About this role
GENERAL FUNCTION:
Plans, directs, and organizes the operational activities of the branch following established policies and procedures.
MAJOR DUTIES AND RESPONSIBILITIES:
- Performs primary job function including teller and/or platform duties.
- Assists with the supervision, training and directing of branch personnel with regards to all operational day-to-day activities.
- Works with the Branch Sales Manager to conduct annual and quarterly reviews for all branch personnel.
- Works closely with the Branch Sales Manager to process daily EIM items (pay/return decisions).
- Reviews and authorizes staff schedules including approving overtime and paid leave.
- Reviews accounts payable items (invoices) with the Branch Sales Manager for approval and forwards to the Accounting Department for processing.
- Implements the Branch Security Plan and trains staff, including but not limited to the opening/closing procedures and monitoring the branch's security system.
- Reports and monitors all technology issues at the branch location.
- Insures the accurate processing and/or reporting of the following:
- Garnishments, tax levies, subpoenas, etc.
- Cash items.
- Proof corrections.
- Cash counts.
- CIP verifications.
- Counterfeit Currency Report.
- Mail (USPS, UPS, interoffice, mail deposits, hold mail, etc.)
- Night deposit logs, agreements, business resolutions.
- Safe deposit boxes (audit, bank use boxes, verification of documents, etc.)
- Collateral boxes and holds for notes secured by deposit accounts.
- Balancing and reporting of the negotiable instruments.
- Branch certification of internal controls.
- Works with Branch Operations Administration to complete all quarterly and annual operational training including but not limited to the disaster recovery plan/business continuity plan and the implementation of such plans.
- Resolves customer complaints within the branch with assistance of the Branch Sales Manager as needed.
- Conducts branch audit and clears any exceptions under the guidance of Branch Operations Administration. Trains and cross-trains personnel in order to avoid any future exceptions.
- Ensures branch personnel are in compliance with all policies and procedures as related to Branch Operations, including record retention.
- Approves requisitions for purchasing of supplies for the branch under guidance of the Branch Sales Manager.
- Monitors and maintains property management by coordinating with the Facilities department regarding upkeep and needed repairs.
- Performs all other duties as assigned by supervisor.
JOB QUALIFICATIONS:
- Bachelor's degree from an accredited college with a concentration in accounting /finance preferred, or equivalent relevant experience.
- One to two years of retail banking experience or equivalent relevant experience required with a minimum of six months to one year supervisory experience preferred.
- Strong personal leadership skills, organizational skills and excellent verbal and written communication skills.
- Ability to analyze and summarize financial information and present recommendations for appropriate courses of action.
STANDARDS OF PERFORMANCE:
- Maintain positive work environment while being courteous and respectful to all.
- Must be alert in all job functions.
- Must follow all company policies and procedures.
- Ability to maintain matters of a highly confidential nature.
- Consults Branch Sales Leader on all significant decisions