Job Description
Role
Responsible for assisting the branch manager in the overall management of the branch. Functions as branch manager during absences as required and provides the highest level of service and responsiveness to clients. Assures compliance with regulatory requirements and organizational mission, values, polices, and standards.
Major Duties and Responsibilities
Description
Participates in cross-training personnel, keeps abreast of internal policy, procedures, system changes, and keeps staff informed. May join in interviews for open positions and make recommendations to the branch manager. Is actively involved and contributes input related to employee performance reviews. Works in conjunction with branch manager or independently as needed to address employee performance issues.
Assists in training, directing, and monitoring staff performance, to assure staff are well trained in all phases of their respective duties. Coordinates staffing schedules, responsible for in-branch training and on-boarding of newly hired staff, provides ongoing coaching and guidance. Exercises direct supervision over assigned staff, ensures performance standards are met, compliance with company policies and procedures and completion of all daily branch operations.
Opens and closes all types of new accounts and related products. Assists with a wide variety of client services, including consumer loan origination, serves as a safe deposit box attendant, performs notary public services, and processes outgoing wire transfers. Conducts maintenance, assists clients with requests, complaints, troubleshoots and resolves internal and external inquires, and resolves matters to client’s satisfaction promptly.
Performs branch opening and closing duties. Oversees/or completes daily branch balancing, vault transactions, vault reconcilement, coordination of cash shipment and deliveries, ATM balancing and replenishment. Functions as a teller as needed. Assists with completion of all monthly security audits and controls.
Assists branch manager in attainment of all assigned goals; deposit, lending, investments, and ancillary products and services. May prepare weekly and monthly reports. Contributes to the implementation of promotional campaigns and product initiatives at the branch level. Maintains current knowledge of all bank products and services. Identifies cross sale opportunities and makes referrals in line with established procedures. Makes out bound calls to inform clients of maturing certificates, non-bank investments, and other related matters. Reviews and observes performance of staff as to their cross-selling techniques and coaches accordingly.
Originates Home Equity products and may perform the closing of home equity loans. Must demonstrate the ability to effectively manage clients, and close loans in accordance with applicable regulations and Bank standards.
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Represents the Bank through participation in various community and industry related activities. Participates in seminars and workshops as part of the Bank’s community outreach and volunteer initiatives.
EOE, including disability/vets
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