and organizations skills
Operate office and bank equipment (e.g., personal computer and printer, 10-key calculator, typewriter, telephone, fax machine, copier, document scanner, check encoder, coin machine, currency counter, debit/credit card scanner, dolly, safe deposit timer, vault timer, television, security system, etc.). Basic PC knowledge, including Microsoft applications
Must be able to interact well with management and peers and be a team player
CERTIFICATES, LICENSES, REGISTRATIONS
Valid driver's license
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job
The employee frequently is required to walk; sit; and use hands to finger, handle, or feel
The employee is occasionally required to stand; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl
The employee must occasionally lift and/or move up to 25-50 pounds
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus
This position requires the ability to work before or after normal business hours and may require occasional overnight travel to attend various training seminars, conferences or workshops
Responsibilities
This position oversees the general management of the retail sales, service and operations in the Bank’s Banking Centers
This position is responsible for helping customers benefit from the Bank’s products and services while being accountable for customer centric and needs based sales
Duties also include supervising assigned staff and making decisions
Work is performed within the framework of standard operating policies and procedures; however, independent judgment and discretion is required in performing assigned tasks
Deviations from normal procedures and/or questions are referred to the Branch Operations Officer or the Retail Sales Officer
Other duties may be assigned
Responsible for knowing and understanding the Bank’s products and services to best meet the customer’s needs; responsible for executing the sales standard management practices and implementation of sales promotions, games, and models to ensure branch sales are customer centric and needs based; ensure use and management of Synapsys and Customer Needs Assessments (CNAs); ensure business development calls, CNAs, mailings, outbound calls, coaching, and customer situations are entered into Synapsys
Responsible for ensuring customers have a positive experience by providing memorable customer service; ensure customer on-boarding and retention process is completed and documented in Synapsys; responsible for the use and management of the Consumer Complaint/Comment process within Synapsys ensuring branch utilization and resolution
Perform duties associated with the Customer Service Representative position
Serve as a safe deposit clerk by following all established policies and procedures; perform functions associated with the safe deposit area
Process CD’s and IRA’s by opening, modifying, and closing certificates; complete all required paperwork and perform data entry; issue receipts; calculate and process disbursements to include principle, interest payable, penalties, and tax withholdings
Open and close branches according to standard procedures; supervise assigned staff; ensure tellers maintain security of assigned teller drawer and coin vault; exercise dual control procedures; perform administrative duties as assigned by branch manager
Balance ATM/ITM; prepare and verify currency for ATM/ITM; resolve problems associated with ATM/ITM
Balance vault cash and Teller cash recycler, maintain logs, and complete bank slips; order and ship currency; buy, sell, verify, and bundle currency; open and close vault; maintain security cameras; responsible for monthly branch audits, including cash and general ledger audits
Make decisions about a variety of daily transactions and exercise discretionary authority; lead subordinates in daily job tasks; resolve problems and provide troubleshooting; professionally and diplomatically deal with irate or unhappy customers; assign tasks and ensure completion within predetermined deadlines
Perform job duties associated with the teller position
Perform job duties associated with a Notary Public certification
Comply with all banking regulations, policies and procedures
NON-ESSENTIAL DUTIES & RESPONSIBILITIES include the following
Maintain education and professional expertise through attendance at job related seminars, conferences, and workshops and involvement in professional, civic, and community groups in leadership positions
Reviews technical bulletins, newsletters, etc.; distributes information to employees
Directly supervises assigned employees and performs administrative duties associated with staff management (e.g., employee training, delegates work and ensures the completion of same, prepares and publishes work schedule, reviews and approves timesheets, coaches and counsels employees, prepares performance evaluations and conducts evaluation meetings, conducts staff meetings, makes salary and promotional recommendations, participates in recruitment, interview, and hiring process, administers progressive discipline, takes action regarding departmental activities and staff, approves/disapproves requests for leave time, notifies employees of mandatory training and bank meetings)
Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws
Ability to write reports, business correspondence, and procedure manuals
Has constant contact with bank customers, their personal representatives, accountants, attorneys, etc., in responding to inquiries as part of the customer service function
Has moderate contact with individuals at other financial institutions
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions
While performing the duties of this job, the employee is regularly required to talk or hear
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions
Job description
Summary
This position oversees the general management of the retail sales, service and operations in the Bank’s Banking Centers. This position is responsible for helping customers benefit from the Bank’s products and services while being accountable for customer centric and needs based sales. Duties also include supervising assigned staff and making decisions. Work is performed within the framework of standard operating policies and procedures; however, independent judgment and discretion is required in performing assigned tasks. Deviations from normal procedures and/or questions are referred to the Branch Operations Officer or the Retail Sales Officer.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Responsible for knowing and understanding the Bank’s products and services to best meet the customer’s needs; responsible for executing the sales standard management practices and implementation of sales promotions, games, and models to ensure branch sales are customer centric and needs based; ensure use and management of Synapsys and Customer Needs Assessments (CNAs); ensure business development calls, CNAs, mailings, outbound calls, coaching, and customer situations are entered into Synapsys.
