About this role
Salary Grade :15
SUMMARY:
The Assistant Banking Center Manager (ABCM) supervises the staff at a Fidelity Banking Center. Responsible for monitoring performance and operations, ensuring the highest level of customer care for Bank customers. As a trusted financial advisor, the ABCM will advise and deliver a full range of financial services to customers to meet their financial goals. As a member of the retail management team, the ABCM will provide exceptional care and support to staff in achieving their professional goals.
ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:
- Oversees, supervises and mentors Banking Center staff for purposes of the day-to-day administration of job duties, including scheduling, communicating overall goals, operations, and coaching reinforcing principles and values.
- Monitors and decisions management reports.
- Develops a rapport with customers, greeting customers by name, possesses an understanding of account ownership types and authority, as well as, being responsive and timely with correspondence and problem resolution.
- Provides backup to the Banking Center Manager.
- Provides excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution in accordance with Bank policies and procedures.
- Performs banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption.
- Fulfills all Banking Center opening and closing activities.
- Introduces and advises on the Bank's deposit and consumer loan products and services to proactively meet customer needs.
- Proficient in determining customers existing and prospective financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial Lending, Treasury Management, etc. Maintain a working knowledge of product and service offerings including consumer, business, deposit, lending, non-profit, retirement, digital banking, debit cards, etc.
- Confidently discuss customer lending opportunities and assists customers in preparing loan applications for home equity loan products and other consumer loans.
- Safeguards customer trust by upholding the duty of customer confidentiality.
- Complies with all required laws, regulations, policies, and procedures.
- Timely completion of all assigned learning activities.
- Proficient in vault custodian duties.
- Actively participate in Banking Center meetings and one-on-one coaching sessions.
- Participates/volunteers in community groups and events.
- Completes specialized training courses and certification programs as assigned and within allotted timeframes.
- Additional duties as assigned.
EDUCATION & CERTIFICATIONS:
- Bachelors degree preferred, or combination of secondary education and four years of progressive retail banking experience
- Nationwide Mortgage Licensing System (NMLS) registration
- Notary Public commission
- Completion of Medallion signature guarantee training required
KNOWLEDGE, SKILLS & ABILITIES:
- Three or more years supervisory experience and proven leadership capabilities required, including minimum of one year retail banking supervisory experience.
- Conversant in all Bank business lines
- Ability to independently complete and mentor others in transactions and all platform services, including transactions, account opening, consumer loan products, IRAs, trust accounts, etc.
- Ability to execute more complex account openings and transactions independently
- Ability to supervise staff
- Critical thinking, decision making and problem-solving skills
- Demonstrated high level of judgement and decision-making ability
- Demonstrated ability to fulfill the opening/closing activities of the Banking Center
- Prior customer relationship building experience
- Must have a supervisory aptitude
- Demonstrated management and leadership skills
- Must have cyber security awareness to protect the digital environment, the Bank, and customers
COMPETENCIES:
- Managerial Courage
- Technology Savviness/Digital Enthusiast
- Financial Comprehension
- Adaptability and Flexibility
- Sales Aptitude
- Eager and Agile Learner
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