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 unassisted
- 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
- Beginning to independently engage in business development
- Independently oversees Client Service Specialists, may independently oversee personal bankers or may collaborate with Branch Manager to do so
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
- 4+ years retail banking experience
- 2+ years of management/supervisory experience
- Bilingual preferred
- Bachelor’s degree preferred
- 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
Physical and Mental Requirements:
- Ability to sit at a computer monitor for extended periods of time
- Ability to perform repetitive finger, hand, and arm movements
- Ability to lift up to 15lbs.
- Ability to effectively discern information and formulate appropriate action
- Ability to reach, squat, bend, and manually manipulate standard office equipment
- Ability to drive to various locations
- Ability to think critically and provide appropriate solutions
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.