Responsible for ensuring customers have a positive experience by providing memorable customer service; ensure customer on-boarding and retention process is completed and documented in Synapsys; responsible for the use and management of the Consumer Complaint/Comment process within Synapsys ensuring branch utilization and resolution.
Perform duties associated with the Customer Service Representative position.
Serve as a safe deposit clerk by following all established policies and procedures; perform functions associated with the safe deposit area.
Process CD’s and IRA’s by opening, modifying, and closing certificates; complete all required paperwork and perform data entry; issue receipts; calculate and process disbursements to include principle, interest payable, penalties, and tax withholdings.
Open and close branches according to standard procedures; supervise assigned staff; ensure tellers maintain security of assigned teller drawer and coin vault; exercise dual control procedures; perform administrative duties as assigned by branch manager.
Balance ATM/ITM; prepare and verify currency for ATM/ITM; resolve problems associated with ATM/ITM.
Balance vault cash and Teller cash recycler, maintain logs, and complete bank slips; order and ship currency; buy, sell, verify, and bundle currency; open and close vault; maintain security cameras; responsible for monthly branch audits, including cash and general ledger audits.
Make decisions about a variety of daily transactions and exercise discretionary authority; lead subordinates in daily job tasks; resolve problems and provide troubleshooting; professionally and diplomatically deal with irate or unhappy customers; assign tasks and ensure completion within predetermined deadlines.
Perform job duties associated with the teller position.
Perform job duties associated with a Notary Public certification.
Comply with all banking regulations, policies and procedures.
NON-ESSENTIAL DUTIES & RESPONSIBILITIES include the following. Other duties may be assigned.
Maintain education and professional expertise through attendance at job related seminars, conferences, and workshops and involvement in professional, civic, and community groups in leadership positions.
Reviews technical bulletins, newsletters, etc.; distributes information to employees.
Supervisory Responsibilities
Directly supervises assigned employees and performs administrative duties associated with staff management (e.g., employee training, delegates work and ensures the completion of same, prepares and publishes work schedule, reviews and approves timesheets, coaches and counsels employees, prepares performance evaluations and conducts evaluation meetings, conducts staff meetings, makes salary and promotional recommendations, participates in recruitment, interview, and hiring process, administers progressive discipline, takes action regarding departmental activities and staff, approves/disapproves requests for leave time, notifies employees of mandatory training and bank meetings). Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION And/or EXPERIENCE
Possess a four-year bachelor’s degree from an accredited university or institution in business administration, accounting, finance, or other closely related field. Prior work experience may be substituted for the educational requirement.
Possess a minimum of at least five years of work experience as a Universal Banker or similar work experience.
Possess prior sales experience. Must possess a minimum of at least two years of retail sales management experience which includes directing and managing sales staff.
Possess Notary Certification.
Language Skills
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Excellent oral and written communication skills.
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Other Skills And Abilities
Excellent planning and organizations skills. Operate office and bank equipment (e.g., personal computer and printer, 10-key calculator, typewriter, telephone, fax machine, copier, document scanner, check encoder, coin machine, currency counter, debit/credit card scanner, dolly, safe deposit timer, vault timer, television, security system, etc.). Basic PC knowledge, including Microsoft applications.
KEY CONTACTS--Internal and External
Has constant contact with bank customers, their personal representatives, accountants, attorneys, etc., in responding to inquiries as part of the customer service function. Has moderate contact with individuals at other financial institutions. Must be able to interact well with management and peers and be a team player.
CERTIFICATES, LICENSES, REGISTRATIONS
Valid driver's license.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to walk; sit; and use hands to finger, handle, or feel. The employee is occasionally required to stand; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25-50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
COMMENTS
This position requires the ability to work before or after normal business hours and may require occasional overnight travel to attend various training seminars, conferences or workshops.
